Healthcare and medical groups
Referral pipelines, patient-adjacent intake, and multi-site rollups.
Northern California
Salesforce and AI consultants for Roseville, California
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.
Placer County companies tend to be growing quickly enough that the systems decision was made under pressure. A Salesforce org set up for twelve people rarely survives sixty without a rethink of objects, ownership, and reporting. The fix is usually less dramatic than a reimplementation and more disciplined than another round of custom fields.
Where we help in Roseville
Financial services
Household and relationship models, plus advisor-level reporting.
Technology and SaaS
Renewal and expansion motion, usage data, and clean forecasting.
Professional services
Project pipelines, staffing, and utilization visibility.
We work with Roseville and greater Sacramento clients on Pacific time from our Nevada base, with on-site visits available for the moments that benefit from a room and a whiteboard.
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 Roseville?
Yes — Roseville and the surrounding Northern California. 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