# Best Salesforce Consulting Services with Education Cloud Capabilities *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Salesforce consulting services are business services specializing in implementing and optimizing the various offerings within the Salesforce product portfolio. These service providers typically have significant expertise and experience helping businesses utilize the various products offered by Salesforce and can assist with its implementation, integration, customization, and administration. Businesses seeking to implement a Salesforce tool can enlist the provider's help with several aspects of the process, from installation to employee training. Working with a Salesforce consulting provider can reduce the hassles associated with major software deployment, overcome staffing challenges, and help teams ramp up faster and maximize their results when using the tools. Salesforce implementers and consulting partners can include companies of varying sizes, ranging from individual consultants to larger, global consulting firms. Additionally, these partners can have expertise in multiple Salesforce Clouds and products (i.e., Sales Cloud, Service Cloud, etc.) and industries (i.e., financial services, retail, etc.). To become a Salesforce consulting provider, a company needs to have, at a minimum, one employee holding two or more certifications or two employees holding at least one certification. Each Salesforce consultant must enroll in the Salesforce Consulting Partner Program. Selected partners can demonstrate their expertise by keeping their certification current and creating case studies showcasing successful consulting and implementation projects. To qualify for inclusion in the Salesforce Consulting Services category, a services provider must: - Offer Salesforce-specific consulting services - Demonstrate experience implementing Salesforce products ## How Many Salesforce Consulting Services Products Does G2 Track? **Total Products under this Category:** 1,861 ### Category Stats (May 2026) - **Average Rating**: 4.52/5 - **New Reviews This Quarter**: 40 - **Buyer Segments**: Mid-Market 54% │ Small-Business 34% │ Enterprise 12% - **Top Trending Product**: Brillio (+0.028) *Last updated: May 18, 2026* ## How Does G2 Rank Salesforce Consulting Services Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 3,400+ Authentic Reviews - 1,861+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### CloudMasonry CloudMasonry is a Salesforce consulting partner, delivering success with transformative cloud-based business services and partner solutions. Registered Salesforce Consulting Partner Consulting Resources with +10 years of Salesforce Experience We offer a tailor-made approach for enterprise organizations, guiding each through the challenges of working with and harnessing the potential of cloud-based tools such as Salesforce. With over a decade’s dedicated experience in the field, CloudMasonry’s business-to-business consulting services are built on a foundation of experience across a range of industries. CloudMasonry was built on the knowledge that many existing Salesforce customers often struggle to utilize Salesforce to its fullest. With Salesforce pushing out three technical releases a year, we looked around and saw that Salesforce customers too often felt like they couldn’t keep up. At the same time, we knew all about the powerful features of Salesforce like Field Service Lightning and know just how powerful they can be. The aim of CloudMasonry is to partner with Salesforce clients to maintain their current CRM while incorporating its very best features, leading to a robust, up-to-date Salesforce-powered solution. SERVICES PROVIDED: Data Migration & Complex Integrations End User Training Salesforce Value Assurance / Health Checks Salesforce Implementation Progam Oversight Technology Roadmapping / System Design Managed Services / Ongoing Innovation [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1003047&secure%5Bdisplayable_resource_id%5D=1003047&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1003047&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=97842&secure%5Bresource_id%5D=1003047&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsalesforce-consulting-services%2Ff%2Fprofessional-services&secure%5Btoken%5D=3f8d8b3692e83d6d7a6d1a481c92b42b8782d182e15c2dfb10a16e961157edd5&secure%5Burl%5D=https%3A%2F%2Fcloudmasonry.com&secure%5Burl_type%5D=company_website) --- ## What Are the Top-Rated Salesforce Consulting Services Products in 2026? ### 1. [Urgensee](https://www.g2.com/products/urgensee/reviews) Urgensee, Inc. is a management consulting and technology advisory firm dedicated to enhancing the operational efficiency of nonprofits, higher education institutions, and businesses. With decades of experience and a deep understanding of nonprofit operations, Urgensee empowers organizations to become efficient, automated, and data-driven, enabling them to make a more