# Best Salesforce Consulting Services with Sales Cloud Capabilities - Page 62

## How Many Salesforce Consulting Services Products Does G2 Track?

**Total Products under this Category:** 1,869

### Category Stats (Aug 2026)

- **Average Rating:** 4.53/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** IBM Consulting (+0.81%) - Among all products in this category, IBM Consulting recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Salesforce Consulting Services Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 3,500+ Authentic Reviews
- 1,869+ 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.

## G2 Grid® for Salesforce Consulting Services
 ![G2 Grid® for Salesforce Consulting Services plotting products by satisfaction and market presence](https://www.g2.com/categories/salesforce-consulting-services/grids.png?focus%5B%5D=118604&focus%5B%5D=52529&focus%5B%5D=1180300&focus%5B%5D=35134&focus%5B%5D=1348037&focus%5B%5D=1076&focus%5B%5D=2768&focus%5B%5D=116430)

Highlighted products: Salesforce Customer Success, Coastal, Candybox CRM Solutions, RSM Salesforce Consulting, Peeklogic | Salesforce Consulting & Development Company, Accenture, IBM Consulting, and CS2.

Underlying data: [Grid® JSON](https://www.g2.com/categories/salesforce-consulting-services/grids.json?focus%5B%5D=salesforce-customer-success&focus%5B%5D=coastal&focus%5B%5D=candybox-crm-solutions&focus%5B%5D=rsm-salesforce-consulting&focus%5B%5D=peeklogic-salesforce-consulting-development-company&focus%5B%5D=accenture&focus%5B%5D=ibm-consulting&focus%5B%5D=cs2-cs2)

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### [Flipside Bms LLC](https://www.g2.com/products/flipside-bms-llc/reviews)

Flipside BMS, LLC is a Salesforce consulting firm specializing in CRM solutions, process improvement, and change management strategies. Established in 2009 and headquartered in Fort Lauderdale, Florida, the company employs a practical, interactive, and analytical approach to develop transformation strategies and Salesforce cloud technology solutions that drive business value. By leveraging proven practices from various industries, Flipside BMS ensures optimal results for its clients. Key Features and Functionality: - Salesforce Consulting and Implementation: Expertise in designing, configuring, implementing, and training for Salesforce solutions across organizations of varying sizes. - Business Analysis and Strategy: Focus on analyzing business processes to develop effective strategies that align with organizational goals. - User Experience and Process Improvement: Enhancing user engagement and optimizing processes to improve overall efficiency. - Service Cloud, Sales Cloud, Field Service Lightning, and Experience Cloud: Specialized in the design, development, implementation, and training of these Salesforce platforms. - Change Management: Certified in Agile ScrumMaster and Prosci Change Management, ensuring smooth transitions during organizational changes. Primary Value and Solutions Provided: Flipside BMS addresses the need for effective CRM solutions and process improvements by offering tailored Salesforce consulting services. Their approach fosters a trusting and safe environment for both clients and project teams, encouraging open discussions and collaborative problem-solving. This methodology ensures that organizations can achieve their transformation goals efficiently and effectively.

#### Who Is the Company Behind Flipside Bms LLC?

- **Seller:** [Flipside Bms](https://www.g2.com/sellers/flipside-bms)
- **Year Founded:** 2009
- **HQ Location:** Fort Lauderdale, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3d759a9144418a974d8d5eabf8ff3f847a622ad4030b2531432cb706d1741d94&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflipside-business-management-solutions-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Float Into The Clouds](https://www.g2.com/products/float-into-the-clouds/reviews)

Float into the Clouds is a seasoned consulting firm specializing in Salesforce implementations and cloud-based solutions. With over 15 years of experience and a team holding 10 Salesforce certifications, they assist businesses in effectively leveraging cloud technologies to enhance operations and drive growth. Key Features and Functionality: - Salesforce Implementation Services: Expertise in deploying Salesforce Sales, Service, Financial Services, and Community Clouds tailored to business needs. - Module and Tool Integration: Seamless addition of new modules or tools within existing systems to expand functionality. - Custom Development: Development of custom code, including VisualForce and Apex, to meet unique business requirements. - System Integration: Integration of various systems and applications into Salesforce to create a cohesive technology ecosystem. - Reporting and Dashboards: Creation of ad-hoc reports and dashboards for insightful data analysis. - Data Migration Services: Safe and efficient migration of data to ensure continuity and integrity. - End-User Training: Comprehensive training programs to empower users and maximize system adoption. Primary Value and Solutions Provided: Float into the Clouds addresses the complexities businesses face when adopting cloud technologies. They offer tailored solutions that streamline operations, enhance customer relationship management, and improve data-driven decision-making. Their extensive experience with small businesses and non-profits ensures that clients receive personalized strategies that align with their specific goals and challenges.

