The force behind your success
Utilize Salesforce properly - and let it do its job.
Improve productivity and up your Salesforce ROI with high-power integrations, full-scale optimization, and system design.
Salesforce is a powerhouse... when it works.
But when it comes to actually using it –
It's the most popular CRM - but it's impossible to use.
It's hard to navigate.
It's filled with drawn-out procedures, tiresome steps, and disconnected systems.
It's not doing the job it was supposed to do.
Maximize the limitless potential of Salesforce to boost your bottom line.
Transform complex process into simple tech that gets the job done right
Automate tedious tasks and spend your time on what matters
Identify your business's growth trajectory and focus on improvement
Create seamless integrations and have all your systems communicate
Configure the system to serve your business and meet your company's needs
With proper configuration, the scratch-your-head-and-wonder-what-everyone-else-is-so-excited-about days are over.
Your business is a series of complex processes that needs to be streamlined and automated.
We’ll configure, integrate, and optimize your business’s Salesforce system so it works with your business processes, not against them.
Fully customized solutions – to meet your exact needs.
“I have worked with Rachel on multiple Salesforce projects and integrations. Her in-depth knowledge of Salesforce, combined with her analytical & methodical design processes, have provided us with remarkable software. Her patience & care have greatly helped us scale our user adoption & processes.”
Adam Maurice
Director, Fusion Consult
Trusted by businesses across the globe
I'm Rachel,
Founder & Lead Consultant
Before launching Cloudray Solutions, I served as a Product Manager for a Salesforce-related app, an in-house Salesforce Admin, & a Salesforce consultant for other companies. In each position, I saw that Salesforce could be used to its fullest. But it needed a personal touch to get it there.
I work with a team of dedicated professionals with years of experience in the field, hand-picked for their ability to serve as personal guides on your company’s Salesforce journey. With every successful implementation, integration, and launch, I am struck again by how powerful Salesforce is – and at how much of a difference having dedicated support can make in the process.
Meeting you where you're at.
Integrations
- Integrate systems directly with Salesforce via API
- Integrate systems via Workato
- Integrate systems via third-party apps
Optimization & System Design
- Analyze processes & operations in your existing CRM
- Revamp & automate existing procedures & workflows
- Transition to a user-friendly navigation & system experience
- Design a cutting-edge Salesforce system & workflow
Strategic Consulting
- Evaluate your company's strategy & growth trajectory
- Identify functional pain points
- Implement strategic change to support business growth
Integrations
“Rachel’s knowledge of Salesforce was instrumental to our organization’s success with Salesforce. She helped us lead requirements discovery sessions, translated our needs to Salesforce technology solutions, and helped train our end users on proper use of the system. Our work with Rachel enabled us to automate many of our business processes.”
Emilie Valentine
Director of IT, Congregation Emanu-El
Work with a Partner.
Your business didn’t follow a one-size-fits-all plan to reach this point, and neither should your CRM.
When you work with us, you work with a partner.
- We meet to analyze your current business processes & your business goals.
- We break the system down to its barest infrastructure and build it back up in a way that meets your needs and vision.
- You get a newly configured Salesforce system – and a new edge to your company’s growth.
Constant Updates
- You’ll know where the process is holding at every point along the way.
- Give a progress report at the next board meeting with confidence.
Process Checkpoint Check-Ins
- You’ll get a chance to give feedback and request tweaks at different checkpoints throughout the journey.
- Know exactly what to expect when you see the final product.
Implementation Guidance
- You and your team will get one-on-one training as you get acquainted with your new software.
- Transition gracefully & successfully.
Rachel was professional and easy to work with. She understood our needs extremely quickly and translated them into action & a usable interface. The weekly checkpoint meetings to give feedback on progress were amazing; we were part of the process from beginning to end. Hard to imagine how the business was running before we brought Rachel on board!”
Gabriel Kakon
Founder, Artsake
Happy management...
and a happy team
A properly configured Salesforce system means:
A user-focused approach means:
- Data integrity
- Efficient staff workflows
- Powerful reporting capabilities
- Up-to-date metrics
- Clear ROI
In short, satisfied Upper Management
- Seamless data migration
- Clear processes of ongoing data entry and maintenance
- On-demand technical support
- Hands-on user training
- User-friendly data dashboards
And that means the priceless commodity of happy staff.
Improve your productivity & up your bottom line.
A properly configured Salesforce system means:
- Data integrity
- Efficient staff workflows
- Powerful reporting capabilities
- Up-to-date metrics
- Clear ROI
In short, satisfied Upper Management
A user-focused approach means:
- Seamless data migration
- Clear processes of ongoing data entry and maintenance
- On-demand technical support
- Hands-on user training
- User-friendly data dashboards
And that means the priceless commodity of happy staff.
Improve your productivity & up your bottom line.
“Rachel brings so much knowledge and expertise that helped us automate many of our operational workflows. We’ve worked with her to implement customized quality assurance and support tools that help make our team more efficient, meeting them where they’re at with Slack and Gmail notifications. Having these tools in one place visibly increased our efficiency. Cloudray is an excellent resource and provides valuable technical expertise for companies looking to increase their efficiency through automated workflows and integrations.”
Natalie Kremer
Marketing Operations Leader, Etumos
A powerful CRM
and improved workflows.
A happy team
and increased productivity.
A clear ROI
and more money in the bank.