Wine and hospitality
DTC, tasting room, club, and wholesale in a single customer view.
Northern California
Salesforce and AI consultants for Santa Rosa, 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.
Sonoma County brings two patterns. Wine and hospitality businesses run direct-to-consumer alongside wholesale and need one customer record across both. Insurance and healthcare organizations need documented controls. Both come down to modeling the relationship properly instead of bolting another object onto a structure that never fit.
Where we help in Santa Rosa
Insurance
Policy, household, and renewal reporting with producer visibility.
Healthcare
Referral and intake workflows with role-scoped access.
Manufacturing and specialty food
Distributor and broker relationships, plus order history.
Santa Rosa engagements run remote on Pacific time, with on-site availability for discovery or launch weeks.
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 Santa Rosa?
Yes — Santa Rosa 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