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.
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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.
Cloudsquare Success Consultant
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
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 SponsorOperations LeadPower 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 SponsorOperations 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
Phase 1
Kickoff
Kickoff is all about setting the foundation for a high-impact implementation. We onboard your project team, align on goals, configure the tools, and begin installation. Our teams collaborate to define timelines, schedule workshops, and ensure the right stakeholders are engaged from day one.
Stakeholders
Primary Point-of-Contact (POC)Executive Sponsor
During this phase, Cloudsquare will:
- Host the official kickoff meeting and introduce your dedicated project team
- Set up project tools, workspaces, and communication channels
- Align on the timeline, roles, deliverables, and any known roadblocks
- Establish your meeting cadence and schedule discovery sessions
- Request Salesforce access and credentials for any planned integrations
- Share collaboration folders, tools, and key project documentation
- Provide the implementation workbook to track decisions and next steps
- Share product overview videos to get your team familiar with the platform
Phase 2
Define
Define is where clarity meets customization. In this phase, we work closely with your team to map workflows, identify gaps, and capture detailed requirements based on how your business operates. It’s a deep dive into your processes and goals—aligning both teams on what needs to be built, how long it will take, and what resources will get us there.
Stakeholders
Primary Point-of-Contact (POC)Operations Lead
During this phase, Cloudsquare will:
- Install the Cloudsquare platform into your Salesforce environment and complete the necessary post-installation steps
- Help your team complete the implementation workbook so we can hit the ground running
- Lead a high-level walkthrough of the product to show what’s ready out of the box
- Guide collaborative working sessions to map how your team actually works
- Uncover what needs to be built for go-live—and what might need to evolve
- Revisit the original scope to make sure all sales commitments are covered
- Evaluate the updated timeline and resource plan based on what we’ve learned
- Finalize scope, timing, and budget so everyone’s aligned before the build begins
Phase 3
Build
Build is where ideas become real. With priorities locked and requirements approved, our team gets to work bringing your system to life. We build and test every user story with care, meet regularly to align on progress, and prepare the environment for hands-on training. This is where the real transformation happens—week by week, milestone by milestone.
Stakeholders
Primary Point-of-Contact (POC)Operations Lead
During this phase, Cloudsquare will:
- Build and test every user story approved during the Define phase
- Meet with your team weekly to prioritize what we focus on each sprint
- Hold internal daily standups to track progress and flag any blockers
- Complete all post-install steps outlined in your implementation workbook
- Get your environment ready for hands-on training with your team
- Confirm your team has watched the required training videos to prepare for training
Phase 4
Train
Train is where we prepare your team to take the wheel. We work closely with your designated power users to make sure they’re fully equipped to test and operate the system with confidence. By the end of this phase, your team will understand the workflows, know what to expect during testing, and be ready to provide meaningful feedback.
Stakeholders
Primary Point-of-Contact (POC)Operations LeadPower Users
During this phase, Cloudsquare will:
- Coordinate with your team to identify and schedule training for key power users
- Align on training goals, workflows, and what success looks like
- Walk your users through key features and workflows they’ll need to test
- Make sure everyone is prepared for the User Acceptance Testing phase
Phase 5
User Acceptance Testing
UAT is where your team validates the work we’ve done together. Power users test real workflows, confirm everything behaves as expected, and approve what’s ready. We’re right there with you—supporting testers, resolving issues, and making sure your system delivers exactly what was scoped.
Stakeholders
Primary Point-of-Contact (POC)Operations Lead
During this phase, Cloudsquare will:
- Support your power users as they test key workflows and functionality
- Address any unexpected behavior and make necessary adjustments
- Guide your team through the process of reviewing and approving user stories
- Ensure every item built meets the expectations outlined in the Define phase
Phase 6
Go-Live
Go-Live is the moment we’ve been building toward. Your platform is ready to run in production, and your team is prepared to use it. We’ll move forward together—coordinating the launch around your operations and providing hands-on support to make the transition smooth and successful.
Stakeholders
Primary Point-of-Contact (POC)Executive SponsorOperations Lead
During this phase, Cloudsquare will:
- Collaborate with your team to make the final Go/No-Go decision
- Schedule go-live with your stakeholders at a time that works best for your business
- Monitor the platform closely post-launch and resolve any issues quickly
- Provide hypercare support to ensure users feel confident from day one
- Be available to answer questions, support adoption, and troubleshoot anything that arises
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 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.
