In today’s world, excellent customer relationships are key to success. Salesforce is a powerful customer relationship management (CRM) platform that offers tools to manage sales, service, and marketing activities —engaging customers at a deeper level.
But figuring out how to realize its full potential can be overwhelming. Thankfully, Salesforce consulting companies have the knowledge and expertise to ensure customers unlock the value of their Salesforce installations.
Understanding what a Salesforce consulting company does
Salesforce consulting companies specialize in maximizing the potential of Salesforce solutions for businesses. They help clients streamline processes, integrate third-party tools, and implement advanced reporting systems. They understand that each business is unique and has its own set of needs and goals, and they work closely with their clients to tailor Salesforce to fit those needs.
Making the decision to call in the experts
Salesforce has a wide range of capabilities that you can customize for your specific business objectives. But without proper configuration, you risk hurting user adoption and ultimately slashing your ROI. That’s where experts come in.
A good consultant will work with you to understand your business’s requirements to ensure that your implementation is properly optimized. They’ll also stay current with developments on the platform so you don’t have to disrupt your existing workflows. In short, a Salesforce consultant can be a valuable asset to any enterprise looking to maximize the potential of their Salesforce implementation.
Choosing the right Salesforce consulting firm
Navigating the myriad options of Salesforce consulting firms can be a daunting endeavor for businesses aiming to maximize their CRM investments. The right consultancy doesn’t just offer technical prowess but aligns Salesforce’s capabilities directly with the nuances of your business objectives. When evaluating potential partners, look beyond mere certifications; consider the depth of their experience across industries, track record of successful implementations, and any proprietary tools or solutions they may bring to the table.
Analyzing the following categories is a great starting point when comparing potential consulting partners:
- Experience and expertise: Look for firms with a track record of successful Salesforce implementations, ideally within your industry.
- Certifications: Salesforce offers various certifications. Ensure the consulting firm has consultants with the proper credentials to match your needs.
- Communication: A consultant’s ability to understand your needs and communicate solutions effectively is paramount.
- Post-implementation support: The journey doesn’t end once Salesforce is up and running. Opt for consultants who provide ongoing support and training.
Exploring the top 27 Salesforce consulting companies
Here’s a breakdown of some of the top Salesforce consulting companies and what they offer.
1. Coastal Cloud
Coastal Cloud’s team of experienced consultants is passionate about helping partners reach their full potential. Using a highly collaborative approach, they work closely with each partner to understand their unique needs and goals. They start by learning the company’s ethos: its values, challenges, and aspirations. With this deeper level of insight, Coastal Cloud is able to develop customized solutions that not only meet technical requirements but also align strategically with the partner’s business objectives.
Awards: Salesforce Summit (Platinum) Consulting Partner
Headquarters: Palm Coast, Florida
Services:
- Salesforce implementation
- Contract lifecycle management
- Platform development
- Analytics and decision-making tools
- Field service and dispatch optimization
2. CloudMasonry
CloudMasonry isn’t just a consultancy firm; it’s an architect of digital transformation. It crafts Salesforce solutions that serve as the bedrock for business evolution. CloudMasonry guides businesses through a digital-first landscape by designing and implementing custom CRM deployments. Its focus isn’t on optimizing software tools, but on threading the promise of digital transformation into an organization’s operations. With best practices and pioneering approaches, CloudMasonry helps businesses adapt, scale, and thrive in a digitized marketplace.
Headquarters: Chicago, Illinois
Services:
- Success measurement development (i.e., ROI and business objectives)
- Project implementation support
- Marketing automation
- Configure price quote (CPQ) support
3. Vention
Vention is a software development company with deep experience in Salesforce implementation. Its four-stage process starts with discovery to help partners clarify their vision. Then, the Vention team works through staffing, kickoff, and ramp-up, allowing partners to get started in as little as two weeks. One of its differentiators is team scalability, which lets you scale your team up or down as your needs change.
