Top 10 Salesforce Consulting Companies Worldwide Overview

August 4, 2021
19 min

If you are about to use Salesforce solutions, you have probably looked through tons of reviews to find the most reliable consultancies. To make your search easier, we created a top ten firms ranking based on data found on leading IT services review platforms, — Clutch.co and g2.com, and enhanced it with facts from companies’ websites, AppExchange profiles, and a top agencies shortlist on themanifest.com. We went the extra mile and added our expert tips on how to select the best Salesforce consulting company for your project.

Without a further ado, here is our list of Salesforce consulting companies:

  1. Ascendix Technologies
  2. Avenga
  3. Itransition
  4. BlueWolf
  5. Algoworks
  6. Noltic
  7. Tkxel
  8. Cynoteck Technology Solutions Pvt. Ltd.
  9. Dazeworks Pvt. Ltd.
  10. CloudMasonry

Before we proceed further with the companies overview, let’s clarify what are Clutch.co, The Manifest, AppExchange, and g2.com platforms and why they are reliable to refer to.

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Salesforce Consulting Companies Review Platforms

 

Clutch.co

 

Clutch.co is a B2B review and rating platform founded in 2013 for market researches in Advertising & Marketing, Web & Software Development, Mobile App Development, and IT Services & Solutions niches.

To the date, there are over 200, 000 listed companies in 500+ industries and over 36, 000 verified reviews. Unlike many online feedback platforms, Clutch.co encourages its reviewers to be verified via a LinkedIn profile that excludes a possibility of spam or anonymous libel even if they don’t want to have their name or company name published.

Company profiles on the website contain the following info:

  • Company description
  • Number of reviews
  • Rating
  • Year of foundation
  • Minimum project size
  • Average hourly rate
  • Number of employees
  • Location and year of foundation

Some companies also have verification badges like Bronze, Silver, and Gold if they have a premium profile or are Clutch.co sponsors. These badges mean that companies’ credit history is in a good standing based on Experian (for US-headquartered sponsor companies) and CreditSafe (for companies outside the US) credit reports.

 

Ascendix-Technologies-Summary-on-Clutch-co

Example of Ascendix’s Company Summary on Clutch.com

 

Company info is followed by the company’s service lines, clients’ industry, and other IT services focus percentage (like CRM functions, CRM solutions, BI & Big Data, Programming and Scripting, etc).

 

Ascendix-Service-Focus-on-Clutch-Profile

Example of Ascendix’s Services and Industries in Focus on Clutch.co

 

After the company focus, you can find the company’s portfolio of key clients and their success stories.

 

Ascendix-Portfolio-on-Clutch-co

Example of Ascendix’s Portfolio on Clutch.co

 

Below the portfolio section goes the company’s review listing. There you may find information about the company client’s project like:

  • Its name
  • Service provided
  • Its budget range
  • Time scope
  • Summary

Also, the company review listing provides the review section with the review publishing day (it may take several days after review submission for the feedback moderation before it goes public on Clutch), review title,  feedback summary (that is a general outline from review sections: project background, opportunity/challenge, solution, result & feedback) and four key rated criteria: Quality, Schedule, Cost, and Willingness to refer.

  • Quality (quality of services & deliverables)
  • Schedule (ability to deliver services on time and meet deadlines)
  • Cost (services value and ability to meet service cost estimates)
  • Willing to refer (Net Promoter Score of customer’s willingness to recommend a company’s products or services to others)

All these criteria can be rated from 0-5 and form an overall company review score.

On the right side you may find the section about the reviewer like:

  • His/her job title
  • Company name
  • Reviewer’s name (if any, because Clutch.co allows reviewers not to disclose their personal and company info)
  • Company industry
  • Number of employees
  • Location
  • How the review has been submitted: online or by phone.

 

Ascendix-Review-Listing-on-Clutch-co

Ascendix’s Review Listing example on Clutch.co

 

Clutch.co creates various leaders matrices like, for example, top 15 Salesforce Consulting Companies  considering a company’s ‘Ability to Deliver’ and ‘Focus.’

 

Top-Salesforce-Consulting-Companies-Leaders-Matrix

Top Salesforce Consulting Companies Leaders Matrix on Clutch.co

 

Ability to Deliver includes the company’s client reviews, market presence, past work, and prestigious awards while Focus is a company’s level of expertise in a rated service.