significant impact in their communities. Key Features and Functionality: - Donor and Planned Giving Management: Streamlines donor relations and planned giving processes to maximize fundraising efforts. - Case Management: Provides tools for effective tracking and management of client cases, ensuring timely and appropriate service delivery. - Volunteer Management: Facilitates the recruitment, scheduling, and coordination of volunteers to optimize program support. - Event Management: Offers solutions for planning, organizing, and executing events to engage stakeholders and raise funds. - Fundraising and Merchandise Sales: Enhances fundraising strategies and manages merchandise sales to boost revenue streams. - Online Stores and Auctions: Enables the creation and management of online stores and auctions to expand fundraising opportunities. - Website Integration: Ensures seamless integration between organizational websites and operational systems for cohesive functionality. - Accounting System Integration: Integrates accounting systems to provide accurate financial tracking and reporting. - Data Migrations and System Retirement: Assists in migrating data and retiring outdated donor systems to maintain data integrity and system efficiency. - Back-office Automation: Automates administrative tasks to reduce manual workload and increase operational efficiency. Primary Value and Solutions Provided: Urgensee's primary value lies in its ability to transform organizations into highly efficient and automated entities. By leveraging technology and process-enabled solutions, Urgensee addresses critical challenges faced by nonprofits and other organizations, such as expanding donor reach, improving program outcomes, and streamlining operations. Their comprehensive suite of services ensures that clients can focus on their mission while benefiting from optimized processes and data-driven decision-making. **Who Is the Company Behind Urgensee?** - **Seller:** [Urgensee](https://www.g2.com/sellers/urgensee) - **Year Founded:** 2012 - **HQ Location:** Houston, US - **LinkedIn® Page:** https://www.linkedin.com/company/urgensee-inc-/about/ (20 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 2. [Yurgosky](https://www.g2.com/products/yurgosky/reviews) Yurgosky, now part of Moss Adams since December 2024, is a premier technology, strategy, and analytics firm dedicated to transforming how organizations operate by leveraging data-driven solutions. Specializing in serving nonprofits, higher education institutions, and social enterprises, Yurgosky focuses on developing innovative, Salesforce-native applications that enhance client engagement, streamline processes, and drive growth. Key Features and Functionality: - Salesforce Expertise: Yurgosky's team comprises certified professionals proficient in Salesforce products, including MuleSoft, Omni-Channel solutions, Tableau, and Pardot. - Custom Application Development: They have developed several Salesforce-native applications: - YES: An enrollment accelerator that improves customer and student enrollment and retention by processing hundreds of thousands of applications annually. - Loom: An app designed to uncover and leverage organizational relationships through interactive visualizations. - Turnout: An app for managing group schedules, tracking attendance, and hosting events, ideal for schools and training organizations. - Comprehensive Services: Yurgosky offers services in admissions, alumni relations, attendance tracking, advancement, case management, communications, data analytics and reporting, document generation, emergency SMS, events, fundraising, grants, marketing, program management, recruitment, registration, and student success. Primary Value and Solutions Provided: Yurgosky empowers organizations to make data-informed decisions, leading to improved operational efficiency and enhanced client engagement. By integrating advanced technology solutions within the Salesforce ecosystem, they help clients streamline processes, reduce infrastructure costs, and achieve their strategic goals. Their human-centric approach ensures that technology not only simplifies tasks but also enables organizations to reach their full potential. **Who Is the Company Behind Yurgosky?** - **Seller:** [Yurgosky](https://www.g2.com/sellers/yurgosky) - **Year Founded:** 1913 - **HQ Location:** Seattle, US - **LinkedIn® Page:** https://www.linkedin.com/company/moss-adams-llp (2,544 employees on LinkedIn®) ## What Is Salesforce Consulting Services? [Ecosystem Service Providers](https://www.g2.com/categories/ecosystem-service-providers) ## What Software Categories Are Similar to Salesforce Consulting Services? - [Digital Transformation Consulting Providers](https://www.g2.com/categories/digital-transformation-consulting) - [Microsoft Consulting Services](https://www.g2.com/categories/microsoft-consulting-services) - [HubSpot Consulting Services](https://www.g2.com/categories/hubspot-consulting-services)