Customer Stories

Real outcomes,
delivered in days, not months.

Every story below is a real engagement — same operational pain points your team is facing, same SaaS platforms, same scrutiny on budget and timeline. Cloud Nerd + DAISA delivered all of them at a fraction of the cost and pace of a traditional consultancy.

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EP Wealth Advisors
Financial Services
EP Wealth Advisors
30 weeks

EP Wealth's advisors were spending more time in spreadsheets than with clients. We fixed that.

Cloud Nerd rebuilt EP Wealth's client operations platform on Salesforce FSC — eliminating 100+ manual workflows, connecting 9 financial platforms, and aligning marketing with the advisor database for the first time.

Salesforce FSCMuleSoftHubSpotDocuSignEgnyte
Strategy & RoadmapArchitecture & Design
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Red Mountain Weight Loss
Healthcare
Red Mountain Weight Loss
26 weeks

18-Platform Healthcare Integration: Red Mountain's Digital Spine Built on Salesforce

Enterprise Salesforce Health Cloud implementation for a multi-location healthcare brand — 18 platform integrations, Experience Cloud patient portal, 26-week agile delivery, and full Envision Cloud data migration.

Salesforce Health CloudShopifySage IntacctDell BoomiZapier+1
Strategy & RoadmapArchitecture & Design
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UpScript Health
Healthcare
UpScript Health
6 months

From Startup to Scale: Building UpScript Health's Salesforce Command Center in 12 Sprints

Bidirectional Salesforce ↔ OMS integration for a telehealth startup — 12 agile sprints, 23-table data migration via MuleSoft, 22 automated patient email flows, and a production-ready clinical CRM.

Salesforce Sales CloudSalesforce Service CloudMuleSoft
Strategy & RoadmapArchitecture & Design
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Heritage Investors Management Corp.
Financial Services
Heritage Investors Management Corp.
12 weeks

Automating Statement Distribution for a Boutique Investment Manager on Salesforce FSC

Salesforce FSC implementation with fully automated statement and invoice distribution pipeline — Experience Cloud investor portal, Conga Composer PDF merge, Zapier workflow, and 20-table Satuit data migration.

Salesforce FSCConga ComposerZapierExperience Cloud
Architecture & DesignBuild & Implement
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Legacy Knight
Financial Services
Legacy Knight
10 weeks + ongoing

Wealth Management Meets Private Equity: Legacy Knight's Unified Salesforce Platform

Salesforce FSC with both Wealth Management and Private Equity navigation apps — Fund, Fund Commitment, Participant, and Allocation objects; Pardot; household relationship automation; and Practifi data migration.

Salesforce FSCSalesforce PardotHubSpotBox.com
Strategy & RoadmapArchitecture & Design
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Nystrom
Manufacturing
Nystrom
16 weeks

Bridging Sales and Operations: Nystrom's Salesforce to Microsoft D365 ERP Integration

Custom bidirectional Salesforce ↔ Microsoft D365 ERP integration via APEX REST API — real-time pricing retrieval, account and order sync, 3-attempt retry logic, event logging, and 13 CRM Analytics KPI dashboards.

Salesforce Sales CloudMicrosoft D365 ERPCRM Analytics
Architecture & DesignBuild & Implement
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Delta Millworks
Manufacturing
Delta Millworks
20+ weeks

From Custom Quotes to Scalable Operations: Delta Millworks' CPQ and ERP Transformation

Salesforce CPQ implementation for a custom wood products manufacturer — configurable product bundles, channel-specific price books, professional quote documents — followed by a NetSuite ERP gap analysis and full implementation.

Salesforce CPQNetSuite ERPSalesforce Sales Cloud
Strategy & RoadmapArchitecture & Design
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Cornerstone Wealth Group
Financial Services
Cornerstone Wealth Group
12 weeks

Retiring the Spreadsheet: Cornerstone Wealth Group Unifies Client Data on Salesforce FSC

Salesforce FSC implementation for a multi-state RIA — household relationship modeling, 8 automated workflows, HubSpot bidirectional sync, 10-table data migration, and Salesforce Inbox for advisors.

Salesforce FSCHubSpotSalesforce Flows
Architecture & DesignBuild & Implement
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Badgley Phelps Wealth Managers
Financial Services
Badgley Phelps Wealth Managers
14 weeks

From Junxure to Salesforce FSC: Badgley Phelps Modernizes Its Advisor CRM

Full Salesforce FSC implementation and Junxure CRM migration for a Seattle-area independent RIA — Orion Advisor integration, FSC Action Plans, household relationship modeling, and multi-table data migration.

Salesforce FSCOrion Advisor ServicesSalesforce Flows
Architecture & DesignBuild & Implement
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IronScales
Technology
IronScales
14 weeks

Scaling a Cybersecurity SaaS GTM Engine on Salesforce and Marketing Cloud

Salesforce Sales Cloud and Marketing Cloud implementation for a high-growth cybersecurity SaaS — territory-based lead routing, behavior-based ICP scoring, 10+ email nurture journeys, and closed-loop marketing attribution.