Leaders Matrices are interactive graphs that show where companies fall across four quadrants:

  • Market Leaders (top right) – have the strongest ability to deliver, high focus on the desired service, receive strong feedback from clients.
  • Proven Leaders (top left) – show a strong ability to deliver, low focus on the desired service, and receive strong feedback from clients.
  • Niche Leaders (bottom right) – demonstrate a moderate ability to deliver, high focus on the desired service, and receive strong feedback from clients.
  • Emerging Leaders (bottom left) – exercise moderate ability to deliver, low focus on the desired service, and strong feedback from clients.

Market presence is evaluated in the following way:

  • Marketing Efforts –Does the company present itself clearly and professionally online?
  • Reputation ­– Does the company have a trustworthy reputation in its niche?
  • Geographic Presence – What is the company’s location?
  • Accolades – Has the company won any awards?
  • Social Media Presence – Does the company demonstrate a social media presence?
  • Thought Leadership – Does the company show efforts to innovate in its industry?

To form the ranking, Clutch.co considers more factors like the number, recency, and quality of client reviews, type, and quality of clients the company works with, as well as case studies that demonstrate the company’s experience in different areas: projects, services, industries. In case of top Salesforce consulting partners ranking, there are 5 main criteria that influence the score:

  • Reviews
  • Clients & Experience
  • Market Presence
  • CRM Consulting and SI (System Integration)
  • Salesforce.com

All of them are calculated in the percent-base score.

 

Top-Salesforce-Consulting-Companies-Rating-Criteria

Top Salesforce Consulting Partners Leaders Matrix Criteria

 

Additionally, Clutch highlights that rankings are dynamic, and research is ongoing. Every time a Clutch analyst collects a new review, the Leaders Matrix is subject to change.

*Side Note: Having taken Clutch.co ranking as a basis of our consulting companies’ overview, we reserved the right to exclude some companies, that, in our opinion, can’t be on a list like Vertiba. This company was acquired in 2016 by a Publicis.Sapient and now operates under this name, on the same website domain. The last reviews were published in 2013 which doesn’t allow us to have a complete overview of this company.

Even though the information in companies’ profiles is quite reliable and sufficient, some of them contained not enough reviews to build a full unbiased picture. That made us double-check rating, what people liked and disliked about companies on The Manifest’s ranking chart called “Top 100 Salesforce Consulting Companies“, and check g2.com reviews.

We have a few words about these two platforms.

 

The Manifest

 

 

The-Manifest-Salesforce-Consulting-Agencies-Ranking

Home Page of Consulting Agencies Ranking Shortlists — The Manifest

 

The Manifest, a sister website of Clutch.co, is tech business news, how-to guides, IT & marketing agencies’ ranking shortlist website. The Manifest’s ranking is formed in response to the service provider and buyer feedback to make it easier for buyers to identify the services they need the most.

Two factors that influence the ranking are the main services you offer OR the amount of time, resources, and projects dedicated to a particular service and number, quality, and recency of reviews on Clutch.

Although the Manifest is a sister company of Clutch, the website claims that companies may not appear in the same order on The Manifest and Clutch rankings because ranking criteria is different on both websites, and sponsor companies are promoted higher on the listing.

 

G2.com

 

 

G2-Consulting-review-platform

Home Page of Consulting Services and Software Review Platform —G2

 

G2 is one of the world’s leading B2B software and services review platforms where you can read unbiased information about companies from verified users for objective and informed hiring decisions.

It has operated since 2012 and it already has over 1M reviews about various types of software products and vendors as well as business, consulting, marketing, staffing and other services.

Another valuable source of feedback about companies that work closely with the Salesforce platform is AppExchange.

 

AppExchange

 

AppExchange is a marketplace by Salesforce for marketing Salesforce-friendly apps, Lightning Components, Bolt solutions and consulting services from third-party vendors. Each consulting company profile contains rating details, number of completed projects and certified experts, and a year of foundation.

The profile is divided into three tabs: Overview (company’s services description and demonstration), Expertise (number of certifications) and Reviews (number of reviews, their rating, and information about reviewers).

AppExchange app page is a bit different and consists only of two tabs: Overview and Reviews.

