Top 14 Salesforce Consulting Companies in the USA: Where to Get the Best Services?

Salesforce has numerous proven benefits like the ability to boost conversion rates and to improve access to customer data. However, according to a Statista study, 63% of CRM projects are still prone to failure, especially, if they are launched without proper expert guidance.

In this shortlist of the top Salesforce consulting companies in the USA we compare agencies’ product and service offerings, and the industries they serve to give you a hint on where to get the best Salesforce consulting services.

Salesforce is the #1 choice for more than 150, 000 companies worldwide and it’s growing more popular 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 best Salesforce consulting company that is ready to offer comprehensive Salesforce services combined with seasoned industry experts.

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 the rating and popularity of the consultancy, namely, the number of reviews and review rating.

Top 14 Salesforce Consulting Companies in the USA

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

1. Ascendix Technologies
2. StarrData
3. SaaS Solutions
4. Seven Results
5. Data Geeks Lab
6. Able Cloud Advisors
7. Integrated Media Group
8. The BlackIron Group
9. Agile Cloud Consulting
10. SaaScend
11. Pedal Lucid
12. Cloud Square
13. ApostleTech
14. SETGO Partners

1. Ascendix Technologies

Ascendix Technologies Home Page

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
• Sales, service, and marketing automation
• Data migration and consolidation
• Lightning migration 
• 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

StarrData Home Page

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

3. SaaS Solutions

SaaS Solutions Home Page

4. Seven Results

Seven Results Home Page

5. Data Geeks Lab

Data Geeks Lab Home Page

6. Able Cloud Advisors

Able Cloud Advisors Home Page

7. Integrated Media Group

Integrated Media Group Home Page

• Sales Cloud
• Marketing Cloud
• B2C Commerce
• Pardot

This is one of the top Salesforce consulting companies in the USA that helps firms in the following industries:

• Financial Services
• Auto & Manufacturing
• Media & Communications
• Healthcare & Life Sciences

8. The BlackIron Group

The BlackIron Group Home Page

9. Agile Cloud Consulting

Agile Cloud Consulting Home Page

10. SaaScend

SaaScend Home Page

11. Pedal Lucid

Pedal Lucid Home Page

• Sales Cloud
• Pardot
• Nonprofit Cloud
• Customer 360 Platform
• Community Cloud
• Tableau CRM

12. Cloudsquare

13. ApostleTech

ApostleTech Home Page

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

14. SETGO Partners

SETGO Partners Home Page

SETGO Partners focus on:

• Salesforce implementation services
• Salesforce integration
• Salesforce upgrade
• Salesforce support
• Salesforce expansion
• Lightning migrations

This Salesforce consulting company originated in Wisconsin specializes  in the following product suits:

• Sales Cloud
• Service Cloud
• Experience Cloud
• Pardot

Industries the agency focuses on are:

• Auto & Manufacturing
• Engineering, Construction, & Real Estate
• High Tech
• Professional Services

What SETGO Partners’s Customers Like about Provided Salesforce Services:

• Deep understanding of the business and the technical challenges
• Great communication throughout the engagement

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.