See the starting point, the work, and the operating result across real Salesforce and AI engagements.
A process that took about three business days now returns in about five minutes.
The operating system supported growth from 20 to over 400 employees.
The new experience launched on time and within the agreed budget.
“We threw them some major curveballs, they adapted quickly and delivered on-time anyway.”
“We recently did two projects with them - an org migration and building a custom agentforce agent. … Not only do I appreciate how thorough their work and processes are, but where they really stand out to me is in education and setting you up for success even after the project has concluded.”
A selection of customer stories and AppExchange feedback. Explore work like yours—then talk with us about your specific challenge.
Showing 51 selected examples
The internal team gained capacity without repeatedly resetting project context.
YouScience praises the team’s Salesforce knowledge, professionalism, planning, and execution throughout its consulting experience.
“Their professionalism, planning, and execution are all top-notch for the consulting industry.”YouScience ·Read the AppExchange review ↗
Teams gained a clearer renewal process and more consistent quote and contract management.
“[SOLVD.cloud] has been an outstanding long-term partner across a multiyear engagement spanning projects of every complexity level.”Blockdaemon ·Read the AppExchange review ↗
The team improved data integrity and gained reporting it could trust.
When Domo introduced unexpected changes, the team adapted and still delivered on time. The reviewer plans to work with SOLVD.cloud again.
“We threw them some major curveballs, they adapted quickly and delivered on-time anyway.”Domo ·Read the AppExchange review ↗
Teams gained a more efficient workflow and better visibility into client work.
“We recently did two projects with them - an org migration and building a custom agentforce agent. … Not only do I appreciate how thorough their work and processes are, but where they really stand out to me is in education and setting you up for success even after the project has concluded.”Evans National ·Read the AppExchange review ↗
The firm gained a more efficient CRM that was easier for its people to use.
Apica needed help with complex issues during its Salesforce implementation. The reviewer valued an experienced team committed to working through each challenge.
“I would highly recommend them to anyone trying to understand and fix complex issues in their Salesforce environment.”Apica ·Read the AppExchange review ↗
Salesforce became a closer fit for how the team served clients.
SPFG wanted a simpler Salesforce experience. SOLVD.cloud reorganized account records into distinct types with relevant fields, matching the team’s proposed design.
“the outcome of the project was exactly how we wanted it and imagined.”SPFG ·Read the AppExchange review ↗
Sales and renewal work became easier to manage from the Salesforce customer record.
Desert Ready Mix highlights proactive communication and hands-on project leadership that kept stakeholders informed and the team focused, improving productivity and morale.
“He was deeply dedicated to keeping his team on task, focused, and working efficiently”Desert Ready Mix ·Read the AppExchange review ↗
The new sales operating system launched successfully with clearer routing and reporting.
Across multiple projects, Thrive Agritech describes a team invested in solving its problems and bringing the tools and resources needed along the way.
“The team at [SOLVD.cloud] has worked with us on multiple projects and continues to prove they’re truly invested in our success.”Thrive Agritech ·Read the AppExchange review ↗
The company moved to one Salesforce org and completed the work under budget.
Odyssey Advisors received regular updates on hours and status, alongside ideas for using Salesforce more effectively to address its challenges.
“suggesting new ideas on how to best utilize Salesforce to solve our issues.”Odyssey Advisors ·Read the AppExchange review ↗
The revenue team gained a more repeatable process from inbound lead through renewal.
Weekly reviews gave E3 Wealth visibility into progress, hours, and potential delays. The project finished on time, with unused hours carried into its next engagement.
“we were able to not only complete the project on time, we had hours left to spare”E3 Wealth ·Read the AppExchange review ↗
The team gained a clearer operating process and a practical user guide for adoption.
CACU describes a consultant who stayed involved from the beginning, learned its business, and kept work moving through prepared meetings and quick responses.
“Connor Sandstrom has been with us from the beginning and is the very best part of our partnership.”CACU ·Read the AppExchange review ↗
Customer service work moved into a dedicated Salesforce foundation.
“Every thing that we need and want they helped us evaluate and come up with the best solution possible.”De Mase ·Read the AppExchange review ↗
“He provides learning knowledge & demo training videos of how our teams can be more self reliant within Salesforce.”LegalEASE ·Read the AppExchange review ↗
Davey Tree Wetland Services brought data and processes from two divisions and source CRMs into one Salesforce org, with custom features and continuity from key consultants.
“merging data and process from two separate divisions and source CRMs into one single Salesforce Org.”Davey Tree Wetland Services ·Read the AppExchange review ↗
“The system they helped us build fits how we already work, which made adoption much easier for the team.”Peak Retirement Planning ·Read the AppExchange review ↗
“The [SOLVD.cloud] team has improved our highly customized configuration of Salesforce significantly to match our business needs.”Coachsource ·Read the AppExchange review ↗
InContact Inc. describes informative guidance and useful solutions from a knowledgeable, responsive team. The reviewer recommends SOLVD.cloud as a Salesforce partner.
“They're very informative and delivered great solutions for our team.”InContact Inc. ·Read the AppExchange review ↗
After disappointing experiences with other partners, Motivo approached its migration cautiously. Listening, clear trade-offs, and strong project management earned a second engagement.