 

AscendixRE-AppExchange-profile

AppExchange App Profile

Compare Top 10 Salesforce Consulting Companies' Offerings and Rating

Get the comparison matrix of the 10 US-Based Salesforce consulting companies based on Clutch.co & AppExchange rankings

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Top 10 Salesforce Consulting Companies

 

Here is the shortlist of top 10 agencies according to Clutch.co with extra rating data and company facts from above-mentioned resources:

1. Ascendix Technologies

 

Ascendix-Technologies-Salesforce-Consulting-Reviews

Screenshot Source: https://clutch.co/profile/ascendix-technologies

 

Rating: ⭐⭐⭐⭐⭐ 5 (Based on 10 Clutch.co reviews)

Minimum Project Size: $5,000

Average Hourly Rate: $50 -$99/ hr

Location: Dallas, TX

Number of Employees: 130 +

Clients: JLL, Colliers International, CRESA, Savills Ireland, SLG, Sherman Bridge, New Western, Source Minerals, Stiles, SAB Capital, Calson Properties, Hanna Commercial, etc.

 

Ascendix Technologies is a CRM consulting and custom software development company from Dallas, Texas with offshore development offices in Ukraine. The company was founded in 1996 and for 24 years has been offering CRM consulting services and custom development like:

Also, Ascendix has built its own real-estate specific software:

Ascendix’s industry vectors comprise:

  • Commercial Real Estate
  • Real Estate
  • Financial Services
  • Insurance
  • Capital Markets
  • Commercial and Residential Mortgage Banking
  • Investment Sales
  • Energy & Utilities
  • Retail
  • SaaS
  • Transport & Logistics
  • Professional Services that serve B2B

What made Ascendix appear on top of Salesforce consulting companies, is its top-notch services related to implementation, optimization, configuration, customization, and administration of the platform as well as:

  • AppExchange app development,
  • Lightning Component development,
  • Sales Cloud, Service Cloud, Marketing Cloud, Communities Cloud, Financial Services Cloud, Pardot, and Einstein Analytics implementation.

Learn more about Salesforce services.

 

 

To this date, Ascendix Technologies’ rating on G2 is not available, and it is currently in the 8th position of the Manifest rating.

 

Ascendix Technologies’ pros and cons according to reviews

 

Pros: Ascendix’s clients pay compliments to commercial real estate expertise, extensive CRM knowledge, open and honest communication, willingness to go the extra mile in providing services, an excellent consulting team, and focuses on improving their product and supporting current customers rather than just selling and marketing.

Cons: Customers expressed that they would like Ascendix’s team to be bigger to cover the immediate needs of the project.

2. Avenga

 

Avenga-Reviews

Screenshot Source: https://clutch.co/profile/avenga

 

Rating: ⭐⭐⭐⭐⭐ 4.8 (Based on 27 Clutch.co reviews)

Minimum Project Size: $50, 000

Average Hourly Rate: $50 -$99 /hr

Number of Employees: 2, 500 +

Location: Rochelle Park, NJ

Clients: Roche, Postbank, Mazda, GSK, Volvo, ABB, Credit Suisse, Allianz, QPharma, SwissLife, etc.

 

Avenga is an international IT and Salesforce consulting company that was founded in 2019 as a result of uniting four companies: IT Kontrakt, Sevenval, Core Value, and Solidbrain. The firm provides a large scope of IT services like:

  • Digital strategizing
  • Salesforce consulting
  • Custom software and website development
  • Web design
  • Big Data
  • Cloud solutions
  • Staffing

Avenga’s industry expertise includes Pharma & Life Science, Financial Services, Insurance, and Automotive. It has more than 2, 500 employees located in Malaysia, Germany, Ukraine, Poland, and the U.S divisions.

In terms of Salesforce services, Avenga provides:

  • Solution health check
  • Setup and configuration
  • Integration
  • Custom development
  • App development
  • Marketing Cloud implementation

On AppExchange, it is listed only as a Core Value company with an average rating of 4.7. Avenga’s rating on G2 is not stated, and it’s sixth on the Manifest’s Salesforce consultancies’ rating chart.

 

Avenga’s pros and cons according to reviews 

 

Pros: Avenga’s customers are mostly satisfied with its scheduling and ability to meet deadlines and are generally willing to recommend its services to others.  But what customers find the most impressive about them are: reaching 50/50 men and women staffing balance, especially in higher management positions, flexibility in their availability, and effortless collaboration.

Cons: Some Avenga’s reviewers rated service quality at 3.5 and cost value at 4 and highlighted the following areas to improve: impeded communication with some cultural divisions and involvement of company individual in the project,  no self-service portal.