Salesforce Sales CloudMarketing CloudSalesforce Flows
Architecture & DesignBuild & Implement
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Pluckers Wing Bar
Restaurant & Hospitality
Pluckers Wing Bar
8 weeks

Bringing CRM Discipline to a Growing Texas Restaurant Franchise

Salesforce Sales Cloud for franchise development — custom Site Evaluation object, standardized franchise pipeline stages, automated follow-up workflows, and 6 leadership dashboards tracking pipeline, conversion, and territory.

Salesforce Sales CloudSalesforce Flows
Architecture & DesignBuild & Implement
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Kriczky Wealth Management
Finance
Kriczky Wealth Management
2 weeks

Two Weeks to a Production-Ready Wealth CRM — Kriczky Goes Live on FSC

FSC Quickstart for a boutique wealth manager: household and client object configuration, financial account setup, relationship entity mapping, permission sets, and go-live in two weeks.

Salesforce FSC
Architecture & DesignBuild & Implement
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Richard P. Slaughter Associates
Finance
Richard P. Slaughter Associates
8 weeks

Slaughter Associates Trades Spreadsheets for a Sales-Ready CRM in Eight Weeks

Full Salesforce financial services CRM implementation for a multi-advisor RIA: lead flows, client data model, financial account objects, marketing automation, ScheduleOnce and GoToMeeting integrations, and custom reporting.

SalesforceScheduleOnceGoToMeeting
Strategy & RoadmapArchitecture & Design
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Wentworth Capital
Finance
Wentworth Capital
12 weeks

Wentworth Capital Gets a Full Sales Engine: CRM, Marketing Automation, and AI Analytics

Enterprise Salesforce build for a capital firm: Sales Cloud with territory management, Pardot marketing automation, Einstein Analytics dashboards, Salesforce Mobile, and marketing material ordering — delivered in 12 weeks.

Salesforce Sales CloudPardotEinstein AnalyticsOutlook 365
Strategy & RoadmapArchitecture & Design
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Cresset Capital
Finance
Cresset Capital
12 weeks

Cresset Capital Builds Its Entire Client Operations Platform on Salesforce FSC

Enterprise FSC platform for a multi-family office: new client sales process, advisor and client servicing workflows, Addepar portfolio integration, document generation, e-signature, and full agile delivery over 12 weeks.

Salesforce FSCAddeparDocuSignPandaDocSalesforce Chatter
Strategy & RoadmapArchitecture & Design
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Level Four Advisors
Finance
Level Four Advisors
10 days

Level Four Advisors Migrates 12 Object Types from Redtail to Salesforce FSC in Ten Days

Redtail-to-Salesforce FSC data migration for a Texas RIA: 12 object types including households, contacts, financial accounts, notes, and tasks migrated with full success logs delivered in 10 days.

Salesforce FSC
Migration & Modernization
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Cole-Parmer
Manufacturing
Cole-Parmer
6 weeks

Cole-Parmer Gets a Clear Path Forward on a 10-Year-Old eCommerce Stack

Six-week eCommerce architecture assessment for a global life sciences brand: current-state platform audit, three platform path evaluation (Optimizely upgrade vs. commercetools re-platform), risk analysis, and implementation roadmap.

OptimizelyBloomreachAuthorize.netNew RelicGoogle Analytics 4
Strategy & RoadmapArchitecture & Design
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Global Nephrology Solutions
Healthcare
Global Nephrology Solutions
16 weeks

Global Nephrology Solutions Builds a Patient 360 on Salesforce Health Cloud

Salesforce Health Cloud implementation for a nephrology practice management firm: Patient 360, Care Coordinator configuration, bidirectional EMR integration, CTI telephony, marketing automation, and SMS — delivered via agile sprints over 16 weeks.

Salesforce Health CloudSalesforce Marketing Cloud
Strategy & RoadmapArchitecture & Design
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Institute for Study Abroad
Education
Institute for Study Abroad
8 months

IFSA Builds a Gamified Study Abroad Matching App on Salesforce — in Eight Months

Custom Angular-based Salesforce Communities application for a study abroad nonprofit: 50 program filter elements, authenticated student toolbox, program comparison, home institution approval workflow, and Salesforce reporting — built over 8 months.

Salesforce CommunitiesAngularSalesforce APEX
Architecture & DesignBuild & Implement
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Korb Health Group
Healthcare
Korb Health Group
12 months

Korb Health Connects Its EHR, Payment Gateway, and Patient Scheduling in One Custom Platform

Managed services engagement for an Austin healthcare group: Tebra EHR integration, payment gateway connectivity, custom web app for patient scheduling workflows, and ongoing software development and support.

