Digital process automation.
In one single system: Salesforce.
Customised to your business.

 
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Your partner for digital transformation. Your partner for Salesforce.

We are process optimisers. We are IT specialists. We are a certified Salesforce partner.
In short: we are cloudworx – the Salesforce agency for digital process design and optimisation in small and medium-sized enterprises.

As a Salesforce implementation partner and Salesforce app developer, we support you on your journey to digital transformation. We analyse your existing business processes. Together, we create a digital ideal. We implement it extremely efficiently. And we also take into account the people who work in your company.

The result: Maximally automated processes that are perfectly orchestrated and coordinated.

These customers already trust us as their Salesforce partner:

Our services to digitally automate your Processes.

Salesforce CRM-Consulting.

Are you currently looking for a suitable CRM solution but unsure whether Salesforce is the right choice for you? Do you have questions about CRM? No problem. As a Salesforce partner, we will give you an initial, no-obligation insight into the Salesforce system and show you what Salesforce can do. Together, we will find the best CRM solution for you and your company.

Salesforce Process Consulting.

Salesforce is more than just a CRM system. Salesforce enables you to connect and organise all your data, process steps and stakeholders on a single platform. We take a close look at your business, show you where you are slowing yourself down with manual work and how Salesforce can save you time.

Salesforce Implementation.

We sit down together, work out a digital ideal for your system and processes, and set up Salesforce for you according to your requirements. So you can get started right away with a ready-to-use CRM. We accompany you through every phase of your project, from workshops to training. And if you want, we'll even go above and beyond.

Salesforce Scaling.

As your business grows, so do the demands on your CRM system. New processes, tasks and responsibilities are added, while others are eliminated. We support you in adapting and scaling your CRM and implement these requirements for you. So that you can continue to grow uninterrupted in the future.

Salesforce Training.

Just as important as the optimal system itself is the involvement of your employees and teams in the CRM project. To prevent any fear of change and new technology from arising in the first place, we train your colleagues and prepare them for the smooth implementation of Salesforce.

Salesforce Integrations.

Do you use platforms and systems that you want to connect to Salesforce so that information flows to a central location? Do you want to integrate certain functions, such as telephony or video calls, into Salesforce, but don't quite know how? We have experts in our team who can help you with exactly that.

Salesforce Health Check.

You currently manage your Salesforce structure in-house, but would like an external opinion on a specific aspect? Or would you like to put your system through its paces? We offer an independent health check for your Salesforce CRM. We check system security and updates and identify potential areas for improvement. We are your collaborator – exactly when you need us.

Our cloudworx.packages: S, M and L.

Want to get your Salesforce CRM project off the ground quickly and easily? Then our cloudworx.packages are the ideal solution for you.
Our approach: as standardised as possible, as customised as necessary.

Salesforce App Development.

We have extensive experience in developing and delivering Salesforce AppExchange solutions. Do you have an idea for a Salesforce app but no programming experience? Then take advantage of our knowledge, because we can turn your AppExchange idea into reality. Get in touch with us!

Our areas of Expertise.

cloudworx.legaltech

Whether Dieselgate, aviation claims or life insurance, we optimise your legaltech business model with maximal automation. In no other area do we have more experience. In no other do we have larger projects. This has enabled us to have a wide knowledge and a long catalogue of process components that can be tailored and implemented to your needs. So we save you time and money in implementing your automated law processes.

navigate_nextTo 21legal's Success Story

cloudworx.finance

We are a company with years of experience in founding and building companies. And we know the financial world both from the perspective of start-ups and from the point of view of investors. The result is several successfully implemented projects focusing on venture capital and fund management. Let us build on that with a next joint project optimising your deal flow.

navigate_nextTo UVC Partners' Success Story

cloudworx.marketplace

Marketplaces are not only present in our daily lives in our own consumption, they have also been there for our company since the very first project carried out. Whether professional translators for companies or private jets for wealthy individuals. We have experience in designing sophisticated mediation mechanisms between the supplier and the consumer. We are happy to provide the link in your chain.

