Launch Right. Launch Fast. Implementation Done Right.

Structured. Fast. Proven. Our Salesforce-certified Success Consultants lead every phase to ensure your platform is ready to scale your lending operation.

The Cloudsquare Implementation Process

Structured. Fast. Proven. Our Salesforce-certified Success Consultants lead every phase to ensure your platform is ready to scale your lending operation.

Our Commitment

We don't stop "Until It's Right"

From kickoff to go-live, your Cloudsquare Success Team will manage the entire project, configure the platform to your unique workflow, and stay hands-on until you are fully live.

We act as your long-term lending tech partner, not just an installer.

Our Salesforce-certified Success Consultants bring deep expertise in lending. We don’t just show up and ask for requirements. We lead every session with best practices, hands-on experience, and a clear plan to get you live. You get real industry expertise, not generic consulting.

Getting live is one thing. Getting ROI is what we care about.

We know you have clear goals: more fundings, faster approvals, and cleaner workflows. Our team takes the time to understand how you measure success, then configures your Cloudsquare platform to support it. From implementation through post-launch, every decision ties back to your outcomes.

We implement. You operate. No disruptions. Business as usual.

Implementation shouldn’t slow down your day-to-day. We manage the process end-to-end and involve your team only when it counts. You’ll never be buried in tasks, homework, or endless decisions. We come prepared, drive each milestone forward, and make the entire experience seamless.

You will partner with a Salesforce-certified Success Consultant with deep experience in both Salesforce and lending operations. We'll manage the entire project, ensure the platform is configured to match how your business truly operates, and ensure you see value with Cloudsquare immediately. From kickoff to go-live, you get a platform built right, without the chaos.

Our Team

We own the outcome with you

Your Cloudsquare Success Consultant is backed by a team of implementation, training, and technical experts who take ownership alongside you. We guide every phase, coach your users, solve blockers, and drive key decisions so your launch stays on track and your platform is ready to scale the moment you go live.

Customer Enablement

We don’t just train, we empower. Your team gets practical, role-based enablement across all departments. We provide recorded sessions, and a knowledge base to drive adoption and confidence across every user.

Executive Sponsorship

Your success is our priority from the top down. Our leadership team is available for strategic check-ins, reviews, and roadmap conversations to ensure Cloudsquare continues to support your goals over time.

Strategic Guidance

Every week, we meet to move the build forward. We align each milestone to your workflows, offer insight on best practices, and ensure every decision supports long-term scalability, not just to simply go-live.

Product Support

Support doesn’t stop at go-live. You’ll have free, ongoing access to our customer support team for questions, troubleshooting, and platform guidance, so you’re never left figuring things out alone.

The Cloudsquare Implementation Process™

Purpose-built for lending. Delivered by experts. We’ve fine-tuned our approach to get you live quickly and see immediate ROI for your business.

Choose your path

Guided Launch

A streamlined program with everything you need to get live fast.

Exact Fit

An enterprise-grade implementation tailored to your unique business needs.

Phase 1 - Kickoff

Welcome aboard. We’ll map out your implementation and build the foundation for a strong partnership.

Stakeholders: Primary Point-of-Contact (POC), Executive Sponsor

During this phase, Cloudsquare will:

  • Introduce your full Cloudsquare project team and points of contact
  • Set up clear communication channels so no one’s left guessing
  • Align on the project timeline, deliverables, key players, and risks
  • Request access to Salesforce and any systems we’ll be integrating with
  • Share collaboration folders and tools to centralize project assets
  • Provide the implementation workbook to guide the process
  • Share product overview videos so your team gets familiar with the platform
  • Schedule discovery sessions for any purchased add-ons

Phase 2 - Installation

We'll install Cloudsquare into your Salesforce environment and ensure it's fully operational.

