CM Leveraged Solutions
Started in Austin Texas, CM Leveraged Solutions (CMLS) has been a Salesforce Partner since 2016. Our mission is to help companies improve business outcomes with data driven customer engagement.
As 2025 ends, we have worked with over 200 clients (180 delivered in collaboration with our partner network). We serve the Dallas-Austin-Houston-San Antonio corridor and work with select partners nationwide.
Our project expertise centers on B2B and B2C outcomes with Sales Cloud and Marketing Cloud. We also deliver Agentic Business to Agent (B2A) solutions with Data 360 and Agentforce which can include an AgentHealth AuditTM. These agentic solutions equip our clients with actionable first party customer data to increase ROI with enterprise grade compliance.
Clients
B2B Marketing
B2C Marketing
With over 20 years of cross-functional expertise in Marketing, Sales, and IT, we empower organizations to scale and thrive. We serve a diverse clientele across Financial Services, Healthcare, Government (via Carahsoft), Nonprofits, and Consumer Goods.
Our core competencies include:
Platform Expertise: Specialized implementation of Salesforce Industry Clouds (Financial Services and Health Cloud) and custom nCino solutions for banking.
Versatile Delivery: Managing everything from rapid “jumpstarts” to complex, long-term IT integrations.
Strategic Optimization: Driving value through process refinement, data integrity enhancements, and AI agent audits.
Agentic AI Trust and Governance: Bridging the gap between Salesforce Agentforce and enterprise-grade compliance with the AgentHealth AuditTM
Whether you need to streamline operations or revitalize your go-to-market strategy, we provide the technical depth to ensure your teams succeed.
Recent Posts
- Leveraging Data Cloud with Marketing Cloud empowers your marketing campaigns January 17, 2025
- Leveraging Marketing Cloud to maximize revenue impact January 5, 2024
- Leveraging Salesforce for Measurable Business Impact December 7, 2023