cloudworx.x

No matter which topics you approach us with, we are ready. Experience shows that the variance in the digitalisation of business processes results more from the individual composition of problems than from the true individuality of single challenges. 80% of the process nodes to be resolved are independent from the industry and stem from the company itself. They can be solved particularly efficiently with the help of intelligent standards. We take pride in finding the individual solution for the remaining 20%.

navigate_nextTo lingoking's Success Story

cloudworx.real.estate

Real estate is more than just buildings; it's investments, dreams and opportunities. With our deep experience in developing Salesforce solutions, we have the key to meeting the dynamic demands of the real estate sector. We offer tailor-made solutions based on state-of-the-art technology and best practice approaches to maximise the value of your portfolio and streamline processes. Together, we set new standards in the real estate world. Let's start the journey together!

cloudworx.logistics

Logistics is the backbone of global trade; it connects markets, drives growth and creates opportunities. With our comprehensive expertise in implementing Salesforce solutions, we are ideally equipped to meet the complex challenges of the logistics industry. Our tailor-made solutions combine advanced technology with proven strategies to increase the efficiency of your supply chains and optimise operational processes. Together, we are driving the evolution of logistics. Join us on this exciting journey!

cloudworx.software

Software-as-a-Service is at the heart of modern business models; it transforms industries, automates processes and opens up new growth opportunities. As a SaaS company, we know the challenges of this sector first-hand and have gained our own experience. With our in-depth knowledge of Salesforce solutions, we are ideally equipped to meet the specific requirements of the SaaS market. Our tailor-made solutions combine industry-leading technology with proven strategies to optimise your operations and increase revenue. Together, we are shaping the future of SaaS. Let's embark on this revolutionary journey together!

Our apps for your Salesforce CRM.

Our cloudworx.solutions include our apps on Salesforce AppExchange and our exclusive cloudworx.components. These flexible solutions extend your Salesforce system with essential features such as document generation, online banking, email integration and invoice management. So you can harness the full potential of Salesforce.

Our partners. For your best solution.

Aircall offers an intuitive, cloud-based telephone solution. It can be easily integrated into your Salesforce system so that you can start a phone call directly from Salesforce. We at cloudworx will help you with the integration.

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Salesforce takes care of your customers – Flexperto takes care of communication. With Flexperto, you can digitise your entire consulting and sales process: from scheduling appointments and video consultations to final e-signatures. And the best part is that you can do all of this from your familiar Salesforce environment. We'll show you how.

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With Dropbox Sign, you can easily prepare, send, sign and track electronic signatures and contracts. All directly in Salesforce. At cloudworx, we can help you set up and use Dropbox Sign.

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High data quality is a huge factor in success. With Plauti's data management solutions, you have full control over finding, validating and cleaning up incorrect data in your Salesforce CRM system. This allows you to make business decisions based on accurate data.

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Klippa specialises in intelligent document processing. Using advanced technologies such as OCR and machine learning, Klippa converts unstructured data, such as scans and paper documents, into structured and computer-readable formats.

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Achieve more in less time. We digitalise your business processes. And help you gain significant advantages.

50% Less work.

Double the efficiency, half the work. No matter how: we help you to reduce the organisation workload of your co-workers by 50%. So they can concentrate on the important things. How? With seamless work processes and automation.

30% Better Conversion-Rate.

Turnover is an appealing word – thanks to never missing an important reminder! We build seamless work processes tailored to you that help your co-workers never forget an important task again. Improve your sales team’s rates with automated follow-ups.

100% More customer contact.

What do you do again? No matter how complex your service is, with our help, your customers will know who you are. Always. We help you create a professional automated marketing scheme. Your customers will receive customised emails thanks to detailed segmenting according to your needs. Your co-workers don’t even have to be actively involved.

0% Redundant tasks.

