We help managed services providers turn their Salesforce investment from an administrative burden into a revenue engine.

Most MSPs are drowning in CRM admin work—sales reps spend 30% of their time just managing Salesforce instead of selling. And even with all that data entry, executives still can't forecast accurately or spot problems in their pipeline until it's too late. Worse, when deals close, critical information gets lost in the handoff from sales to delivery. Your team ends up manually re-entering customer details into NetSuite, ServiceNow, Autotask, or ConnectWise—creating gaps that slow down service delivery and frustrate clients.

Contract deal to cash revenue revops

 

We don’t just “do Salesforce”—we connect Salesforce directly to your PSA, ITSM, and ERP

We fix three things fast:

First, we automate the busywork so your sales team focuses on revenue, not data entry.

Second, we build intelligent dashboards that give you forward-looking insights—not just reports about what already happened, but what’s about to happen in your pipeline.

Third, we connect Salesforce directly to your PSA and ITSM tools so when you close a deal, everything your delivery team needs flows automatically into ServiceNow, Autotask, or ConnectWise. No re-keying, no delays, no missed details.

Is CloudFirst Labs Right For You?

We Can Help You If:

  • You’re an MSP doing $1M+ in annual revenue
  • You’re running Salesforce alongside a PSA, ERP, or ITSM that isn’t properly integrated (or doesn’t exist yet)
  • Your sales team is spending significant time on manual data entry and handoffs
  • You suspect you’re losing revenue between systems, but can’t quantify it
  • You’re ready to fix the problem, not just talk about it

integrate crm pas erp itsm

Ready to supercharge your MSP?

Take the next step in your digital transformation journey by reaching out to a member of our team today!

Get in Touch!