3. Itransition

 

Itransition-Salesforce-consulting-reviews

Screenshot Source: https://clutch.co/profile/itransition

 

Rating: ⭐⭐⭐⭐⭐ 4.9  (Based on 26 Clutch.co reviews)

Minimum Project Size: $10,000+

Average Hourly Rate: $25 – $49 / hr

Location: Denver, CO

Number of Employees: 2, 000 +

Clients: Expedia, Xerox, Toyota, eBay, PayPal, Adidas, Shell, BP, Statoil, KPMG, Acronis, IBM, Citibank, Telekom Austria Group, Kaspersky Lab etc.

 

Itransition is among top Salesforce consulting companies that was founded in 1998 in Denver, CO, but now it has an office in Austin, TX, and expended its locations to the UK and Belarus. They deliver a broad spectrum of software consulting and development services like:

  • Salesforce consulting
  • UX design
  • Software engineering
  • Operations support
  • Quality assurance

Industry domains that Itransition specializes in are:

  • Healthcare
  • Retail & Wholesale
  • Software & Hi-tech
  • Automotive
  • Telecommunications
  • Finance etc.

As a one of leading Salesforce consulting companies, it provides implementation, customization, optimization, integration of solutions and its support. Also, Itransition offers platform-based development services.

Its AppExchange rating is not available as well on the G2 website. Now, it’s on the 1o-th place on the Manifest’s shortlist.

 

Itransition’s pros and cons according to reviews

 

Pros: Itransition’s reviewers emphasize its main advantages like ability and willingness to provide valuable feedback and ideas, understanding of the not-so-simple project and interesting suggestions, efficiency in the estimation of the project timeframe, and the speed of their response.

Cons: However, customers mentioned the following disadvantages of Itransition’s services like difficulties of reaching out to a project manager and with accurate budget management, and making tweaks to the process without consulting with clients in certain circumstances.

4. BlueWolf

 

BlueWolf-Salesforce-consulting-reviews

Screenshot Source: https://clutch.co/profile/bluewolf

 

Rating: ⭐⭐⭐⭐⭐ 5  (Based on 1 Clutch.co review)

Minimum Project Size: $50,000

Average Hourly Rate: $150 – $199 / hr

Location: New York, NY

Number of Employees: 1, 000 +

Clients: Stanley, Black & Decker, Lenovo, Nuance, American Red Cross, Harvard Business School, Iron Mountain, Western Digital, Yale University etc.

 

BlueWolf (an IBM Company) is among top  Salesforce consulting companies based in New York, with offices in San Francisco, Boston, Atlanta, as well as in Europe, Asia, and Australia. This firm was founded in 2000 and since then delivers services like:

  • Experience design services
  • Salesforce services
  • Intelligent AI solutions

There industries in service focus are:

  • Telecommunications
  • Media & Entertainment
  • Financial Services & Banking
  • Healthcare & Life Sciences
  • Insurance
  • Retail
  • Federal & Public Sector
  • Energy & Utilities

With reference to Salesforce services, BlueWolf together with IBM offers:

  • Clouds implementation
  • Mulesoft integration
  • AI services with Salesforce Einstein
  • Salesforce Work.com implementation

One of BlueWolf’s products (Lightning Bolt for Insurance) on AppExchange has a 5-star rating based on 1 review. However, the other two products are not rated, BlueWolf’s rating on G2 is 3.7 and it’s in the 7th place on the Manifest’s list.

Since there is only one five-star review on Clutch.co and it’s not easy to honestly evaluate a company’s pros and cons, we decided to look for customers’ opinions on another independent review platform — g2.com. And here is what they are saying about the advantages and disadvantages of Bluewolf’s services in 22 reviews.

 

Salesforce-consuting-company-revirews-BlueWolf

Screenshot Source:https://www.g2.com/products/bluewolf/reviews

 

BlueWolf’s pros and cons according to reviews

 

Pros: Its customers liked their knowledgeable team of engaged and passionate consultants, communication, customer advocating, and honest approach.

Cons: Reviewers expressed their dissatisfaction with lacking the ability to create customer journeys that deliver ROI and value with a data-driven approach to marketing automation and campaign management, underestimating change management requirement for an inexperienced small organization, and not so good adaptation to the idea of multiple brands and working with matrix organizations across different regions of the world.