Awards: Badges in nine Salesforce specializations
Headquarters: New York, New York
Services:
- Salesforce consulting
- Salesforce implementation
- AppExchange app development
- Salesforce managed services
- Marketing automation solutions
4. Access Global Group
Access Global Group is a team of experts dedicated to supporting clients through their Salesforce journey. Its focus on companies within the banking, insurance, lending, and wealth management sectors provides a level of understanding essential in helping clients prioritize objectives. Additionally, it has several native Salesforce applications ideal for these banking-related industries.
Awards: Salesforce Summit (Platinum) Consulting Partner
Headquarters: Southlake, Texas
Services:
- Salesforce implementation
- Salesforce optimization
- Salesforce managed services
- Salesforce staffing
5. Hyperlink InfoSystem
Hyperlink InfoSystem offers a spectrum of services that encompass app development, web development, and other digital platform services. With a footprint spanning multiple countries, it provides access to a wide array of talent and competitive pricing. Additionally, it’s the top-ranked provider on Clutch for several development types, including AI, mobile, and blockchain.
Headquarters: Ahmedabad, India
Services:
- Salesforce development
- Salesforce mobile development
- Salesforce AppExchange consulting and app development
- Salesforce Lightning development
6. TechForce Services
TechForce Services has been a Salesforce Consulting Partner since 2015. It helps companies of all sizes with their Salesforce implementations. One of its specialties is customizing client service offerings based on their specific needs. In fact, they call their experts Salesforce Chefs, as they put together unique recipes that help clients achieve their business objectives.
Awards: SmartCompany Smart50 2022, CRN Fast50 2022, Financial Review Fast 100
Headquarters: Sydney, Australia
Services:
- Salesforce integration
- Salesforce managed services
- Salesforce DevOps
- Salesforce application customization
- Salesforce Pardot implementation
7. SevenPoints Consulting
SevenPoints aims to help clients focus on the right business problems and solve them by implementing Salesforce solutions. It designed a five-stage process to help clients develop their Salesforce road map, accounting for their unique needs and the state of the market. Then, they work with the client to implement and stick to the road map. As a registered Salesforce Partner, SevenPoints helps its clients find the shortest path to value.
Awards: Certified Great Place to Work
Headquarters: Bloomfield Hills, Michigan
Services:
- Salesforce implementation
- Salesforce development
- Salesforce optimization
- Salesforce support
8. Webkul
Webkul stands out as a Salesforce partner due to its deep roots in e-commerce and extensive experience in integrating and enhancing e-commerce platforms. It focuses on helping partners boost their e-commerce performance through Salesforce integrations to increase their ROI and the bottom line.
Awards: Salesforce AppExchange Crest (Gold) Partner
U.S. headquarters: Wilmington, Delaware
Services:
- E-commerce marketing and sales cloud synchronization
- Salesforce native applications
- On-demand training and customized Salesforce solutions
9. Itransition
Itransition’s experience across software domains means it brings a holistic understanding to Salesforce implementations, looking beyond just the CRM to ensure it fits seamlessly within an organization’s broader tech ecosystem. With over 82 Salesforce certifications, it provides expertise for several Salesforce products, from Salesforce Einstein to Marketing Cloud.
Awards: Deloitte Technology Fast 500, The Global Outsourcing 100
Headquarters: Lakewood, Colorado
Services:
- Salesforce implementation
- Salesforce migration
- Salesforce development
- Salesforce customization
- Salesforce support
10. Simplus
Simplus’s deep domain expertise, coupled with its certified professionals who understand the nuances of Salesforce, makes it a great Salesforce partner. Simplus focuses on guiding companies through digital transformation. So, engagements start with setting the clients’ course through strategy and include change management services that boost adoption. Its track record of successful implementations across various sectors underscores its dedication to delivering value and ensuring customer satisfaction.
