About Us
Cloud Mentor is a leading IT and Cloud service provider with in-depth expertise in implementation of Salesforce CRM and Accounting Seed ERP solutions.


With the primary goal to help businesses achieve their cloud vision, Cloud Mentor was established as a consulting branch of iVanik LLC, a software services company founded in March 2010. Cloud Mentor offers immense experience in project management and delivery of high-quality products in the SaaS ( Software as a Service) domain.

At Cloud Mentor, our focus is to enrich customer experience and deliver high value to our partners by leveraging our innovative talent and industry expertise. We pride ourselves in:

  •  Implementations of Salesforce CRM and Accounting Seed ERP.
  •  Integration of Salesforce and Accounting Seed with other third party software.
  •  Salesforce Sales Cloud, Services Cloud , Lightning, Analytics and Communities, implementations/customization.
  •  Pardot implementations and customizations.

 What Sets Us Apart

  •  Great synergy and positive work culture
  •  Rich industry experience
  •  Proven track record in Salesforce and Accounting Seed implementations
  •  We recognize Salesforce as a true platform to minimize costs
  •  Believe in client collaboration from start to finish
  •  Focus on maximizing ROI and enhancing customer experience

 Our Method

We follow a hybrid project management method that brings together the traditional Waterfall Project Management techniques and Agile Project Management methodology. We call it the Cmentor method of project management and has helped us in quick implementation of SaaS projects, within the budget.

 Benefits of Working

  •  We create a Project Plan like any other traditional waterfall project management methodology.
  •  We divide the project into smaller 2 to 3 week blocks of time (milestones), during which we work on defined and agreed upon action items.
  •  With regular check-ins and demonstrations along the way, you stay completely involved – no surprises and you are pretty much part of the team.
  •  With a strict focus on the must-haves and getting to go-live as soon as possible, you control the timing and the budget.

Our team of Salesforce® consultants and developers engage with your sales, marketing, and service organizations to identify your unique business needs and help you reach your goals.



Accounting Seed allows you to extend the power of Salesforce into the back office. From Salesforce businesses can create a Billing, Recurring Billing, Project, Orders, Bill of materials, Inventory etc..

Cloud Mentor with multiple implementation experience in both accounting package of accounting seed and ERP package of accounting seed helps businesses to achieve their vision


Do business at the speed of information with everything you need delivered at your fingertips. Go beyond looking up contacts. See changes to your forecast, real-time updates about your clients, and prepare for board meetings from the back seat of your taxi. Anytime, anywhere.

Cloud Mentor can work with you to develop custom mobile solution using Salesforce lightning and mobile technologies.


The AdvoLogix Legal Suite is an adaptive law practice & legal matter management software platform for law firms, legal departments and public service organizations. Simplify, streamline, and reduce costs today. Law Firms – Implement Practice Management , Your Way Corporate Legal – Simplify Your IT, Cut Costs, and Improve Matter Management Public Service Organizations – Matter Management and the Government Cloud.

CloudMentor an Advologix partner, provides implementation, configuration, and migration to AdvoLogix clients.



With one central place to manage all sales-related activities, representatives spend less time on administration and more time closing deals. For sales managers, the Sales Cloud gives real-time visibility into their teams' activities, so forecasting sales with confidence is easy.


Your business strategy hinges on your customer service. Cloud Mentor has architected strategic fundamentals for multiple Salesforce customers, creating a comprehensive service experience including phone, web, chat, social, and field service. Our clients have seen these programs increase customer satisfaction and retention, as well as drive revenue.


B2B or B2C, we've got you covered with Marketing Cloud and Pardot. Pardot's platform features CRM integration, email marketing, lead nurturing, lead scoring and grading, social posting, and ROI reporting to help marketing and sales teams work together to generate and qualify sales leads, shorten sales cycles, and demonstrate marketing accountability. Marketing Cloud, on the other hand, allows you to build and manage powerful 1-to-1 customer journeys.



Wave, the Salesforce Analytics Cloud, is a mobile first analytics platform that lets everyone explore data. Whether you are a business user, analyst, admin, IT, or developer; there's nothing between you and the insights you need.

Cloud Mentor, with proven experience in Analytics cloud and Salesforce IQ helps to get valuable insights into your business process.


Use the power of the Platform by providing access to critical Salesforce information across your business. Cloud Mentor simplifies, streamlines and automates business processes with Salesforce integration. We keep your end goals at the forefront as we gather requirements, create mappings, design transformations, and implement best-in-class integration tools.


Cloud Mentor, with proven experience in partner and customer portals helps you integrate your business with your partner community and customer base.

Your clients, partners and employees want information at their fingertips – without having to pick up the phone or write an email. Portals and communities give them instant access to you anytime and anywhere.



Accounting Seed

Accounting Seed allows you to extend the power of Salesforce into the back office. Using Salesforce, businesses can create Billing, Recurring Billing, Project, Orders, Bill of Materials, Inventory and other such administrative tasks.