Tebra EHR
Build & ImplementIntegrations
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Optovue
Healthcare
Optovue
16 weeks

Optovue Merges Two Salesforce Orgs and Migrates 90,000+ Records to SAP After Acquisition

Post-acquisition Salesforce consolidation for a medical device manufacturer: bidirectional sync of two Salesforce orgs, data harmonization, and migration of 90K+ Install Base, Service Case, and Clinical Application records to SAP FSM/ERP.

SalesforceSAP FSM/ERP
Architecture & DesignBuild & Implement
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Elite 365
Professional Services
Elite 365
4 weeks

Elite 365 Gets a Purpose-Built Staffing CRM on Salesforce in Four Weeks

Sales Cloud quickstart for a staffing and recruiting firm: applicant tracking system configuration (Jobs, Submissions, Placements), Vonage CTI integration, Definitive Health data connection, automated workflows, and go-live in four weeks.

Salesforce Sales CloudVonage CTIDefinitive HealthOutlook
Architecture & DesignBuild & Implement
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Tritium Partners
Professional Services
Tritium Partners
2 weeks

Tritium Partners Builds an Executive Placement Tracking System on Salesforce in Two Weeks

Custom Salesforce Sales Cloud configuration for an executive search firm: executive contact tiering, target role classification, relationship manager assignment, overdue outreach automation, and leadership reporting in two weeks.

Salesforce Sales Cloud
Architecture & DesignBuild & Implement
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Concord Wealth Partners
Finance
Concord Wealth Partners
14 weeks

Concord Wealth Partners Moves Off Practifi and Builds a Fully Integrated Wealth Platform on Salesforce FSC

Practifi-to-FSC migration and full wealth management CRM build: 30 data objects migrated, CAM process automation, Orion Connect, Box.com, eMoney, Pardot, Calendly, and Office 365 integrations — delivered in 14 weeks.

Salesforce FSCOrion ConnectBox.comeMoneyPardot+2
Strategy & RoadmapArchitecture & Design
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EduSmart
Education
EduSmart
6 weeks

EduSmart Connects Its EdTech Sales and Marketing Operations on Salesforce in Six Weeks

Sales Cloud + marketing automation implementation for an EdTech company: reseller sales process, district-level account model, Pardot integration, drip campaigns, web lead forms, and automated playbooks — delivered in 6 weeks.

Salesforce Sales CloudPardot
Architecture & DesignBuild & Implement
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VOV Enterprises
Professional Services
VOV Enterprises
6 weeks

VOV Enterprises Refactors Its Salesforce-Native vAlign Application to Eliminate Technical Debt

Salesforce application refactoring for a SaaS company: APEX-to-Flow migration, data schema cleanup, custom metadata kill switch for automation, Lightning component development, permission set redesign, and full technical documentation.

Salesforce LightningSalesforce APEX
Architecture & DesignBuild & Implement
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Kanrad
Professional Services
Kanrad
8 weeks

Kanrad Modernizes Its Salesforce Org, Adds Pardot, and Migrates Fully to Lightning in Eight Weeks

Salesforce modernization for a tech company: Sales Cloud audit and gap remediation, Pardot implementation with 4 drip programs, full Lightning migration with converted reports and pages, go-live in 8 weeks.

Salesforce Sales CloudPardotSalesforce Lightning
Architecture & DesignBuild & Implement
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Secure Records Solutions
Professional Services
Secure Records Solutions
6 weeks

Secure Records Solutions Builds a Sales and Service Platform on Salesforce — with Document Management and Data Migration

Sales Cloud + Service Cloud for a records management firm: pipeline, Email-to-Case, PandaDoc document generation, Outlook sync, and a custom Total Recall import script with data migration at launch.

Salesforce Sales CloudSalesforce Service CloudPandaDocOffice 365
Architecture & DesignBuild & Implement
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Ascendant Capital
Finance
Ascendant Capital
12 weeks

Ascendant Capital Builds an Enterprise Salesforce Platform for Fund Distribution Sales and Operations

Enterprise Salesforce for a fund distribution firm: Channel and RIA sales processes, territory management, selling agreement and commission tracking, Service Cloud with escalation, DocuSign, Conga PPM generation, Allworx CTI, and Box.com.

Salesforce Sales CloudSalesforce Service CloudDocuSignBox.com
Strategy & RoadmapArchitecture & Design
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FirstREX
Finance
FirstREX
8 weeks

FirstREX Builds a Loan Application, CTI, and Credit Integration Platform on Salesforce in Eight Weeks

Custom Salesforce implementation for a real estate fintech: multi-channel loan intake (web, portal, rep), CloudCall CTI with queuing, Credco credit integration, Conga state-specific disclosures, Tableau BI, Calendly scheduling, and Salesforce1 Mobile.

Salesforce Sales CloudTableauCalendly
Architecture & DesignBuild & Implement
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Your story is next.

Tell us about your stack and what's breaking. We'll come back with a phased plan, a timeline measured in days, and a cost that won't require board approval.

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