Top 10 US-Based Salesforce Consulting Firms: Where to Get the Best and Most Comprehensive Services?

Updated on May 31, 2021

Salesforce has numerous proven benefits like an ability to boost conversion rates and to improve access to customer data. However, 63% of CRM projects are still prone to failure, especially, if they are launched without proper expert guidance. In this shortlist of the US-based Salesforce consulting firms we compare agencies’ product and service offerings, industries they service etc.

Salesforce is #1 choice for more than 150, 000 companies worldwide and it’s growing more popular with each year. But despite its undoubted advantages and versatility, this platform is not easy to master, and 43% of CRM customers tend to use fewer than half of the in-built features and would trade more ease of use for less functionality.

But, is it possible to keep Salesforce org multifunctional and at the same time make it easy to use?

Yes, but it’s not available as an off-the-shelf solution and requires deep knowledge of the platform, your business domain, company requirements and goals to enhance Salesforce functionality.

How to make all these conditions meet in one place?

Search for the professional consulting firm that is ready to offer comprehensive Salesforce services combined with seasoned industry expertise.

Our Salesforce consulting firms overview is an unbiased summary of companies’ information provided on AppExchange (Salesforce apps and solutions marketplace) profiles like available products and services, Salesforce clouds they work with, industries they specialize in, languages they support, and customer feedback.

 

 

This ranking was based on rating and popularity of the consultancy, namely, number of reviews and review rating.

 

 

Now, a few words about AppExchange platform.

 

AppExchange

 

AppExchange is a Salesforce marketplace where you can find solutions by any type: Salesforce-friendly apps, Lightning Data & Components, Bolt & Flow solutions, consulting and development 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 products and services overview with a slide or video demo, customer success stories, whitepapers, etc.), Expertise (number of certified experts, Salesforce and industry expertise), and Reviews (number of reviews, their rating and source (whether they are a survey response or a community review), and information about reviewers and Salesforce project).

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

 

AppExchange App Profile 

 

 

Top 10 Salesforce Consulting Companies in the USA

 

Here is our agencies’ ranking according to the AppExchange listing:

 

1. Ascendix Technologies

 

 

 

Ascendix Technologies is a CRM consulting and custom software development company from Dallas with 20+ years of experience in:

• CRM customization and custom development
• Salesforce consulting services
• Custom software and app development
• CRM support and concierge services

What made Ascendix appear on top of Salesforce consulting firms shortlist is its 360-degree services from platform assessment to custom Force.com and AppExchange app development, among which are:

• Salesforce health check and audit
• Salesforce implementation, re-implementation, and optimization
• Salesforce migration from other CRM solutions
• Data migration and consolidation
• Salesforce configuration & customization
• Salesforce integration
• AppExchange app development
• Salesforce support, administration, and user training
• Lightning Components development
• Custom CRM development on top of Salesforce

More details in Salesforce services overview.

Salesforce products Ascendix specializes in are Sales Cloud, Service Cloud, Marketing Cloud, Communities Cloud, Financial Services Cloud, Pardot, and Einstein Analytics.

Domains our Salesforce consulting firm operates in:

• 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

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

• AscendixRE (a commercial real estate CRM)
• Ascendix Search (an advanced search and filtration tool)
• Composer (a report & brochure generation tool)
• MarketSpace (a deal and collaboration portal for brokers).

What Ascendix Technologies’ Customers Like about Provided Salesforce Services:

• Depth of the team and years of experience
• Excellent post-launch support
• Communication, results, and timely responses to issues
• Onboarding and ongoing customer service

 

 

2. StarrData

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This California-based Salesforce consulting company provides:

• Outsource system administration
• Managed services
• Salesforce implementation assistance with Sales, Communities (Experience), and CPQ Clouds
• Billing processes integration

Among the industries StarrData operates in are:

• Life Sciences
• Financial Services
• Technology
• Non-Profit

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Industries the agency focuses on are:

• Financial Services
• Homebuilding
• Manufacturing
• Non-Profit
• Energy
• Logistics

ApostleTech also offers a solution on AppExchange for home builders — HCP.

What ApostleTech’s Customers Like about Provided Salesforce Services:

• Experience and expertise in Salesforce
• Team’s creative insights

 

Bottom Line: How to Choose The Right Salesforce Consulting Firm for Your Project?

 

Jean-Paul Sartre once said, “We are our choices.” Your Salesforce project is your choice of consultants, developers, strategy, and tools.

And what can be a remedy for some companies can be, literally, poison for your organization because of the difference in approaches for each individual project.

We’ll go over a checklist of the most important criteria you should keep in mind while selecting the best of the best consulting agency.

 

1. Industry expertise 

Salesforce consulting services on AppExchange cover the major domains like Communications, Education, Financial Services, Healthcare, Manufacturing, etc.

However, less popular and narrower niches like Commercial Real Estate or Capital Markets remain “behind the scenes”.

But, what is often disregarded is that successful Salesforce implementation requires not only vast technical knowledge but also an in-depth understanding of such business vectors.

And it should be among top criteria of choosing a technology partner among Salesforce consulting firms.

 

2. Portfolio of clients’ projects

Customers’ success stories demonstrate better than anything else company’s approaches in accommodating to various clients’ needs, ways of overcoming project challenges, versatility, and innovativeness of the vendor in action.

 

3. Salesforce expertise

Without a doubt, Salesforce certificates show if the considered Salesforce consulting firms the necessary technical knowledge, skills, and resources.

It ensures that your project will be properly handled and that your technology partner will keep up with Salesforce release updates.

 

4. Agile cost structures

Salesforce implementation is definitely not a cheap investment. Nevertheless, it doesn’t mean that you may not be offered the most economic option.

That’s why it’s vitally important to determine your budget limits from the very beginning and to look for partners that are within your budget range.

Also, a comparison of consultancies’ engagement models offerings can help you select the most comprehensive yet the most budget-friendly option.

 

5. Communication and management style

Technology skills are not the only ingredient of the project’s success.

What’s equally important is how communication between you and the agency’s staff will be held how fast all the issues and questions will be heard and addressed.

According to reviewers on AppExchange and Clutch.co, the project management and communication skills of the consulting partner play a decisive role in selecting the agency.

Honest and open project management style, dedication to clients’ needs, and commitment to customer service excellence are Ascendix’s top priorities that are quite often highlighted by our clients.

 

6. User training, support, and system administration

Salesforce project doesn’t end up with the deployment of the solution.

To ensure that your Salesforce users are comfortable with using it, you need to train and support them during and after the implementation process.

If you do not have enough time or resources within your company, you may need assistance from your consulting partner in the creation of sandbox versions, how-to videos and guides, corporate training, and post-training support to ensure that all the issues are settled on.

Moreover, after each Salesforce release, your system may require additional configuration. That’s why you may require the help of dedicated Salesforce admins that will keep an eye on coming new features and system upgrades.