CRM Consultants & Implementation Partners in Charleston, SC

Cloud on Tap is a consulting company in Charleston, South Carolina, that concentrates on Salesforce. Its clients are businesses that either want to start using Salesforce as their customer relationship management system or want to draw more value from a setup they already have. The same applies to Pardot, the marketing automation platform that sits alongside Salesforce. The firm's core work is advising on these two systems and fitting them into the way a client's organization operates day to day.

Who the firm serves

The audience is companies that have chosen, or are considering, Salesforce for managing customer relationships and Pardot for automating marketing. Some of these organizations are at the start of that path and need guidance on adoption. Others already own the tools and want better results from them. In both cases the firm's role is advisory first, followed by the hands-on work of bringing the platforms into the business.

Services

The firm's offering is split between the two products it specializes in:

• Salesforce CRM consulting
• Salesforce implementation and integration
• Pardot marketing automation consulting
• Pardot implementation

Consulting and implementation are listed as separate services for each platform. A client can therefore look for strategic guidance, for technical setup, or for both. Integration is a named part of the Salesforce work, which reflects the firm's emphasis on making these systems function as part of the wider business rather than as standalone tools.

Partner credentials

Cloud on Tap presents itself as a Salesforce implementation partner. It describes itself as both a Salesforce Partner and a Pardot Select Partner. Because of this, its consulting is built around the Salesforce ecosystem and not spread across several competing CRM vendors. Members of its team have also attended Dreamforce, the annual user conference that Salesforce holds, which indicates continued engagement with the platform community.

Background and team

The company was founded in 2012 and has more than a decade of work centered on Salesforce. Third-party listings place its headcount between 10 and 49 people, so it is a small to mid-sized firm. It operates from a single office on Morrison Drive in Charleston.

What sets it apart

For buyers comparing CRM partners in South Carolina, Cloud on Tap offers a local team with a narrow specialty. Its expertise covers both sales-oriented CRM and marketing automation, and that pairing may appeal to organizations that want their sales and marketing systems configured together instead of through separate vendors. A long operating history focused on one vendor's products, along with formal partner standing for both Salesforce and Pardot, forms the basis of its pitch to prospective clients.