CloudFirst Labs - Turn Salesforce Into Your MSP Revenue Engine - Cloud First Labs - AppExchange
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CloudFirst Labs - Turn Salesforce Into Your MSP Revenue Engine
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 37
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 5
  • Year this company was founded Founded 2017
CloudFirst Labs - Turn Salesforce Into Your MSP Revenue Engine
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Turn Salesforce Into Your MSP Revenue Engine with Sales-to-PSA Automation

MSP-focused Salesforce automation that frees your sales team from administrative busywork. Automate workflows, integrate with PSA, ERP, and ITSM tools (ServiceNow, NetSuite, ConnectWise), and build forward-looking dashboards that predict pipeline, not jus

Highlights

  • MSP-Specialized Integration Experts: Connect Salesforce to leading PSA, ITSM, and ERP platforms—automate deal-to-delivery handoffs so closed deals flow directly to your service teams without manual data entry.
  • Eliminate Sales Team Busywork: Free your reps from administrative data entry with intelligent Salesforce Flow automation—let them focus on closing deals and building relationships, not updating fields.
  • Forward-Looking Intelligence, Not Backward Reports: Build predictive dashboards that show which deals will close, where revenue gaps exist, and what actions to take today—stop managing through the rear-view mirror.


Description

Turn Your Salesforce Into an MSP Revenue Engine####Most MSPs waste hours on Salesforce data entry, can't forecast accurately, and lose details when deals move to delivery. We fix this.####What We Do####Eliminate Busywork - Automate workflows so sales teams focus on revenue, not data entry.##Predictive Dashboards - Show which deals will close and where revenue gaps exist.##Automate Handoffs - Integrate Salesforce with ServiceNow, NetSuite, ConnectWise, Zendesk, and many others. ##Closed deals flow automatically to delivery—no re-keying.####Why MSPs Choose Us####We specialize in MSP ecosystems. Work directly with certified admins, developers, and integration architects who understand PSA integration and recurring revenue models.####Capabilities####Salesforce Sales/Service/Experience Cloud | MuleSoft Anypoint (IDP, RPA) | PSA/ITSM/ERP Integration | Flow Automation | Lightning Development####Most clients see productivity gains within 90 days.

Geographic Focus

United States
Colorado Florida New York

Languages

English

About Cloud First Labs CloudFirst Labs is the Salesforce partner built for Managed Services Providers. Founded by a former VP of Technology at a $200M MSP, we help MSPs turn Salesforce from an administrative burden into a revenue engine — by automating sales busywork, delivering forward-looking pipeline intelligence, and connecting Salesforce directly to your PSA, ERP, and ITSM tools (ServiceNow, Autotask, Zendesk, ConnectWise, Netsuite, Quickbooks, Microsoft Dynamics) so closed deals flow seamlessly into service delivery. Full-service team. Agile process. Results within 90 days.

Headquarters
Tampa, FL
Phone
813-694-2597