“They have managed this project so well that we are engaging them in the phase 2 of this project”Motivo ·Read the AppExchange review ↗
“The solution they provided has allowed the entire firm to work more efficiently.”Oakwell Private Wealth ·Read the AppExchange review ↗
Copperwynd Financial’s review highlights SOLVD.cloud’s understanding of the registered investment advisory business. Industry familiarity was what stood out to this client.
“They know the RIA business”Copperwynd Financial ·Read the AppExchange review ↗
Podium valued clear communication, organized work, and fast responses to feedback. The team also offered useful solution advice beyond the original instructions.
“They often went beyond stated instructions to add valuable advice on solutions.”Podium ·Read the AppExchange review ↗
Intentional Life Media reports substantial progress in its Salesforce environment, supported by responsive service and clear conversations about scope and timelines.
“Ben and the team are very responsive to our needs and timelines.”Intentional Life Media ·Read the AppExchange review ↗
REVA Global values a team that understands its business and recommends ways to simplify processes. Proactive communication and responsive support keep work moving.
“Their responsiveness and proactive approach mean we’re always moving forward without unnecessary delays.”REVA Global ·Read the AppExchange review ↗
Annexus describes a phased approach: define a useful minimum at each stage, streamline the rollout, and keep the work focused on project goals.
“allowing for streamlined roll-outs, effectively accomplishing project goals.”Annexus ·Read the AppExchange review ↗
My Salon Suite credits SOLVD.cloud with an instrumental role in developing its payment-processing solution and reports strong satisfaction with the result.
“[SOLVD.cloud] has been instrumental in developing our payment processing solution.”My Salon Suite ·Read the AppExchange review ↗
“Even though we only hired [SOLVD.cloud] part-time, I always knew how we were tracking and stayed on budget.”BOA Logistics ·Read the AppExchange review ↗
InfinitiHR describes meticulous, engaged project support. The reviewer credits the team’s attention to detail and dedication with a smooth, successful process.
“Their attention to detail and dedication made the entire process smooth and successful.”InfinitiHR ·Read the AppExchange review ↗
Callan Capital needed a plan for its Salesforce future. SOLVD.cloud analyzed the org, listened to stakeholders, and turned their needs into a concrete future-state design.
“build a well thought out design for the future state of our Org.”Callan Capital ·Read the AppExchange review ↗
Zingtree valued fast answers and delivery, paired with time spent understanding requests and their implications. The reviewer looks forward to another project.
“They spend time understanding, scoping and solutioning with the team”Zingtree ·Read the AppExchange review ↗
Otelier describes a team that understood its complex requirements and made the solution work. The public review identifies CPQ as the project product.
“Phenomenal team who understood our complex requirements and made it work.”Otelier ·Read the AppExchange review ↗
“we had comprehensive training sessions and ongoing support for our team, which empowered users to leverage its full potential.”Nile ·Read the AppExchange review ↗
New Engen describes an informative, transparent team and values the Salesforce help it received. The reviewer recommends SOLVD.cloud to other teams needing assistance.
“They are super informative, transparent, and they will get the job done.”New Engen ·Read the AppExchange review ↗
Moving to a new CRM instance felt overwhelming. RFG Advisory credits SOLVD.cloud with managing the moving parts and helping its team feel confident through the transition.
“Our [SOLVD.cloud] team has done an excellent job managing all of these moving parts and making us confident in this transition.”RFG Advisory ·Read the AppExchange review ↗
Since adopting Salesforce, WhisperKOOL has worked with SOLVD.cloud on tailored solutions for sales and customer service, continually refining everyday tasks and the customer experience.
“we are constantly collaborating on how to make day-to-day tasks more efficient”WhisperKOOL ·Read the AppExchange review ↗
PILYTIX needed to bring complex sales analytics into its customers’ CRM. SOLVD.cloud built an integrated Lightning Web Component and an installable package with documentation and data security in mind.
“producing a well-structured and easy-to-install package with an emphasis on crisp aesthetics, high-quality code, clean documentation, and data security.”PILYTIX ·Read the AppExchange review ↗
KLAS Research brought concerns about the way it used Salesforce. The reviewer describes a partnership that helped turn those concerns into viable solutions.
“they would help us come up with a viable solution.”KLAS Research ·Read the AppExchange review ↗
In its review, LVC Partners reflects on four years of working with SOLVD.cloud and expresses appreciation for the continuing relationship.
“[SOLVD.cloud] has been our trusted partner for the past four years.”LVC Partners ·Read the AppExchange review ↗
Better Money Decisions values a pragmatic approach, Salesforce knowledge, and an understanding of the financial services industry.
“understands financial services industry, is pragmatic about approach, is very knowledgeable about Salesforce.”Better Money Decisions ·Read the AppExchange review ↗
New York Mortgage Trust needed a custom portal and file-management system. Detailed scoping and weekly project reviews helped the team complete the work on time and within budget.
“we were able to finish the project on time and within budget.”New York Mortgage Trust ·Read the AppExchange review ↗
Don’t see your challenge here? Tell us what you’re working on →
High tech and SaaS, professional and B2B services, and financial services including wealth, credit, and insurance-adjacent businesses. Those are areas of particular depth. We also work with companies in other industries when the Salesforce needs and business goals match our expertise.
Yes. As we understand your project, we can discuss a relevant client reference and coordinate an introduction.
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