5. Algoworks

 

Algoworks-Salesforce-consulting-reviews

Screenshot Source:https://clutch.co/profile/algoworks

 

Rating: ⭐⭐⭐⭐⭐ 5  (Based on 50 Clutch.co reviews)

Minimum Project Size: $5,000+

Average Hourly Rate: $25 – $49 / hr

Location: Sunnyvale, CA

Number of Employees: 200+

Clients: Coca-Cola, eBay, Vodafone, JLL, SKF, Brightcove, Vice Media, Tata, SpiceJet, Southwestern, Bahwan Cybertek, Byton, Grey Orange, RateGain, Nearbuy, etc.

 

Founded in 2006, Algoworks operates as a web and mobile software development and IT consulting company located in the USA and India. Their broad spectrum of services include:

  • Business & technical consulting
  • Salesforce consulting & development
  • UI/UX design
  • Custom solution engineering and app development
  • Quality assurance testing

This firm specializes mostly in:

  • Transportation & Logistics
  • Gaming and Education
  • Financial Services
  • Retail & E-Commerce
  • Healthcare & Manufacturing
  • Communications & Media

As for Salesforce solutions, Algoworks offers services like:

  • Clouds implementation
  • Einstein Analytics, Pardot, and Chatter integration
  • Salesforce mobile and platform application development
  • AppExchange app development

On the AppExchange platform, Algoworks has an average 5-star rating, and 4.7 on G2. It is in the first place of The Manifest shortlist of agencies.

 

Algoworks’s pros and cons according to Clutch.co reviews

 

Pros: Their clients are satisfied with high-level coding, delivered integrity, variety of experience, fast communication, and competitive cost.

Cons: The reviews claimed that the main issues were with disconnections because of time discrepancy, a little lag in resources redeployment, vetting out, and fully analyzing the project.

6. Noltic

 

Noltic-Salesforce-consulting-reviews

Screenshot Source:https://clutch.co/profile/noltic

 

Rating: ⭐⭐⭐⭐⭐ 5  (Based on 13 Clutch.co reviews)

Minimum Project Size: $10,000+

Average Hourly Rate: $50 – $99 / hr

Location: Lviv, Ukraine

Number of Employees: 30+

Clients: Guuru, Gimbal Logic, Shelf , Zenoo Ltd, 123c Consulting MB, Hospitality Digital, etc.

 

Noltic is a Salesforce consulting firm that started its operations in 2017 and headquarters in Lviv, Ukraine. It focuses on:

  • Sales, Service, Marketing and Community clouds set up
  • Salesforce products deployments like Pardot and CloudCraze
  • App development

Noltic caters to companies in:

  • Hospitality
  • Professional services
  • Information technology
  • Logistics
  • Financial services

Noltic has a 5-star rating on AppExchange and G2 and is on the 22nd place in the Manifest’s firm ranking.

 

Noltic’s pros and cons according to reviews

 

Pros: They impressed their clients with their experience in building apps, strong technical knowledge and communication skills, and fast turnaround execution time for urgent tasks.

Cons: Some reviewers have stressed a few problematic areas like having a good enough understanding of the business they work with and sync-up with bigger team groups.

7. Tkxel

 

Tkxel-Salesforce-consulting-reviews

Screenshot Source:https://clutch.co/profile/tkxel

 

Rating: ⭐⭐⭐⭐⭐ 4.9  (Based on 19 Clutch.co reviews)

Minimum Project Size: $10,000+

Average Hourly Rate: $25 – $49 / hr

Location: Reston, VA

Number of Employees: 250+

Clients: Barklays, ABB, Groupon, TELUS, Family Dollar, Honeywell, Telenor, Knowles, Reidmark, Propelics, Vistaprint, F4S, Replenium, CafeZupas, SKGF, WuxiNext Code, Lumatax etc.

 

Tkxel is a custom software development and Salesforce consulting company founded in 2008 and is based in the USA, UK, Pakistan, The UAE, and Poland.

Besides that, the firm offers:

  • App and web development services
  • UX design
  • Data science & AI
  • Dedicated teams staffing
  • QA & Testing
  • AR/VR
  • Blockchain
  • Internet of Things
  • Salesforce consulting

They cover more than 30 business niches like Financial Services, Telecommunications, Retail etc.

