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Enter the world of Salesforce and make your customers happier

Palturai creates a global network that establishes connections between companies, institutions, and decision-makers. This enables customers to leverage data for their own businesses and obtain unique, profitable insights.



Many of Palturai’s customers use Salesforce. The need for a managed package connecting the two solutions appeared on the clients' side, as they:

wanted to access all the data from the BusinessGraph upon viewing a given Account in their Salesforce CRM;
needed to combine the functionalities of the BusinessGraph and Salesforce in one place to reduce the time spent on switching between the two systems.


Project scope

Salesforce package creation;
Integration of the package with Palturai API;
Linking Salesforce records with Palturai data;
Enabling the drawing of Account & Contact relationships graphs directly in Salesforce;
Allowing the user to determine the shortest network-based path to a given company thanks to Palturai data.



Easy installation and configuration of the managed package;
Seamless data flow between Palturai & Salesforce;
Reduction of the time needed to switch between Palturai and Salesforce;
Clients' CRM databases enriched with Palturai data;
Clear and transparent network view of the Account in Salesforce.

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Technology Industy  I  Avrios Success Story


  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.


  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Marcel Shipper

Product Manager

What does our client say?

Cloudity did a really great job! They have a lot of experience and know exactly what can be done and how it can be done. Cloudity gave us a lot of helpful advice and helped us become Salesforce experts ourselves. We couldn't think of a better partner to work with.