#### Who Is the Company Behind Float Into The Clouds?

- **Seller:** [Float Into The Clouds](https://www.g2.com/sellers/float-into-the-clouds)
- **Year Founded:** 2013
- **HQ Location:** Vancouer, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=112be1536fb0d01e220fcfa1807f1f4258e55c1965682d5ef012988a9d61025d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffloat-into-the-clouds%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Flok Consulting](https://www.g2.com/products/flok-consulting/reviews)

Flok Consulting is a specialized Salesforce consultancy dedicated to delivering strategic implementation services tailored to the unique needs of businesses across various industries. With over 15 years of experience, Flok focuses on understanding clients' specific challenges to provide customized solutions that drive profitability and operational efficiency. Key Features and Functionality: - Service Cloud Optimization: Enhancing customer service platforms to deliver exceptional support and improved customer experiences. - Experience Cloud Implementation: Developing connected digital experiences through data-driven sites, portals, and mobile applications. - Government Cloud Solutions: Designing flexible systems that adapt to regulatory changes and new data reporting requirements for government agencies. - Strategic Implementation Consulting : Providing personalized consulting that involves listening to client needs and offering guidance, value, and best practices drawn from extensive experience. Primary Value and Solutions Provided: Flok Consulting's primary value lies in its ability to offer hands-on, personalized consulting services that are not one-size-fits-all. By focusing on strategic implementation and understanding each client's unique barriers to success, Flok ensures that businesses receive tailored solutions that enhance their Salesforce capabilities, streamline operations, and improve customer engagement. This approach leads to sustainable growth and a competitive advantage in the marketplace.

#### Who Is the Company Behind Flok Consulting?

- **Seller:** [Flok Consulting](https://www.g2.com/sellers/flok-consulting)
- **Year Founded:** 2013
- **HQ Location:** Bend, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=06ee1f18f568fee655da18cd5cdc9c6879e227a47b4b7211a3cf57d469c2b19c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflok-inc.&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

### [Flowbuilders](https://www.g2.com/products/flowbuilders/reviews)

FlowBuilders is a premier Salesforce consulting firm dedicated to assisting organizations in rethinking, rebuilding, and reconnecting their fragmented business processes through the power of Salesforce. Established in 2016, FlowBuilders has successfully delivered over 200 projects, showcasing their commitment to excellence and customer satisfaction. With a team of 24 certified experts holding 51 Salesforce certifications, they bring a wealth of knowledge and experience to every engagement. , [crm.consulting] Key Features and Functionality: - Comprehensive Salesforce Services: FlowBuilders specializes in the design, implementation, and support of various Salesforce products, including Service Cloud, Marketing Cloud, Public Sector Solutions, Experience Cloud, and MuleSoft. - Business Process Optimization: They focus on analyzing and enhancing the design and operation of business processes to ensure optimal performance. - Data Migration Support: FlowBuilders provides robust support for data migration, ensuring seamless transition and integrity of data across systems. - People Transformation: They assist in transforming organizational culture and practices to fully leverage the benefits of cloud applications and services. Primary Value and Solutions Provided: FlowBuilders' primary value lies in their ability to streamline and enhance business processes by leveraging Salesforce's suite of products. They address challenges related to fragmented processes, data migration complexities, and organizational adaptation to new technologies. By offering end-to-end solutions—from process design and data migration to people transformation—they enable organizations to maximize their investment in Salesforce, leading to improved efficiency, productivity, and overall business performance.

#### Who Is the Company Behind Flowbuilders?

- **Seller:** [Flowbuilders](https://www.g2.com/sellers/flowbuilders)
- **Year Founded:** 2016
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=61b825a53b6c1520d986c91b07cf5c638a3e56404566cd3034482749752ac89f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflowbuilders&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