Tkxel offers their help with numerous Salesforce-related services like:

  • Salesforce implementation
  • Custom development
  • App building
  • Consulting

Tkxel’s rating on AppExchange is not stated, on G2 it was rated with 4.6 stars and they are in the 15th position of The Manifest’s company rating.

 

Tkxel’s pros and cons according to reviews

 

Pros: The reviewers liked Tkxel’s professional competence, effective communication, technical prowess, and pre-prototypes.

Cons: One client mentioned that it would be better if they could improve project delivery time for some projects.

8. Cynoteck Technology Solutions Pvt. Ltd.

 

Cynotech-Salesforce-consulting-reviews

Screenshot Source: https://clutch.co/profile/cynoteck-technology-solutions

 

Rating: ⭐⭐⭐⭐⭐ 5.0  (Based on Clutch.co 13 reviews)

Minimum Project Size: $5,000+

Average Hourly Rate: $25 – $49 / hr

Location: Dehradun, India

Number of Employees: 150 +

Clients: JLL, LavaBox, Alta Environmental, Cadence Power, MGO, Requestky, FitnessVT, CTS, TaxTrim, Schooly, Jordan Capital Finance etc.

 

Cynoteck is a CRM consulting and software development services provider with two locations in Saint Paul, Minnesota and Dehradun, India. The company has operated since 2008 and features IT services like:

  • Salesforce consulting
  • Microsoft Dynamics 365 consulting
  • Web development
  • Mobile development
  • Artificial intelligence integration

They primarily serve businesses in:

  • Healthcare
  • Real Estate
  • Retail & eCommerce
  • Legal
  • Manufacturing
  • Utilities

Cynoteck concentrates on following Salesforce services like setting up, operation, integration, and optimization of Marketing, Sales, Service, App Clouds, Communities and Field Services as well as AppExchange app development.

Neither on AppExchange nor on G2, Cynoteck’s ratings aren’t available. However, it’s in 4th place in the Manifest’s consulting agency’s rating.

 

Cynoteck’s pros and cons according to Clutch.co reviews

 

Pros: Clients appreciate Cynoteck’s level of project planning, project delivery, training of the staff, excellence at creating custom solutions, timely response, cost-effectiveness, and great customer service.

Cons: Some reviewers mentioned issues with GL (General Ledger) mapping.

9. Dazeworks Pvt. Ltd.

 

Dazeworks-Salesforce-Consulting-reviews

Screenshot Source: https://clutch.co/profile/dazeworks

 

Rating: ⭐⭐⭐⭐⭐ 4.8   (Based on 6 Clutch.co reviews)

Minimum Project Size: $1,000+

Average Hourly Rate: $25 – $49 / hr

Location: San Francisco, CA

Number of Employees: 100+

Clients: PubNub, Sectigo, CloudTail, M&S, Workato, SportsTG, Techtivity, Bullhorn, Madd, Adecco, EpicVue, MondayCall etc.

 

Dazeworks is a Salesforce consulting company headquartered in San Francisco, with additional locations in Canada, United Kingdom,  Sri Lanka, India, and the UAE.

Since 2015, they have been providing Salesforce services like clouds deployment, migration to Lightning, data migration, managed services, administration, and development services for businesses in 15+ industries among which are Telecommunications, Recruitment, PaaS etc.

Dazeworks’ rating on AppExchange is 5 stars, on G2 it is not stated and on the Manifest’s ranking, the company is in 11th place.

 

Dazeworks’ pros and cons according to reviews

 

Pros: The review posters were satisfied with a commitment to partnership, creativity and innovativeness of solutions, attention to detail, and its global presence.

Cons: One of the reviewers has mentioned the necessity to have an account manager and project risk management to lessen person dependency during the project.

10. CloudMasonry

 

CloudMasonry-Salesforce-Consulting-reviews

Screenshot Source: https://clutch.co/profile/cloudmasonry

 

Rating: ⭐⭐⭐⭐⭐ 5.0  (Based on 4 Clutch.co reviews)

Minimum Project Size: $10,000+

Average Hourly Rate: $150 – $199 / hr

Location: Chicago, IL

Number of Employees: 10 +

Clients: Direct Energy, Kensington, Prosci, Strata Decision, Teys, Freeosk, CREXi, Bernie’s Book Bank etc.