What was that again with the incoming invoice stamp? You can’t remember? Not to worry! We help you digitally store all the important information you need exactly where it needs to be. This avoids tiresome steps in the process. The automation of the necessary takes care of the rest. You can concentrate on the tasks that actually bring you value.

1 System for everything.

1500 employees, 5 locations, 1 system. We develop integrated processes that can be managed all in one system. No more looking after five different tools containing the same data. One system, one database, one password.

100% On-time outgoing payments.

10 letters, 5 reminders? No more! We help you only receive reminders when you choose not to pay. Thanks to fully integrated payment processes, you can pay your providers with a click of a button. Reminders are included if it ever gets to that point.

20% Quicker incoming payments.

Late outgoing invoices and manually sending reminders are the main reasons for their late payment. Improve your customers’ payment habits with automated outgoing invoices and reminders. And with automated payment allocations, your system informs you of payments in real-time.

90% Less repetitive correspondence.

Everyday the same old thing? Nice! Apart from when everything has to be done manually. Whether quotes, follow-ups or invoices: send your customers personalised emails based on the current status. Fully automated or with barely any effort needed for your co-worker. Improve your co-workers’ efficiency and motivation.

„If you are looking for an uncomplicated, experienced, efficient Salesforce development partner with whom you not only feel competent, but also supported by colleagues, then cloudworx is the right place for you. We are very satisfied with the cooperation. Especially in the financial sector, where the corresponding processes such as access rights/visibility etc. are enormously important due to security regulations, the experience of cloudworx is demonstrated time and again, resulting in efficient briefing and perfect solutions. Thank you!“

Chris Peter

Blue Horizon, Digital Solutions

„Our requirements were - and are still - complex. In cooperation with Timo Müller, and later cloudworx, we could pinpoint them, simplify them and most importantly, implement just one solution. With cloudworx, we feel we are in good hands.“

Nils Mahler

lingoking, CEO

navigate_nextDiscover The Success Story

„Thanks to Timo and the team at cloudworx, we were able in very little time to implement our most crucial processes, namely dealing with new investment opportunities and requests, and be more productive and professional in our dealings. We have a brilliant ground system that can be improved even further and expanded together with the help of cloudworx.“

Jan Sessenhausen

Cusp Capital, General Partner

navigate_nextDiscover The Success Story

„I was surprised by the reactivity to new, and complex, requirements and their rapid implementation. All in impeccable quality. That’s difficult to find.“

Cajus A. Steinhauer

MEAJET, Founder & CEO

navigate_nextDiscover The Success Story

„Thanks to the partners of cloudworx, we are getting better and better at identifying and controlling time wasters in the law firm's daily routine. Particularly impressive are the competent support in the analysis, the on-time delivery as well as the compliance to the promised budget. That is why I value cloudworx as consulting partner.“

Wilhelm Lachmair

21legal Rechtsanwaltsgesellschaft, CEO

navigate_nextDiscover The Success Story

„How it should be: cloudworx delivered outstanding speed and quality paired with value-add beyond pure implementation. Process automation with a focus not only on content but also usability generated great acceptance throughout the team, led to improved performance and productivity.“

Benjamin Erhart

UVC Partners, Partner

navigate_nextDiscover The Success Story

„It used to take us ages to write personalised quotes and invoices. Now, we can do it with a click of a button - thanks to cloudworx.“

Sascha Metzger

Lead Software Developer

„Excel spreadsheets and various filing systems really slowed us down; fortunately, thanks to Timo and his team, this is a thing of the past for us. Now we have an efficient system where we always have a clear overview of our investments and collaborations; on desktop and mobile.“

Benjamin Junghans

STIHL Digital, Senior Investment Manager

navigate_nextDiscover The Success Story

„Growth can only happen when tasks that don't require thinking are automated by efficient systems like Salesforce. Cloudworx immediately understood and implemented our requirements. Perfect.“