### [Fluent Group](https://www.g2.com/products/fluent-group/reviews)

Fluent Group is a sales and marketing transformation partner specializing in delivering customized technology solutions that streamline complex business processes. By integrating platforms like Salesforce and NetSuite, Fluent Group enhances sales and marketing functions, enabling businesses to achieve scalable growth and improved customer engagement. Key Features and Functionality: - Salesforce Implementation and Optimization: Tailored configurations of Sales Cloud, Service Cloud, and Pardot to align with specific business needs. - Digital Marketing Services: Comprehensive strategies including branding, website creation, advertising, SEO, and content marketing to amplify brand reach. - Custom Application Development: Development of bespoke applications that integrate seamlessly with existing systems to address unique business challenges. - Business Process Reengineering: Optimization of sales and marketing operations through process design and automation to enhance efficiency. - Managed Services: Provision of virtual sales and marketing operations to deliver quality creative and digital solutions without the usual cost, complexity, and risk. Primary Value and Solutions Provided: Fluent Group empowers businesses to navigate rapid growth by offering integrated technology solutions that optimize sales and marketing processes. Their collaborative approach ensures that each solution is tailored to the client's unique challenges and long-term vision, resulting in enhanced customer connections and a competitive edge in the market. By leveraging their expertise in platforms like Salesforce and NetSuite, Fluent Group enables organizations to streamline operations, improve customer engagement, and achieve scalable growth.

#### Who Is the Company Behind Fluent Group?

- **Seller:** [Fluent Group](https://www.g2.com/sellers/fluent-group)
- **Year Founded:** 2019
- **HQ Location:** Brisbane, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f1cd85bb269a3616cbe8b7bd74140284db950f75bef5d8a0f725383836022aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffluent-group&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [FMT Consultants](https://www.g2.com/products/fmt-consultants/reviews)

FMT is a seasoned provider of integrated business solutions and information technology services throughout the US and Canada with a significant presence in San Diego County, Los Angeles County, and Orange County.

**Average Rating:** 2.5/5.0

**Total Reviews:** 2

#### Who Is the Company Behind FMT Consultants?

- **Seller:** [FMT Consultants](https://www.g2.com/sellers/fmt-consultants)
- **Year Founded:** 1979
- **HQ Location:** New York, New York, United States
- **Twitter:** @fmtconsultants  
1,142 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d28104198113d4cb0dbe2d785b90941e127bf6af3755007ac8ce4e9e7b810930&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcitrin-cooperman&secure%5Burl_type%5D=linkedin_company_website)  
2,793 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large

#### What Are Recent G2 Reviews of FMT Consultants?

**["Integration Partner"](https://www.g2.com/survey_responses/fmt-consultants-review-7718614)**

**Rating:** 5.0/5.0 stars

_— Darren R._

[Read full review](https://www.g2.com/survey_responses/fmt-consultants-review-7718614)

#### What Are G2 Users Discussing About FMT Consultants?

- [What is FMT Consultants used for?](https://www.g2.com/discussions/what-is-fmt-consultants-used-for)

### [Foglight Solutions](https://www.g2.com/products/foglight-solutions/reviews)

Foglight Solutions is a boutique consulting firm specializing in Salesforce implementations, particularly in Configure, Price, Quote and Quote-to-Cash solutions. Founded in 2017 and headquartered in Portland, Oregon, the company focuses on assisting mid-market organizations in their digital transformation journeys by enhancing business processes to foster deeper customer relationships, improved data visibility, and cross-team collaboration. Key Features and Functionality: - Business Process Analysis: Conducts thorough evaluations of existing business processes to identify areas for improvement and optimization. - Solution Strategy Development: Crafts tailored strategies that align with organizational goals, ensuring effective implementation of Salesforce solutions. - Project Planning: Develops comprehensive project plans that outline timelines, resources, and milestones for successful execution. - Technical Solution Architecture: Designs scalable and secure technical architectures that support current and future business needs. - Training: Provides extensive training programs to equip teams with the necessary skills to utilize Salesforce tools effectively. - Deployment: Ensures smooth deployment of solutions with minimal disruption to ongoing operations. Primary Value and Solutions Provided: Foglight Solutions delivers successful CPQ and Quote-to-Cash implementations by building true partnerships that turn significant business challenges into bottom-line growth. By leveraging their expertise, organizations can achieve increased sales process efficiency, enabling teams to quickly create quotes, close deals, and drive business growth. Their deliberate and thoughtful approach involves "listening to understand" each client's unique challenges and collaborating to design solutions that not only address immediate needs but also set the foundation for long-term success.

#### Who Is the Company Behind Foglight Solutions?

- **Seller:** [Foglight Solutions](https://www.g2.com/sellers/foglight-solutions)
- **Year Founded:** 2017
- **HQ Location:** Portland, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51500bbea5e9bd36e15c5abe31b015c43b3b9b50e9659316ca544239b620b51d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffoglightsolutions&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Folio3 CRM](https://www.g2.com/products/folio3-crm/reviews)

Folio3 Software is a California-based Salesforce expert and official Agentforce partner that helps startups and global enterprises build smart, secure, and scalable digital solutions. As a trusted Salesforce Consulting Partner, MSP, and ISV, Folio3 delivers end-to-end Salesforce services—from strategy and implementation to ongoing managed support and innovation.