Awards: Named among the top 100 Best Leadership Teams 2023 by Comparably, 2021 Corporate Excellence Award winner
Headquarters: Salt Lake City, Utah
Services:
- Salesforce strategy
- Program delivery
- Change management
11. Algoworks
Algoworks is a Salesforce partner with a deep understanding of the Salesforce platform and customer needs. With over 150 certified Salesforce developers, Algoworks takes a collaborative approach that enables clients to craft powerful and innovative CRM solutions that deliver real business value. As part of a larger IT service company, Algoworks boasts a global presence and access to an active support team.
Awards: Salesforce Summit (Platinum) Consulting Partner
Headquarters: Sunnyvale, California
Services:
- Salesforce implementation consulting
- Salesforce development services
- Salesforce third-party integration solutions
- AppExchange application development
12. Girikon
Girikon has carved a niche for itself in the Salesforce landscape through its focus on the Salesforce and HubSpot ecosystems. As a Salesforce Partner since 2015, Girikon has deep industry expertise, helping clients in data-protected industries like healthcare with tools that enable HIPAA-compliance features.
Awards: Inc. 5000
Headquarters: Phoenix, Arizona
Services:
- Salesforce consulting
- Salesforce app development
- Salesforce Lightning services
- Salesforce Communities implementation
13. Corrao Group
A Salesforce Partner since 2008, Corrao Group stands out for its extensive industry experience and holistic approach to understanding a company’s business processes. With a team of Salesforce-certified consultants, it helps its clients optimize business processes through Salesforce and trains them to get the most out of their new tools. By striving to understand clients’ current systems, Corrao Group looks for ways to use Salesforce better, increasing automation and ROI.
Headquarters: San Diego, California
Services:
- Salesforce customization
- Salesforce managed services
- Salesforce trade promotion management
- Salesforce customer planning and forecasting
14. AllianceTek
AllianceTek distinguishes itself as a Salesforce partner through its deep understanding of CRM technology, including Microsoft Dynamics, SugarCRM, open-source products, Salesforce, and more. With a focus on creating tailored solutions, AllianceTek helps businesses build new systems from scratch, implement new features, and integrate their CRM into existing systems. Its client-centric approach ensures that projects are not just about technology implementation, but about achieving transformative business results.
Awards: The Manifest Top 100 Salesforce Consulting Companies 2023, Techreviewer.co Top IT Services Company 2022
Headquarters: Malvern, Pennsylvania
Services:
- Salesforce customization
- Salesforce app development
- Salesforce migration services
- Salesforce support and maintenance
15. Plative
Plative stands out in the Salesforce ecosystem because of its global footprint and unique blend of financial, technical, and industry-specific acumen. With an emphasis on actionable insights and results-driven solutions, it offers clients a fast launch, promising zero to cloud in 60 days. Furthermore, it’s a top-tier Salesforce partner, boasting both the Summit tier partnership and 600-plus certifications.
Awards: Great Place To Work certified, Salesforce Summit (Platinum) Partner
Headquarters: New York, New York
Services:
- Salesforce implementation
- Salesforce optimization
- Cross-cloud expertise
- Data transformation and analytics
16. IBM Consulting
IBM Consulting combines the technological prowess of IBM with the versatile capabilities of Salesforce to deliver solutions that aren’t just about CRM functionalities, but also about holistic business enhancement. It helps clients transform their service, sales, commerce, and marketing through the use of data and AI. For example, the integration of Salesforce with IBM’s Watson empowers businesses with advanced AI capabilities, facilitating smarter customer engagements and decision-making processes.
Awards: 2023 Salesforce Outstanding Connected Ecosystem Partner: UKI; 2023 Salesforce APAC Partner of the Year Award: Japan, Financial Services
Headquarters: Armonk, New York
Services:
- Service transformation
- Sales transformation
- Marketing transformation
- Commerce transformation
17. DianApps
DianApps is a metric-driven Salesforce app development company. Its goal is to help clients develop bug-free, reliable Salesforce solutions that help meet specific business objectives. One of its specialties is seamless data management, accelerating the time in which clients can learn from their data and start using it to improve metrics like lead conversion, sales revenue, and customer retention.
