Financial services and fintech
Household, account, and producer models with defensible controls.
Salt Lake area
Salesforce and AI consultants for Salt Lake City, Utah
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.
Salt Lake has a dense financial services and healthcare sector sitting next to a fast-moving software economy, and the two produce opposite failure modes. Regulated organizations over-restrict until nobody can report; growth companies under-restrict until the data is unusable. Both need an architecture decision more than they need a new tool.
Where we help in Salt Lake City
Healthcare and life sciences
Referral, intake, and validation-aware workflows.
Logistics and distribution
Order-to-cash visibility across systems.
Mining, energy, and industrial
Contract, asset, and long-cycle opportunity tracking.
Salt Lake City engagements run remote on Mountain time. Delivery is United States-based, and the senior person you meet first stays with the work.
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 Salt Lake City?
Yes — Salt Lake City and the surrounding Salt Lake 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