Leverage Salesforce for Revenue Impact

As Archimedes imagined, with a big enough lever a person could move the world!

Started in Austin Texas, CM Leveraged Solutions (CMLS) has been a Salesforce consulting partner since 2016.  We focus on B2B and B2C outcomes leveraging Sales Cloud, Marketing Cloud, Data 360 and Agentforce. We emphasize delivering measurable outcomes where performance and security coexist.   Through a commitment to data integrity and transparent governance, we offer an AgentHealth AuditTM so that intelligent agents may operate as reliable extensions of the workforce.  

We have served market segments as varied as Financial Services, Healthcare, Government (Carahsoft partner), Nonprofits and Consumer Goods.

 

Clients

Testimonials

We engaged with CM Leveraged Solutions (CMLS) to help us with our existing Marketing Cloud and nCino integration. The goal was to be able to measure Marketing Cloud's business impact effectively. CMLS' expertise with Marketing Cloud and Sales Cloud (nCino) allowed us to streamline our customer engagement. Specifically, we wanted traceable loan attribution for new prospects and existing customers in our growth marketing programs. Honestly we did not know what capabilities we had with Marketing Cloud until CMLS helped us. Thanks to their guidance, we now have a clearer view of customer journeys, improved personalization and measurable ROI. Highly recommend CMLS for any firm looking to leverage Salesforce.
Space Transportation Association (STA) is an industry trade association dedicated to supporting policies that advance robust, affordable space transportation for NASA, DOD, and commercial markets. STA hosts a number of events each year supporting its objectives which includes events in the Washington, DC area. As our business scaled, we decided to purchase the secure and automated Salesforce Pardot tool, but we needed help implementing our custom approach to event planning. CM Leveraged Solutions (CMLS) was chosen to complete the Pardot project which also involved large scale data migration among other things. This project required CMLS to work closely with our internal team to meet a tight schedule to kick off our custom event registration process. This project also provided significant training to build capacity within our team to use the tool. We liked CMLS so much that we have continued to use them on other projects. Highly recommend CMLS for Salesforce, Pardot, Quickbooks integration, and data migration
Richard Coleman
Space Transportation Association, President
CMLS went above and beyond to help us with our project. We were on the tail end of setting up our Salesforce account and looking to start journeys, when Chris noticed that we were utilizing a very manual process for bringing our data into Salesforce, so he helped us set up an automated solution through Dataloader and helped us troubleshoot it until everything was working perfectly for our data imports. His work on our survey journeys has been thorough, and he has been very responsive and open to feedback. Overall, we are very satisfied with his work and recommend his services
Stacey Schumacher
Texas Coaltion for Animal Protection, Executive Directeor
For our B2B business strategies we use Salesforce Marketing Cloud Account Engagement for automated marketing. When we decided to implement changes for new campaign strategies, CM Leveraged Solutions (CMLS) was chosen through one of our partners to complete. This project required a review of our previous design, an improvement of data modeling, and a build out of marketing assets for customer journeys. All we asked was that it was finished on time and with live training that helped our international team build capacity with the platform. CMLS exceeded expectations and I highly recommend for Salesforce and Marketing Cloud!
Jenny Nichols
Trelleborg, Global Marketing Manager

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