Sebastian Paasch

Managing Director

„Thanks to the good cooperation with cloudworx, we were able to automate our processes to a large extent through the introduction of Salesforce, so that we now have more time and resources for other tasks.“

Marc Mertens

Senior Manager IT

„Due to their high degree of flexibility and fast reaction time, the cloudworx team can respond incredibly well to the needs of the customer and they have a solution ready for almost every wish. We particularly liked the fact that the people behind cloudworx are also just people like you and me and communicate at eye level.“

Jana Gerlach

fliesimo GmbH, Managing Director

„Thanks to cloudworx and the cloudworx.components, we were able to integrate functionalities into our Salesforce system for which we previously had to use our own software solutions. This has enabled us to save costs and has greatly improved efficiency and reporting. Working with the cloudworx team was a productive process.“

Herrmann Fuchs

Constares, IT Backoffice

navigate_nextTo the success story

„I appreciate the professional and extremely appreciative cooperation with the cloudworx team. Individual requirements were always correctly understood and promptly implemented. Promises made regarding timelines and costs were always met.“

Jürgen Sarauer

PSV GmbH & Co. KG, Managing Director

„We are very satisfied with the personal project support and reliable implementation of the cloudworx team. Overall, thanks to the commitment of cloudworx, we were able to optimally adapt and use Salesforce for our company. The team worked with professionalism and efficiency on the challenges set and enabled a smooth project success. cloudworx has always adapted flexibly to our requirements and contributed constructive ideas for optimization.“

Said Ghalamkarizadeh

SAID Marketing & Vertriebsservices, Managing Director

„A big thank you to the entire cloudworx team for their great support! We particularly appreciate the fast and pragmatic solutions that are precisely tailored to the needs of our small company. Digital invoice processing is now much more efficient for us - a real relief in our everyday work!“

Felix Senelle

casimo Servicefertigung GmbH & Co.KG, Managing Partner

„cloudworx has been our trusted partner for Salesforce process development since 2024. From the moment we first made contact, we felt that we were in the best hands with the cloudworx team. They have helped us to optimise and enhance our Invoice to Cash and Purchase to Pay processes by automating outgoing invoicing, the dunning process and cash entry reconciliation, as well as building us a subscription management model with a client portal. Thanks to their products and amazing support, we can now efficiently manage our banking processes, document and email templates, and e-invoices in Salesforce. We would like to thank Sarah Griggs and the entire cloudworx team for their extraordinary support during our digital transformation journey. We greatly appreciate it. We look forward to working with you on future projects.“

Ferenc Csontos

ICEF GmbH, Finance Manager

This is what you can expect from us.

Your company is as unique as the people who work there. As a Salesforce partner, we embrace this individuality. We look at all of your company's processes, not just part of them.

Cost transparency, fast implementation and our own efficiency form the cornerstones of our methodology – essential criteria for a successful joint project. We follow clear principles when implementing your processes. We adhere to these principles out of deep conviction. This ensures that we all enjoy working together.

Individuality.

It sounds obvious, but unfortunately it is not: with us, understanding comes first. We look at how you and your business work. We go for individuality and reject any default solutions or blind implementation. We believe ideas are the makings of dialogues.

Holism.

Sales represents the beginning of your value chain. Not the end. Accordingly, your IT process should not end with the conclusion of the contract. We look at your business in its entirety - and we'll talk to you about service delivery, accounting, and any other processes relevant to your business. Our maxim: one system for all employees.

Transparency.

You tell us what you need, we'll tell you what it costs. Firmly calculated fixed prices and standard daily rates give you the opportunity to assess our performance. No ifs and buts.

Speed.

The journey is the destination. Sounds good? We think not! We think it’s better to get somewhere on the journey. Our approach is agile. We do it in small, fast iterations, turning ideas into reality quickly. Solutions that are available rapidly and that can be quickly optimised. We respond to changeable conditions for you right away.

Efficiency.