Headquarters: St. Petersburg, Florida
Services:
- Salesforce customization
- Salesforce app development
- Salesforce implementation
18. Birlasoft
Birlasoft is a technology company that challenges the norm through its innovation-centric approach and commitment to sustainability. As a provider that delivers end-to-end services, Birlasoft has comprehensive knowledge of common business roadblocks. Its Salesforce practice offers consulting expertise across different industries with the help of certified CRM consultants.
Awards: BTX Top Enterprise Award 2022, CXO Cloud Leadership Award 2022
Headquarters: Pune, India
Services:
- Data migration
- Salesforce implementation
- Salesforce support
- Salesforce application development
19. Dotsquares
Dotsquares has carved out a niche in the Salesforce ecosystem with its blend of technical prowess and long tenure. Starting with conceptualization, its team gathers requirements to put together a detailed proposal. From there, they work with the client through visualization, development, and project management until they’re ready to deploy.
Awards: Best Ecommerce Agency 2022: Ecommerce Expo Awards, Salesforce Summit (Platinum) Partner
Headquarters: Wiltshire, UK
Services:
- Salesforce consulting
- Salesforce app development
- Salesforce implementation
20. Rackspace Technology
Rackspace Technology has established itself as a prominent Salesforce partner by prioritizing process over technology. Its accessible approach provides options for businesses of all sizes.
For example, its quick-start solutions allow clients to get up and running with the basics without customization. From there, customers can move up to predefined packages and even custom solutions. Its commitment to operational excellence and 24-7 support ensures businesses can navigate the Salesforce platform effortlessly.
Awards: Dell Technologies 2023 Global Partner of the Year, Top 50 Inspiring Workplace in EMEA and North America
Headquarters: San Antonio, Texas
Services:
- Implementation services
- Application customization
- Salesforce integrations
- Ongoing optimization and support
21. Wipro Salesforce Practice
Wipro Salesforce Practice has experience with over 2,500 Salesforce projects. Its expertise extends beyond mere implementation. Wipro’s Boundaryless Enterprise framework seamlessly integrates Salesforce with other cloud and legacy systems, ensuring cohesive and holistic digital transformation. Wipro enables businesses to anticipate customer needs, enhance engagement, and drive sales efficiency with industry-specific solutions and advanced capabilities in AI, machine learning, and analytics through its proprietary solutions like Wipro HOLMES.
Awards: Salesforce Summit (Platinum) Level Partner, 2020 APAC Salesforce Sales Partner of the Year for Higher Education
U.S. headquarters: East Brunswick, New Jersey
Services:
- Customer journey engineering
- Modernizing legacy systems
- Business process management
- Creating omnichannel engagements
22. Tkxel
Tkxel’s Salesforce practice is known for its agile and innovation-driven approach. Beyond mere implementation, Tkxel’s Salesforce services specialize in integrations, ensuring that Salesforce seamlessly connects with other enterprise systems to create a cohesive digital ecosystem. Its dedicated team of certified Salesforce professionals provides consistent training and support, empowering businesses with the knowledge to leverage the platform efficiently.
Awards: Forbes Technology Council member, GoodFirms Top E-Commerce Development Company
Headquarters: Reston, Virginia
Services:
- Salesforce consulting
- Salesforce configuration
- Salesforce implementation
- Salesforce app development
- Salesforce integration
23. LaunchPad Lab
What sets LaunchPad Lab’s Salesforce practice apart is its design-thinking approach. Rather than merely integrating Salesforce, LaunchPad Lab envisions it as a key player in the broader digital transformation strategy. This perspective ensures that Salesforce implementations align with overarching business goals, translating into tangible growth and efficiency metrics.
Recognizing that every business is unique, LaunchPad Lab crafts custom Salesforce solutions with user experience at the forefront, ensuring ease of use and maximizing user adoption.