#### Who Is the Company Behind Folio3 CRM?

- **Seller:** [Folio3 Software](https://www.g2.com/sellers/folio3-software-2026-07-24)
- **Year Founded:** 2005
- **HQ Location:** San Mateo, CA, USA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cdb2db71283ace0a1b459b8fda6deb8c1097f606885960581f5615eaffa275be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffolio3%2F&secure%5Burl_type%5D=linkedin_company_website)  
819 employees on LinkedIn®
- **Ownership:** Folio3 Software Inc
- **Phone:** +1 (408) 3654638

### [Forceoft](https://www.g2.com/products/forceoft/reviews)

We are a Software development company with focus on Salesforce Consulting and Implementations

#### Who Is the Company Behind Forceoft?

- **Seller:** [forceoft](https://www.g2.com/sellers/forceoft)
- **Year Founded:** 2015
- **HQ Location:** Austin, Texas, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22c2b610ca06d51ab3ae4263489e9db6ceccc7667c5510e810382866900dedf2&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpeeklogic&secure%5Burl_type%5D=linkedin_company_website)  
83 employees on LinkedIn®

### [Forcology](https://www.g2.com/products/forcology/reviews)

Forcology is a Salesforce consulting firm dedicated to optimizing Salesforce and Pardot Marketing Automation platforms for enhanced marketing and sales performance. By implementing best practices, Forcology ensures that businesses maximize their investment in these platforms, leading to improved operational efficiency and customer engagement. Key Features and Functionality: - Process Improvement and Automation: Forcology adapts Salesforce technology to align with and enhance unique business processes, automating workflows across departments such as Service, Finance, and Legal, all integrated within Salesforce to provide a unified customer view. - Simplification and Waste Reduction: The firm focuses on eliminating non-value-added activities, leveraging AI and automation to streamline internal processes and reduce manual tasks, enabling businesses to respond swiftly to market changes. - Integrated Marketing and Sales Tools: Forcology unifies marketing and sales dashboards, optimizing processes from marketing-qualified leads to sales-qualified leads, facilitating data-driven decision-making and improved return on investment. Primary Value and Solutions Provided: Forcology empowers businesses to achieve operational efficiency through tailored process improvements and automation, ensuring technology enhances rather than dictates business operations. By simplifying workflows and reducing waste, companies can focus on core activities and adapt quickly to evolving market demands. The integration of marketing and sales tools offers valuable insights into customer behavior, enabling targeted strategies that drive growth and profitability.

#### Who Is the Company Behind Forcology?

- **Seller:** [Forcology](https://www.g2.com/sellers/forcology)
- **Year Founded:** 1996
- **HQ Location:** Turin Piedmont ,Italy
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65004ed396a5f96f14b61a1dacf8f5c1b02bfebceecf18385808e5528baeb058&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Freply&secure%5Burl_type%5D=linkedin_company_website)  
16,385 employees on LinkedIn®

### [Formula 3 Group](https://www.g2.com/products/formula-3-group/reviews)

F3G is digital marketing innovation and ecommerce. Rooted in retail and action sports, F3G believes in leveraging technology to simplify not add complexity to a brands relationship with its consumer.

#### Who Is the Company Behind Formula 3 Group?

- **Seller:** [Formula 3 Group](https://www.g2.com/sellers/formula-3-group)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Forsys](https://www.g2.com/products/forsys/reviews)

Forsys, a global leader in lead-to-revenue services, is renowned for its proficiency in seamlessly integrating CPQ, CLM, and CRM streamlining the journey from lead generation to revenue realization. We holistically address the revenue lifecycle and offer comprehensive cloud-based solutions tailored for sectors such as High-Tech, Manufacturing, Healthcare, Retail, and BFSI. With over 100 clients under our belt, we extend expertise in CPQ consulting, CRM implementation, and CLM applications. We take pride in our deep understanding of CPQ KPIs and specialized CPQ services, guiding businesses to make informed choices. We also elucidate the differences between Conga CPQ and Salesforce CPQ based on unique requirements. Our standing as a RevOps transformation leader is fortified by alliances with industry titans like Salesforce, Conga, Oracle, and NetSuite. Our offerings encompass Assessment & Advisory, Migration & Integration, Implementation Services, and Managed Services, ensuring every business need is catered to. Based in California, Forsys, with its distinguished 7-year heritage, is at the forefront of cloud innovation, enterprise modernization, and revenue transformation. By seamlessly integrating CPQ, CLM, and CRM, Forsys provides an encompassing approach to the revenue lifecycle.