Stakeholders: Primary Point-of-Contact (POC), Operations Lead

During this phase, Cloudsquare will:

  • Install Cloudsquare into your Salesforce org and complete all post-install steps
  • Set up user access, roles, and permissions based on the implementation workbook
  • Run validation checks to confirm your environment is ready for configuration
  • Host requirement gathering sessions for any purchased add-ons
  • Provide full access to our Knowledge Base with articles, how-to videos, and training resources

Phase 3 - Configuration

This is where the platform starts taking shape. We configure Cloudsquare to match how your business operates based on the requirements we gathered.

Stakeholders: Primary Point-of-Contact (POC)

During this phase, Cloudsquare will:

  • Configure all purchased add-ons based on your scope and implementation workbook
  • Conduct a full system check to make sure everything is ready for enablement
  • Coordinate and schedule enablement working sessions with your team

Phase 4 - Enablement

Enablement is where everything comes to life. Through live working sessions, we fine-tune the platform alongside your team—adapting it to your exact workflows while training users in real time. You’ll leave each session with a system that feels built just for you.

Stakeholders: Primary Point-of-Contact (POC), Executive Sponsor, Operations Lead, Power Users

During this phase, Cloudsquare will:

  • Lead working sessions to walk through platform workflows and key features
  • Train your power users so they’re confident managing the system on day one
  • Create fields, adjust page layouts, and update list views live with your team
  • Fine-tune settings based on your feedback to ensure everything feels just right

Phase 5 - Go-Live

Go-Live is where everything comes together. We’ll run final validations, activate your users, and stand by to support your team as they begin using the platform in production. Through real-time assistance, working sessions, and minor adjustments, we ensure the transition is smooth and your team is fully equipped to succeed.

Stakeholders: Primary Point-of-Contact (POC), Executive Sponsor, Operations Lead

During this phase, Cloudsquare will:

  • Run a final readiness check to ensure the system is complete and functioning as expected
  • Be on standby to provide real-time support and guidance as your team goes live
  • Host additional working sessions if needed to reinforce training or resolve questions
  • Make small adjustments to enhance the user experience and reduce friction
  • Transition your account to Product Support and complete formal project sign-off

Loved by the Industry Leaders in Lending

See what our customers love about Cloudsquare

See why industry leaders choose Cloudsquare to streamline operations and accelerate growth. Don’t just take our word for it. Explore our reviews on the Salesforce AppExchange, G2, Capterra, and more!

Their commitment to excellence and customer care truly sets them apart.

Brein Weiss

One of the Best Decisions We Made

Their hands-on approach, responsiveness, and commitment to delivering results have elevated our operational capabilities and positioned us for long-term success.

Gerbian King

Cloudsquare - #1 SMB Finance CRM

Cloudsquare has been essential to CapFront’s growth and success for over 4 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it.

Zack Fiddle

A Game-Changer: Cloudsquare

Cloudsquare is not just software, it's a game-changer, a remarkable investment for any brokerage business seeking a powerful and effective solution. Highly recommended!

Bruno Santos

Scaling as Fast as Possible

The platform's flexibility and automation have allowed us to scale as fast as possible. The equipment finance industry needed a new solution, and this is it.

Tyler Stump

Cloudsquare has been a game-changer for our alternative lending business.

Frankie DiAntonio

A proven implementation process that powers the top performers

Cloudsquare is the only Salesforce-native lending platform backed by a team of Success Consultants who understand both your industry and the way your team works. Join the lenders shaping the future of finance with a platform built to streamline operations and set you up for long-term success.

Trusted support for every step of your journey

Managed Services

Continuous support from the team that knows your business and your build.

Consulting On-Demand

Fast, ad-hoc support with no contracts, no scope, and no commitment.

Start scaling your lending operations today

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The Cloudsquare Guarantee

Built with Confidence. Backed by Commitment.

We stand behind the quality and reliability of the Cloudsquare platform.

15-Day Risk-Free Evaluation

Experience Cloudsquare. If it’s not the right fit, you’re protected.

100% Money-Back Guarantee

Cancel within 15 days from signing for a full refund. No friction. No fine print.