Awards: 2022 Best Place to Work in Chicago
Headquarters: Chicago, Illinois
Services:
- Salesforce consulting
- Salesforce app development
- Salesforce training
- Salesforce ongoing support
24. Noltic
Noltic shines in its commitment to creating solutions that aren’t just technically sound but that weave in a business’s objectives. Instead of offering generic implementations, Noltic delves deep into understanding each client’s unique challenges and aspirations, ensuring that every Salesforce deployment is a custom solution optimized for maximum ROI. Its suite of services, ranging from Salesforce customization to advanced integrations, allows businesses to create a seamlessly interconnected digital ecosystem.
Awards: Salesforce Summit (Platinum) Consulting Partner, Clutch Top CRM Consulting Company 2023
Headquarters: Lviv, Ukraine
Services:
- Salesforce consulting
- Salesforce design
- Salesforce development
- Salesforce integration
- Unique Salesforce products
25. Cloudsquare
Cloudsquare stands out in the Salesforce consultancy arena, not just as a technical partner but as a genuine business ally. Its approach revolves around fully integrating its team with yours. This commitment to client empowerment is evident in its robust training and post-deployment support structures, ensuring businesses fully harness Salesforce’s capabilities. Cloudsquare specializes in integrating Salesforce with various platforms, creating a harmonized digital ecosystem where data flows seamlessly, driving informed decisions.
Awards: Austin’s 2022 Best Reviewed IT Services Company
Headquarters: Woodland Hills, California
Services:
- Salesforce consulting
- Salesforce implementation
- Salesforce development
- Salesforce managed services
- Salesforce Tableau
26. Ascendix Technologies
Ascendix Technologies’ forte is in harnessing over two decades of CRM experience, ensuring that businesses aren’t merely adopting Salesforce but optimizing it for growth. Ascendix differentiates itself through its suite of proprietary tools designed to complement and enhance Salesforce functionalities. It offers industry-specific tools like AscendixRE, which was created specifically for real estate professionals.
Awards: 2022 Rising Star Award Real Estate CRM Software Category
Headquarters: Dallas, Texas
Services:
- Salesforce consulting
- Pardot auditing
- Salesforce development
- AppExchange app development
27. Able Cloud Advisors
Able Cloud Advisors focuses on a unique client base: businesses with 1–100 users. It focuses on the unique challenges that come with strapped budgets, limited internal staff resources, and tight timelines. A standout feature of Able Cloud Advisors is its commitment to empowering clients — it provides training and knowledge transfer sessions, ensuring businesses have both the tools and the expertise to maximize their CRM investments.
Headquarters: Rochester, New York
Services:
- Salesforce consulting
- Salesforce implementation
- Custom development
- System integration
Enhancing your Salesforce implementation with flexible digital tools
In the dynamic world of CRMs, integrating tools that streamline data collection and customer engagement is pivotal. That’s where Jotform can be a game changer in Salesforce implementations. Jotform is a leading online form builder that empowers businesses to gather, analyze, and funnel vital data directly into their Salesforce CRM with seamless precision.
For businesses using Salesforce, the direct integration with Jotform through Salesforce AppExchange offers many benefits. To start, every lead or customer interaction captured through Jotform is instantly populated within Salesforce, ensuring that no potential customer or vital piece of information falls through the cracks. This automation not only reduces manual data entry but also enhances data accuracy, leading to more informed decision-making.
Additionally, Jotform’s versatile form-building capabilities (ranging from surveys to registration forms) enable businesses to engage with their audience on multiple fronts, all while ensuring this data flows seamlessly into their CRM.
The customizability of Jotform, combined with its intuitive integration with Salesforce, means that businesses can tailor their data-collection strategy to their specific CRM goals. In essence, the integration of Jotform amplifies the potential of Salesforce, turning it into an even more powerful tool for customer engagement, lead capture, and holistic relationship management. Try Jotform for free today.
Photo by Dylan Gillis on Unsplash
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