#### Who Is the Company Behind Forsys?

- **Seller:** [Forsys](https://www.g2.com/sellers/forsys)
- **Year Founded:** 2015
- **HQ Location:** Milpitas, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1bddb12825b611362c95213c2877ab1d14a714a41326aa075124fe87c434090c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fforsysinc&secure%5Burl_type%5D=linkedin_company_website)  
566 employees on LinkedIn®
- **Phone:** +1 408 409 2567

### [Forte Group](https://www.g2.com/products/forte-group/reviews)

Forte Group is an AI-native product development partner for enterprise organizations in high-value verticals. We design, develop, and operate mission-critical software systems, with AI embedded across the entire software lifecycle, into our clients' products and operations, and into how we work. The result: faster innovation, higher productivity, and measurable business outcomes. With 25+ years of deep enterprise relationships, 800+ professionals across 12 global locations, and a 90% long-term client engagement rate, Forte brings the accountability and depth of a dedicated partner and the scale to deliver. Forte's growth is driven by the rapidly expanding markets for AI-enabled custom software (23–27% CAGR) and GenAI Services (41% CAGR), markets where Forte is already operating at the forefront. We don't augment teams. We build products.

#### Who Is the Company Behind Forte Group?

- **Seller:** [Forte Group](https://www.g2.com/sellers/forte-group)
- **Year Founded:** 2000
- **HQ Location:** Boca Raton, Florida, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=552ad8d0655b21f949a394035fb35fe5a4dc5e2bb2371f3b4cc7e08680a0d736&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffortegroup&secure%5Burl_type%5D=linkedin_company_website)  
629 employees on LinkedIn®

### [FortéNext](https://www.g2.com/products/fortenext/reviews)

The USA's leading B2B Salesforce implementation partner.

#### Who Is the Company Behind FortéNext?

- **Seller:** [ForteNext](https://www.g2.com/sellers/fortenext-2026-08-11)
- **Year Founded:** 2022
- **HQ Location:** Boca Raton, FL
- **Twitter:** @fortenext
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8ee991b1a63d1a9361ef442c5c3772c9e9548374519be30402d9809b10d64f84&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffortenext%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®
- **Phone:** +13127574944

### [Fortimize](https://www.g2.com/products/fortimize/reviews)

Fortimize is a team-owned consulting firm specializing in delivering Salesforce and Data & Analytics solutions tailored for the financial services and real estate industries. Since 2012, Fortimize has successfully completed over 1,000 projects across North America, focusing on creating people-first business solutions that empower organizations to enhance customer experiences and drive strategic growth. Key Features and Functionality: - Salesforce Expertise: Proficient in implementing and managing Salesforce products, including Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud, MuleSoft, Marketing Cloud, Data Cloud, Customer 360 Platform, Tableau, CRM Analytics, and Shield. - Industry-Focused Solutions: - Banking: Retail banking, customer/member 360, core integration, customer service, application management, and householding. - Real Estate: Investor relations, property management, asset management, marketing, transactions, and leasing. - Private Equity: Fundraising, asset and portfolio management, and transactions. - Wealth & Asset Management: Relationship management, client retention, client onboarding, and activity management. - Flexible Service Models: Offers tailored services, including fixed-scope implementations with agile project methodologies and enhanced managed services for continuous solution optimization aligned with business needs. Primary Value and Solutions Provided: Fortimize addresses the unique challenges of financial services and real estate organizations by delivering customized Salesforce and data solutions that streamline operations, enhance customer relationships, and drive business growth. By focusing on industry-specific needs and leveraging deep expertise in Salesforce products, Fortimize enables clients to achieve quicker time-to-value, improve operational efficiency, and confidently scale their businesses.

#### Who Is the Company Behind Fortimize?

- **Seller:** [Fortimize](https://www.g2.com/sellers/fortimize)
- **Year Founded:** 2012
- **HQ Location:** Jackson, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=750e39e08209ac08ece303ec1c82b5010149bfdb5d9a3b60c069f3653f9cda0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffortimize&secure%5Burl_type%5D=linkedin_company_website)  
38 employees on LinkedIn®

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Below are the top-rated Salesforce Consulting Services with Sales Cloud capabilities, as verified by G2’s Research team. Real users have identified Sales Cloud as an important function of Salesforce Consulting Services. Compare different products that offer this feature so you can decide which is best for your business needs.

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