 

Founded in 2018 in Chicago, CloudMasonry has become a Salesforce consulting company offering:

  • Clouds implementation
  • Data migration and integration
  • Change management
  • User training
  • Managed services
  • Technology roadmapping

Its industries in focus are Utilities, Financial Services, Food Manufacturing, etc.

On AppExchange, CloudMasonry has a 4.9-star rating, on G2 it is not available and the company holds 14th place on the Manifest’s firm list.

 

CloudMasonry’ pros and cons according to reviews

 

Pros: CloudMansonry’s clients pay compliments to their effective communication, agility, and on-time and on-budget delivery of services that meet expectations.

Cons: None to this date.

Now, we can move to a strategy on how to identify what company will be the best option exactly for your business domain.

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Final Tips: How to Select the Best Salesforce Consulting Company

 

Even though top agencies’ lists like Clutch Leaders Matrix or bi-monthly overviews by The Manifest show CRM consulting market leaders, it can be quite an uneasy task to choose the perfect Salesforce consulting companies for your business. Here are a few hints from us on what you should pay attention to while researching.

 

Experience with industry-specific services 

 

Only on the AppExchange platform there are over 1,600 certified Salesforce consultants offering a vast scope of services. However, not many of them specialize in narrower niches like Commercial Real Estate or Mortgage Banking that require not only in-depth technology knowledge but also an understanding of all the intricacies in such business domains.

We, at Ascendix can maximize the Salesforce solution by tailoring it to your core business values and delivering well-balanced services of high-end Salesforce technology and our industry expertise.

 

Portfolio of successfully completed projects for previous clients

 

Without a doubt, clients’ case studies are a valuable source of information about the versatility and innovativeness of the considered company. You can learn about company approaches in accommodation to various clients’ needs and how they’ve dealt with project challenges.

Our detailed customers’ success stories can show in true colors all the project complexities and solutions we offered our clients to succeed.

 

Communication and project management style

 

Technology skills are only a half of the project’s success, what’s much more important is how all the communication processes between you and company staff will be held. This will ensure that all issues and requirements will be heard and delivered on time.

A trustworthy and honest attitude to project  management as well as dedication and passion to what we do, is a distinctive feature of Ascendix’s corporate values. Committing to customer service excellence is one more strong point of our consultants that is often highlighted by our clients as a decisive factor for choosing us as their Salesforce implementation partner.

 

Salesforce Certifications

 

Salesforce certificates prove if the company has the required Salesforce knowledge, experience, and resources to handle your implementation process and ensures that they keep up to speed on the most recent Salesforce release updates.

Our experts’ certifications include: Salesforce Administrator, App Builder, Platform Developer and its list is only going to expand.

 

Location and Culture Fit

 

Geographical presence and culture fit play a significant role in the selection of the consulting company even in a modern digitalized world. Time zone and business model discrepancies can make your Salesforce implementation project longer and more complicated.

As you might notice, almost all Salesforce consultants from our list have offshore offices either in Europe (Ukraine, Poland, Belarus) or in Asia (India, Pakistan). Make sure to talk to representatives from these locations to ensure you are comfortable with their communication style and you understand each other.

What makes Ascendix a good fit, is that we can cater to clients both from the US-based and European offices to ensure on-time service delivery without loss of quality.

 

Flexible Cost Structures

 

You can’t move further without finalizing a budget and Salesforce implementation isn’t a cheap investment. However, it doesn’t mean that you have to look for the most economic option. It’s essential to voice limits of your budget from the very start and concentrate on partners that are within your range.

Compare agency’s offerings to put money into the most comprehensive and time-efficient solutions. We offer our clients flexible and budget-friendly options due to our favorable engagement models.

 

Training and After-Launch Support

 

The implementation process isn’t completed with the deployment of your Salesforce. To ensure full adoption, you need to train and support Salesforce users through the implementation stage and even after it.

You may need external assistance from your consulting partner in the creation of how-to videos, corporate training, sandbox versions, and post-training support to guarantee that all the issues are targeted and settled on.

Our goal at Ascendix is to ensure that all your team members can freely use your Salesforce solution. Our consultants do not only create educational videos for our clients but also write expert Salesforce-related guides on the hottest topics.

 

Salesforce partnership with Ascendix can give you unlimited access to selected practices of implementation, re-implementation, and migration from Classic to Lightning accumulated from the almost 20-year experience. 

Ready to start your Salesforce story with us? Contact our consulting team to uncover more benefits of a partnership with us.

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