Salesforce partner since 2012 · Dallas, Texas
Run your company on Salesforce. Put AI to work inside it.
Cloud Mastery is a small, senior consulting partner. We implement, extend, and support Salesforce, and we build practical AI agents and automations on top of it, for companies that want results rather than a bench of junior consultants.
Trusted by teams in consumer goods, building materials, financial services, franchises, nonprofits, technology services, and manufacturer reps.
What we do
One partner for the whole platform, from first login to AI agents.
Most firms either implement or support. We do both, plus the custom work in between, so you never have to explain your business to a new vendor.
Implement Salesforce
New to Salesforce, or starting over? We sort out licensing, design around how your company actually operates, build in phases with demos along the way, and train your team before and after launch.
Learn more 02Extend & integrate
Already on the platform and need it to do more? Custom apps, integrations with accounting and ERP, e‑signature, and the reports and dashboards that finally give you clarity.
Learn more 03Applied AI
AI wired into your data, not bolted on. Agentforce where it fits, custom agents where it doesn’t, and automation of the busywork: lead research, case triage, quotes, and data cleanup.
Learn more 04Support & train
Day-to-day help for your users, new reports when you need them, security and maintenance, and steady improvements, all covered within your monthly engagement.
Learn moreCharles Naccio and his team did a phenomenal job of implementing Salesforce and migrating over our nationwide team of 150+ sales reps, all without skipping a beat.
Why Cloud Mastery
We’re small, we’re good, and we’re specialized.
We take on a handful of clients each year, and each one gets the best of what we have. That’s a deliberate choice, not a limitation.
Senior people on every project
The person who scopes your work is the person who builds it. No handoff to a junior team after the sales call.
Simple, transparent pricing
We bill hourly against a $5,000 monthly minimum. You always know what you’re paying for and who is doing the work.
A decade-plus on the platform
We’ve run Salesforce projects since 2012 across sales, service, franchises, nonprofits, and the back office. We’ve seen the mistakes, so you don’t have to make them.
Applied AI
AI that’s wired into your data, not bolted on.
Most “AI strategies” stall because the model can’t see the business. Yours lives in Salesforce, so that’s where we put the AI.
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Agentforce, set up right
Agents grounded in your objects, flows, and permissions, with topics and actions scoped to what they should touch.
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Custom agents where needed
When Agentforce can’t do it, we build agents on frontier models like Claude and connect them to Salesforce through its APIs.
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Busywork, automated
Lead research and enrichment, case triage and drafting, quote and document generation, data cleanup. The work nobody wants.
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Guardrails first
Every agent ships with logging, approval steps, and a human in the loop until it has earned your trust.
Reviews
What clients say when we’re not in the room.
“Charles and his team helped us build a complete gym franchise management system on the Salesforce platform. They have been a true partner in helping us build and scale our business.”
“I've always thought of Salesforce as just CRM software, but Charles convinced me otherwise. His team did a great job helping us leverage the platform to streamline and scale our operations.”
“We just really appreciate everything Charles and his team has done for us. They've taken our company from the Excel age to the cloud age with Salesforce.”
Let’s talk
Tell us where you’re trying to go.
Enter your details and we’ll reach out as soon as we get a chance. No pitch deck, just a conversation about your business and whether we can help.
- sales@cloudmastery.com