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.
5.0
4.8We do not stop until it is right.
From kickoff to go-live, your Cloudsquare Success Team manages the entire project, configures the platform to your unique workflow, and stays hands-on until you are fully live. You partner with a Salesforce-certified Success Consultant who has deep experience in both Salesforce and lending operations.
We act as your long-term lending tech partner.
Our Salesforce-certified Success Consultants bring deep expertise in lending. We lead every session with best practices, hands-on experience, and a clear plan to get you live. You get real industry expertise.
Getting live is one thing. Getting ROI is what we care about.
You have clear goals: more fundings, faster approvals, cleaner workflows. Our team takes the time to understand how you measure success, then configures your platform to support it. From implementation through post-launch, every decision ties back to your outcomes.
We implement. You operate. Business as usual.
Implementation should not slow down your day-to-day. We manage the process end to end and involve your team only when it counts. We come prepared, drive each milestone forward, and make the whole experience seamless.
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
Your team gets practical, role-based enablement across every department. We provide recorded sessions and a knowledge base to drive adoption and confidence across every user.
Executive sponsorship
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.
Product support
Support does not stop at go-live. You have free, ongoing access to our customer support team for questions, troubleshooting, and platform guidance.
The Cloudsquare Implementation Process
Purpose-built for lending. Delivered by experts. We have fine-tuned our approach to get you live quickly and see immediate ROI for your business. Two paths, both led by your Success Consultant.
Guided Launch
A streamlined program with everything you need to get live fast.
Kickoff
Welcome aboard. We map out your implementation and build the foundation for a strong partnership.
In this phase, Cloudsquare will
- Introduce your full Cloudsquare project team and points of contact
- Set up clear communication channels so no one is left guessing
- Align on the project timeline, deliverables, key players, and risks
- Request access to Salesforce and any systems we will 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
Installation
We install Cloudsquare into your Salesforce environment and make sure it is fully operational.
In 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
Configuration
This is where the platform starts taking shape. We configure Cloudsquare to match how your business operates, based on the requirements we gathered.
In 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
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.
In this phase, Cloudsquare will
- Lead working sessions to walk through platform workflows and key features
- Train your power users so they are 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
Go-Live
Go-live is where everything comes together. We run final validations, activate your users, and stand by to support your team as they begin using the platform in production.
In 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
Exact Fit
An enterprise-grade implementation tailored to your unique business needs.
Kickoff
Kickoff sets the foundation for a high-impact implementation. We onboard your project team, align on goals, configure the tools, and begin installation.
In 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
Define
Define is where clarity meets customization. We work closely with your team to map workflows, identify gaps, and capture detailed requirements based on how your business operates.
In this phase, Cloudsquare will
- Install the Cloudsquare platform into your Salesforce environment and complete the 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 is 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 have learned
- Finalize scope, timing, and budget so everyone is aligned before the build begins
Build
Build is where ideas become real. With priorities locked and requirements approved, our team brings your system to life, week by week and milestone by milestone.
In 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
Train
Train is where we prepare your team to take the wheel. We work closely with your designated power users so they are fully equipped to test and operate the system with confidence.
In 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 will need to test
- Make sure everyone is prepared for the user acceptance testing phase
User acceptance testing
UAT is where your team validates the work we have done together. Power users test real workflows, confirm everything behaves as expected, and approve what is ready.
In 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 reviewing and approving user stories
- Ensure every item built meets the expectations outlined in the Define phase
Go-Live
Go-live is the moment we have been building toward. Your platform is ready to run in production and your team is prepared to use it. We coordinate the launch around your operations.
In this phase, Cloudsquare will
- Collaborate with your team to make the final go or 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 so users feel confident from day one
- Be available to answer questions, support adoption, and troubleshoot anything that arises
Start scaling your lending operations today.
Cloudsquare is the Salesforce-native lending platform backed by a team of Success Consultants who understand both your industry and the way your team works.