MM Cloud Operations
Enterprise Systems Advisory

Enterprise Systems Consulting for Companies Outgrowing Their Setup

We fix the CRM, billing, and integration problems that quietly show up as your company grows — pricing and approval logic that stops working, support cases falling through the cracks, systems that fall out of sync, and audits that turn into scrambles. Built by senior architects, not a generalist agency.

Who We Are

Practitioner-Led. Not a Generalist Agency.

MM Cloud Operations is an independent systems advisory led by senior certified architects — not a large agency where your project gets handed off to whoever's available.

We specialize in one thing: making sure the CRM system your team relies on every day still works the way it should as your company grows.

Senior Architect on Every Project
Fixed-Scope Pricing, No Surprise Bills
Enterprise-Grade Security
Clear, Documented Handoffs
Our Approach

How We Work

Integrations Built the Right Way

We connect your other systems to Salesforce without ever exposing your core data directly — so nothing breaks, and nothing's at risk.

Audit-Ready by Design

Every project follows IT governance best practices from day one. When audit season comes, you're ready — not scrambling.

Built to Move the Numbers That Matter

We prioritize the fixes that actually shorten your sales cycle, clear support case backlogs, and get your team out of manual data entry.

Certified Salesforce ExpertsSalesforce CPQ & Quote-to-CashCustomer Service & Case ManagementCustom API & Webhook IntegrationsAudit & Compliance ReadyITGC & System GovernanceContract & Order Form AutomationRevenue OperationsSales & Service OperationsFixed-Scope Pricing
Certified Salesforce ExpertsSalesforce CPQ & Quote-to-CashCustomer Service & Case ManagementCustom API & Webhook IntegrationsAudit & Compliance ReadyITGC & System GovernanceContract & Order Form AutomationRevenue OperationsSales & Service OperationsFixed-Scope Pricing

Our Services

Specialized technical administration and systems engineering across revenue and customer service operations, built to handle high transactional volume.

01

CRM Setup & Automation

We set up and maintain the day-to-day engine of your CRM environment — including Salesforce — covering system optimization, custom object schema design, and declarative administration.

02

Customer Service & Case Management

We configure Email-to-Case, Omni-Channel routing, and case assignment rules in Salesforce Service Cloud, and set up Zendesk for teams that run support there, so requests reach the right team without manual triage.

03

Revenue Operations

We set up product catalogs, pricing logic, and Quote-to-Cash processes across the platforms you run revenue through — including Salesforce CPQ and Zuora.

04

Custom API & Webhook Pipelines

Connecting web portals and banking frontends directly to CRM backends using Boomi, secure Webhooks, and REST APIs.

05

ITGC & System Governance

IT General Controls compliance and audit readiness, applied consistently across Salesforce, Zuora, and other CRM platforms.

06

Contract & Order Form Automation

Order form and contract generation and workflow automation with Conga and Ironclad, tied to your quoting and approval process.

Reference Architecture

Connecting a Banking Platform to Salesforce, Without the Risk

A common scenario: a customer-facing banking platform needs to feed directly into Salesforce — without ever exposing its core database to outside systems. Here's the pattern we build:

  • Every new signup flows into Salesforce automatically, in real time.
  • Duplicate records are caught and merged automatically, so reps never work the same lead twice.
  • If anything in the pipeline breaks, our team is notified immediately — before it becomes the client's problem.
The result: a fully automated intake process the team doesn't have to think about.
How It's Built
1

Signup Triggers a Webhook

Secure Webhook

The banking frontend fires a secure webhook the moment a new signup happens.

2

Middleware Validates the Data

Validation Layer

The payload passes through a validation layer before it ever touches Salesforce directly.

3

Salesforce Ingests & Routes

Flow Automation

Flow automation picks up the validated record and routes it automatically — no manual entry required.

Flexible Structures

Engagement Models

Targeted project execution or long-term system administration tailored for your enterprise growth rate.

Systems Audit

Comprehensive review of your current Salesforce org, security controls, and technical debt.

Fixed Fee
  • ✓ Security & Access Governance Check
  • ✓ Automation Health Assessment
  • ✓ Prioritized Remediation Roadmap
Request Audit
Most Popular

Integration Sprint

Dedicated project execution for CPQ builds, Service Cloud setup, Webhook integrations, or data pipelines.

Project Based
  • ✓ End-to-End Architecture & Build
  • ✓ Custom Webhook / API Engineering
  • ✓ User Acceptance Testing & Deployment
Start Project

Managed Partner

Ongoing senior architectural oversight, maintenance, and strategic revenue and service operations support.

Monthly Retainer
  • ✓ Dedicated Systems Administration
  • ✓ Priority Issue Resolution
  • ✓ Monthly Release Management
Explore Retainer

Ready to Modernize Your Enterprise Cloud Stack?

Connect directly with our lead architects to review your custom requirements.

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