Since 2018
Proven long-term commitment
on AppExchange
Third-party validated
$200M MSP Executive
Lived the problem you have
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Social proof from real clients
Your Team Shouldn't Be the Integration Layer
Most MSPs run Salesforce for sales, a PSA for delivery, and separate billing tools — and none of them talk to each other. Your team fills the gap manually. That gap is costing you.
Manual Handoffs
A deal closes in Salesforce. Someone re-keys it into ConnectWise or ServiceNow. Provisioning takes 3 days. Client frustration builds before delivery even starts.
Revenue Leakage
Every unbilled license, missed hour, and vendor invoice mismatch drains your margin. Industry data shows MSPs lose 10-14% of earned revenue this way. For a $10M MSP, that’s up to $1.4M per year.
Backward-Looking Reports
Your dashboards tell you what already happened. Your leadership team needs to know what’s about to happen. Right now, nobody trusts the forecast.
We Connect the Systems That Break After Closed-Won
Before founding CloudFirst, our president spent 11 years as VP of Technology at Vology — a $200M managed service provider. We didn’t learn your business from a training manual. We lived it, built the integrations, and saw what connected systems actually do for an MSP’s bottom line.
- Automated Deal-to-PSA Handoff – Close the deal in Salesforce. Everything your delivery team needs—client details, services sold, pricing, contacts—flows automatically into Netsuite, ConnectWise, Autotask, or ServiceNow. No manual data entry. No mistakes.
- Revenue Intelligence & Billing Reconciliation – We build dashboards that catch unbilled hours, flag vendor invoice discrepancies, and show exactly where revenue is leaking. Most clients find 5-10% more billable revenue within the first 60 days
- Executive Forecasting Intelligence – Replace lagging reports with forward-looking intelligence. See pipeline movement, capacity constraints, and accurate revenue forecasts—so you can make decisions based on what’s about to happen, not what already did.
What We Actually Do
We build four things for MSPs running Salesforce:
- Integration Layer — Salesforce connects directly to your PSA (ConnectWise, Autotask, ServiceNow) and ERP (NetSuite, Certinia). When a deal closes, everything flows automatically.
- Revenue Intelligence — Dashboards that catch unbilled hours, flag invoice discrepancies, and give leadership a forecast they can actually trust.
- Sales Automation — Eliminate the manual data entry consuming 30% of your sales team’s week.
- Managed Salesforce Services — Ongoing admin, optimization, and support so your org never falls behind.