CloudOffix Partnership
Salesforce Partner
Capture the operational and AI-driven opportunities around CRM — without risking your core Salesforce revenue.
Become a Transformation Partner
Your Position Today
You are a strong Salesforce partner. Well-positioned. Trusted. Recognized.
But when your client asks for something beyond CRM — HR workflows, internal operations, cross-department processes, lightweight automation — why leave that revenue on the table?
Why walk away from mid-market projects because they’re “too small” or “too heavy” for Salesforce economics?
And when clients ask for faster AI, faster deployment, faster experimentation — why stretch certified resources on work that slows you down?
You don’t have a capability problem. You have an expansion opportunity.
But when your client asks for something beyond CRM — HR workflows, internal operations, cross-department processes, lightweight automation — why leave that revenue on the table?
Why walk away from mid-market projects because they’re “too small” or “too heavy” for Salesforce economics?
And when clients ask for faster AI, faster deployment, faster experimentation — why stretch certified resources on work that slows you down?
You don’t have a capability problem. You have an expansion opportunity.
The CloudOffix Shift
CloudOffix makes you more agile — without touching your Salesforce core.
You continue serving your existing clients. But now you can extend into front-office operations with speed and better margins.
You can:
Salesforce remains the revenue engine. CloudOffix expands the business layer around Salesforce.
You continue serving your existing clients. But now you can extend into front-office operations with speed and better margins.
You can:
- Complement Salesforce with operational workflows around it
- Offer AI on top of unified business data — not siloed modules
- Integrate Salesforce into CloudOffix for easier operational use
- Deliver lightweight processes without heavy CRM customization
Salesforce remains the revenue engine. CloudOffix expands the business layer around Salesforce.
Your Expansion Advantage
With CloudOffix alongside Salesforce, you unlock structured growth in areas you already touch — but don’t fully monetize today.
- Stop declining opportunities
- Protect your margins
- Differentiate Strategically
- Increase deal size inside existing customers
- Accelerate time-to-value
- Future-Proof Your Practice