Healthcare and medical groups
Intake, referral, and multi-location reporting.
Boise area
Salesforce and AI consultants for Meridian, Idaho
We live in AI. We breathe Salesforce. There are no salespeople here — the first call is with someone who has been personally accountable for delivering implementations.
Meridian companies are frequently in the middle of the growth curve where informal process stops working. Twenty people can hold the pipeline in their heads; eighty cannot. The work is defining process well enough to automate it, then implementing only as much Salesforce as the process needs.
Where we help in Meridian
Construction and trades
Bid pipelines, job records, and subcontractor management.
Retail and consumer services
Location-level performance and customer history.
Professional services
Project pipelines, staffing, and utilization.
Meridian work runs remote on Mountain time. Managed administration is common here — we own the org so nobody internal has to learn it on nights and weekends.
What we do
Salesforce consulting
Org diagnostics, data modeling, Experience Cloud, Apex and Flow engineering.
Microsoft 365 & automation
Power Automate, and Salesforce to Microsoft integration that holds up.
AI & agents
Agents grounded in your real customer data, not a demo dataset.
Managed & fractional
A senior owner on retainer instead of a hire you cannot justify yet.
Common questions
Do you work with companies in Meridian?
Yes — Meridian and the surrounding Boise area. Leadership is Nevada-based and all delivery is United States-based.
Do I have to talk to a salesperson first?
No. There are none here. Everyone who engages with you has been accountable for delivering implementations. Why that matters.
Will you take a small project?
Yes. Small, well-defined work gets scoped and shipped quickly, and priced accordingly. An org audit with a written recommendation is a common start.
Nearby
Talk to an implementer
Tell us what is not working in your org. You will hear back from a senior person, not a sales desk.
Or email paul@cloudyincalifornia.com · (775) 600-2775