We are SalesForce partners. CloudBudget (CB) embeds in the Salesforce (SF) environment. All data is stored in Salesforce data centers. Security including backups is provided by Salesforce.
It is possible to integrate with both on-platform and off-platform solutions. We have great experience in both. Partner integrations are welcome as well.
Every CB user must have a SF license and a CB license. Situations with Community users are handled individually. License payments are annual.
We require a minimum of five seats.
Yes. CloudBudget loves to work with nonprofits and offers substantial license fee discounts. We have numerous happy customers in this vertical.
CloudBudget is a team of 15. CloudBudget is located in Chapel Hill, NC.
Yes we do, and much more.
Typical implementations take from 4 to 10 weeks depending on the pace and complexity of the project.
Yes, references are available upon request.