Cloud Mentor with multiple implementation experience in both accounting package as well as ERP package of Accounting Seed helps businesses achieve their goals.


Salesforce has a cloud solution and thus provides a relatively fast implementation. Before we move on to the actual implementation, we would have an exploratory meeting to see what you want to achieve and exactly what your needs and requirements are. Afterwards we proceed to a detailed analysis along with future superusers. On the basis of this information, we make a proposal with accompanying timeline and a number of milestones and deliverables of the project. Please see our Project Management methods in the About us section.


CloudMentor an Advologix partner, provides implementation, configuration, and migration to AdvoLogix clients. Our Matter Management-Cloud consulting division provides practice management and legal operations consulting with an emphasis on AdvoLogix, the platform and its ecosystem of related applications.

success stories

As a nonprofit foundation with limited financial and IT resources we are extremely fortunate to have Cloud Mentor as our consulting partner – they are affordable, fair to a fault in hours billed, incredibly flexible (which is a critical requirement for us given our need for frequent changes on short notice) and have a team of great professionals who are well-qualified and above all else, truly care about the customer (always there on weekends and after-hours to roll-out changes to meet our needs).

With a limited budget but an extremely complex and customized application using Apex and VisualForce, I do not know how we would be able keep our mission-critical grants management system always growing to meet need arising from constant business changes.

Dir of IT
HealthWell Foundation


Cloud Mentor team do an amazing job of understanding the problem and resolving it quickly. We are running our entire company through Salesforce, from Steelbrick quoting to Accounting Seed for the business back end and everything else Salesforce in between. They are like magic. If there is something you want to have happen in Salesforce, a daily update of data from outside of the system or a new form or rules with variable results, his team can make it happen. Have a problem, something not working right?

I like to be able to think of a solution for a business problem, even if it seems impossible to have the system accomplish, tell your consultant what you would like to have, and he/she says, "No problem, I can make it happen". That's what I like to hear and that's Cloud Mentor.

Matthew J. McLaughlin


Cloud Mentor worked extremely hard to customize our Accounting Seed implementation. With their past experience implementing at another insurance agency, Cloud Mentor was able to understand our complex and unique situations and find solutions to make our lives easier.

Throughout the implementation process they were always available to review unique scenarios that came up and find quick resolutions that work for us long term. Great team and fun group to work with.

Tim Wholey
Vice President


Orpak delivers comprehensive solutions to oil companies and commercial fleets, improving profitability and optimizing performance from the forecourt to the head office.

Cloud Mentor worked closely with Orpak team to implement Accounting Seed ERP system with extremely complex requirements like multi currencies, multiple taxes based upon the country , Country specific Tax and accounting forms .


I have been really impressed with these guys. From day one they listened to exactly what we needed and worked with all the way through the end to make sure everything worked. They did a great job delivering a custom timekeeping and billing interface for us. I'm also impressed with the support they provided after the job was technically done.

Highly recommend them to anyone using accounting seed or anyone that needs some custom timekeeping or bills apps on Salesforce!

Angela Maclveen


Cloud Mentor it's a pleasure to work with. He suggests cost-effective solutions in a Salesforce environment, works effectively under tight deadlines, offers suggestions to improve business processes based on best-practices, and provides excellent customer service. He is one of the best consultants we have worked with to date!

Karen Casway


Vikram Kamra



Kathryn Cantwell

Advologix Practice



Salesforce Practice



Finance and Opertaion


Vasanthi N

QA/Project Manager


Richa Nagpal

Solution Architect/ CSM



Customer Success Manager



Salesforce Developer


Narveer Singh

Senior Salesforce Developer/Consultant


Shweta Fulara

Senior Salesforce Developer


Sarbjeet Heera

Senior Salesforce Developer

Debabrata Sahu

Associate Software Engineer(UID)


Akashdeep Arora

Software Engineer(SFDC)


Looking to work in the fastest growing Salesforce CRM and Accounting Seed ERP consulting firm? Want to have a fun working environment and challenges that will drive your professional growth? Look no further; the opportunity awaits you here! Cloud Mentor offers exciting projects with a wide range of clients, in various domains of expertise. We use our experience to help our customers to achieve their business vision. You will enjoy our dynamic work environment where exhibiting initiative and creativity is strongly encouraged, and where your contribution will be always recognized.


Cloud Mentor values collaboration and innovation. Cloud Mentor is looking for motivated self-starters to join our dynamic team of professionals supporting Salesforce and Accounting Seed clients with state-of-the-art cloud-based technology.


  • For detail description about Current job Openings, please send your resume and inquires at
  • You will be working for a Salesforce Partner Consulting Firm and have access to all of the resources that come along with a Salesforce partnership.
  • You will be part of a company with up-to-date technology to help you do your job more efficiently and effectively.
  • Schedule flexibility.
  • Opportunity for growth and advancement.
  • Annual allowance towards Salesforce certifications and career development courses.
  • Bonuses for receiving Salesforce certification.