Why reinvent everything when a small tweak leads to the same result? We reject all-inclusive solutions - yet you benefit from intelligent standards that we have worked hard for. If needed, we use these standards. Saving us time and you money.

Quality.

The quality of our services is our highest priority. We ensure this through extensive unit and user tests. However, if we should make a mistake, we prefer the elimination solution to everything else. Questions that you have about our services we will try to answer the very same day. And on a side note: the "cloud" in our name stands (also) for the Bavarian skyline. All our services are provided in Germany, with self-qualified staff. We have don’t operate with offshoring or subcontracting. Only permanent employees and strictly selected freelancers work on your projects. Promise!

Simplicity.

What good is the best IT system in the world if nobody understands it? Nothing! That’s why we provide processes that are intuitive, direct and easy for the user. No hidden information, no eternal click-paths, no nonsensical processes - no forever training new colleagues. Our mission is to understand your business and employees so well that your IT processes are aligned with you. Not the other way around.

01

Understanding

02

Consulting

03

Implementing

There are specialists in processes. There are specialists in IT. We are both.

At cloudworx, we are a team with a wealth of experience. We are digital natives to the core. We have an unbridled passion for optimising and automating your business processes. As a Salesforce partner, we advise companies and help them streamline their processes so that their business model is scalable in practice. And we put this into action – for your digital success!

What makes us different? We are not just programmers or consultants. We combine both roles in one person. In many different ways, but always with complete conviction!

Timo Müller

Founder & CEO

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Behind cloudworx is Timo Müller, an entrepreneur with a passion for his work. He has always had two loves in his life – programming and business. He is responsible for all strategic business decisions at cloudworx and is the lead developer of our Salesforce apps and solutions.

Daniel Castilla

Web Developer

Thanks to his many years of experience and wide variety of web projects, Daniel always finds the right solutions – even for the most complex problems. He is familiar with all aspects of web development and can not only implement solutions, but also provide advice in all project phases. He is our expert when things get really tricky from a technical standpoint.

Kilian Mio

Cloud & Product Developer

With an academic background in Mathematics and Computer Science, as well as experience in building and operating IT systems, Kilian brings analytical thinking and strong technical expertise. As an open-source enthusiast, he advocates modern development approaches and supports the team on challenging web and cloud projects.

Daniel Ebel

Senior Consulting Developer

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As one of our first employees, Daniel has been with the company since day one and knows our customers' processes like the back of his hand and is particularly enthusiastic about simplifying complex tasks. His area of expertise is optimising processes in law firms and legal tech companies using Salesforce.

Sarah Griggs

Senior Consulting Developer

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Sarah is a native Brit and thanks to her studies in France, our absolute language talent. As a result, Sarah looks after many of our English-speaking customers and is our expert for implementing Salesforce and optimising processes in ventures and start-ups.

Thomas Flecken

Senior Consulting Developer

Thomas is our expert for complex business processes, automation and high technical requirements. He enjoys tackling difficult questions, finds a solution for every tricky logic problem and implements it pragmatically in the customer's system. When he solves a problem, you can be sure that it works.

Florent Krasniqi

Consulting Developer

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With a degree in computer science from the Technical University of Munich, Florent is a consulting developer at cloudworx specialising in tackling demanding technical challenges. His ability to analyse complex business processes and develop efficient automation solutions contributes significantly to improving operational efficiency for our customers.

Thomas Horny

Consulting Developer

As an electronics engineer for devices and systems, Thomas brings a clear and structured way of thinking to the table, which he further developed during his computer science studies at THU Ulm, where he specialised in automation, robotics and computer vision. He supports our team as a consulting developer with his trained eye for technical interrelationships and well-thought-out solutions.

Manuel Mayer

Working Student Consulting Developer

With an interdisciplinary background in Industrial Engineering and Management from HTBLuVA Dornbirn and ongoing Computer Science studies at the Technical University of Munich, Manuel brings a broad technical and business perspective to cloudworx projects. His structured, hands-on approach enables him to implement complex Salesforce automation processes efficiently and with a strong focus on solutions.

