Our Salesforce Solutions and Innovations

CloudTech Staffing is at the forefront of innovation in designing, implementing, and managing Salesforce solutions to drive your business success.

Salesforce Industries

With our deep industry knowledge and market-leading solutions, CloudTech Staffing is equipped to tackle both your current and future transformation challenges.

Operating across industries, technologies, and geographies, we design and scale Salesforce solutions quickly, accelerating your journey to new value and growth. Discover a range of our top solutions tailored to these industries:

Banking, Insurance & Wealth

CloudTech Staffing Sales & Trading Offering

Our Sales & Trading playbook is a comprehensive suite of functional, experiential, and technical assets designed to enhance the capabilities of Salesforce FSC for Capital Markets.

Wealth Navigator

CloudTech Staffing's Connected Wealth Management Advisor Experience for Salesforce delivers a seamless, end-to-end solution, enhancing the advisor experience from start to finish.

Intelligent Claims Operations

The Salesforce-based Claims System of Engagement unlocks a new era of workflow-driven efficiency, streamlining processes and automating tasks for enhanced performance.

Insurance Distribution Enablement

Our proprietary Salesforce FSC Solution empowers carriers to transform their sales and product distribution functions, driving added value and improved efficiency.

Moments That Matter in Banking

Our tailored solutions, built on Salesforce’s integration tools, help banks harness the vast data from connected devices to gain deeper customer insights. This enables them to deliver fast, frictionless, and secure experiences that customers expect.

CloudTech Staffing’s approach, like the Tiny House Big Ideas initiative, showcases how tools like Interaction Studio, Einstein, and Financial Services Cloud can create a seamless customer journey—from interest to purchase, onboarding to service—while bridging the gap between the physical and digital worlds.

Moments That Matter in Banking delivers significant business value by enhancing marketing precision, sales effectiveness, and regulatory compliance, all powered by AI and advanced analytics.

Explore how to leverage key customer data, make smarter decisions, and apply it in more efficient ways to drive business growth.

Consumer Goods & Services

CloudTech Staffing Cloud TPM and RE Solutions

Our TPM and RE solutions are built on a robust, integrated software platform that offers enhanced visibility into trade investments, enabling better decision-making and optimized outcomes.

Intelligent Revenue Growth

Uses AI to retain and expand their customer base, differentiate competitively and reduce costs.

Communications & Media

CloudTech Staffing Cloud TPM and RE Solutions

Our TPM and RE solutions are built on a robust, integrated software platform that offers enhanced visibility into trade investments, enabling better decision-making and optimized outcomes.

Intelligent Revenue Growth

Uses AI to retain and expand their customer base, differentiate competitively and reduce costs.

Measurable business impact

Reduce cost
Faster transition
More sustainable
Advanced capabilities
Speed up innovations
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