Oliver Klingbeil

Working Student Consulting Developer

He studies Computer Science at the Technical University of Munich and brings strong analytical thinking and technical understanding to customer projects. With a structured way of working and a high willingness to learn, he contributes to building efficient, scalable solutions.

Simon Räde

Trainee Consulting Developer

Drawing on his in-depth technical knowledge and an analytical yet creative approach to problem-solving, Simon develops tailored solutions. His interdisciplinary experience enables him to consider different perspectives and tackle even complex requirements in a structured manner.

Luis Hezareh

Working Student Productmanagement

As a working student in product management, Luis supports cloudworx as a technical interface between product development and our customers.
His focus is on creating and maintaining product documentation, using his technical skills from his business informatics studies to create transparent and understandable presentations of our products.

Sven Lackmann

Sales Manager

Sven is an experienced Sales Manager with many years of B2B experience, including in startups and scaleups. He has helped build and grow companies himself and understands the challenges of growth, scaling, and change from first-hand experience.

Jens Stahlmann

Sales Manager

Jens has been at home in B2B IT sales and partner management for many years. He knows how to build and successfully develop long-term customer and partner relationships based on trust. He supports growth, scaling, and transformation initiatives with a clear focus on people, quality, and partnerships.

Luana Weiß

Marketing Managerin

Thanks to her degree in marketing management, Luana is our expert on everything related to marketing. She knows how to turn good ideas into strong strategies and puts them into practice with creative approaches and strong organisational skills.

Maximilian Maier

Working Student Marketing

With a background in Media Psychology and the upcoming Master’s program in Consumer Science at TUM, Max brings his understanding of the interface between consumer behavior and marketing. In the marketing team, he uses his strength – the combination of psychological know-how with analytical thinking – which allows him to implement strategies not only creatively but also in a results-oriented way.

Luca Rösel

Head of HR

Would you like to work with us? Then you can't get around Luca. Luca is our HR specialist and takes care of every step: from the application to joining the ‘LieblinXteam’. She is also our first port of call for all internal HR matters and always has an open ear.

Violetta Berschauer

Working student in HR & Finance

Violetta is fully involved as a working student in the HR and finance department: she provides support throughout the entire application process, brings fresh ideas to recruiting and takes on responsibility in finance. She draws on her knowledge from her studies in business administration with a focus on social management in all of her tasks.

Ludwig

Head of Happiness

As a professional wellness specialist, he has supported us at cloudworx from the very beginning. With his many years of professional experience, he ensures a deeply relaxed atmosphere within the team, even in stressful moments. He likes to spend his free time hunting, swimming and sleeping.

Hope

Junior Happiness Manager

Hope came to Germany from Spain in autumn 2020 to seek a new challenge. She supports Ludwig in our day-to-day office work to the best of her ability. For Hope, a perfect day consists of equal parts belly rubs, chasing mice and cuddling her favourite teddy bear, which has already been repaired several times.

cloudworx Blog

Welcome to our blog – we're glad you're here! Here we keep you up to date on all topics related to Salesforce and digitalisation. Our blog also provides helpful tips on software solutions and process optimisation in your company.

Would you like to work with us?

Above-average pay with a share in the company's success. Completely flexible working hours and holiday arrangements. No fixed dress code. Freedom to design your own workplace. Flexible career development based on your personal interests. Exciting projects with well-known brands from Germany's small and medium-sized enterprises and start-up world (e.g. legal tech, finance & VC, private aviation, language services). And the best of all: We still have places available!

kununu - Recommended by employees!
Made in Bavaria
100% DSGVO compliant
Getestet.de - Very good
Top service - Very good
Satisfaction guaranteed

Have we sparked your interest? Then get in touch with us. We will be happy to take the time to answer your enquiry!

What are you waiting for? You are only one step away.

+49 [0]800 - 25 68 396
info@cloudworx.agency

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