Consulting Services for Salesforce Sales Cloud

Salesforce Customer Success is a community of customers and employees committed to driving success for our customers and our customers' customers. From easy to use resources to embedded solution experts, organizations can elevate their AI capabilities and get the most value out of their Salesforce investment. Our comprehensive success portfolio includes: Success Plans - 3 levels of innovative tools, guidance, and support to help you achieve your ambitious goals: - Standard Success Plan: Self-guided resources included with all licenses. - Premier Success Plan: Personalized programs and expedited support. - Signature Success Plan: Proactive partnership and the fastest support. Professional Services: Trusted advisors to help accelerate your time to value with AI + Data + CRM.

Coastal® is the consultancy you can trust to turn Salesforce, Snowflake, data and AI into lasting business value—backed by a 5/5 customer rating. With thousands of happy customers, we bring clarity to your complexity and a track record you can count on. We start with what you want to achieve, not just what to build, then design and deliver what gets you there. Our approach helps you prioritize what matters most, build the right solutions, and keep them generating value over time. Coastal teams bring industry fluency and cross-cloud skills from day one, using AI and accelerators to shorten project timelines and reduce risk. We stay accountable after go-live, continuously evolving your platforms, data, and AI so value compounds. Backed by the global strength of Tata Consultancy Services (TCS), we operate with enterprise-grade rigor, access to thousands of certified resources, and a client-first mindset that’s widely recognized across the ecosystem. Don’t just take our word for it: ✔️ ISG’s top-ranked Salesforce and AI consultancy ✔️ 5/5 Salesforce AppExchange rating with more than 500 reviews ✔️ Three Salesforce Partner Innovation Awards www.coastal.us

Accenture is a global professional services company providing consulting and implementation services across strategy, technology, and operations. Accenture's practice spans management and strategy consulting, technology implementation and systems integration (including SAP, Microsoft, Salesforce, AWS, Google Cloud, Oracle, Workday, ServiceNow, and Adobe ecosystems), managed operations and business process services, data and AI consulting, cybersecurity, and cloud migration. Accenture Song focuses on customer experience and digital product design, while Accenture Industry X applies digital engineering to industrial and manufacturing operations. The firm serves clients across industries including financial services, healthcare, the public sector, retail, and communications, combining industry-specific expertise with large-scale delivery capability.

Candybox is a team of experts focused on helping simplify the complexities of CRM and your extensible technology platforms. We have years of experience in B2B Salesforce & offer deep operating expertise and wisdom to help you do RevOps the right way. - Extensive experience advising business to business companies from founder-led startups to the enterprise with a focus on technology verticals including, but not limited to traditional SaaS, eCommerce, martech, fintech and edtech. - Our priority is delivering the highest quality of experience advising tomorrow's RevOps needs today. We aspire to feel like a natural extension of your team that seamlessly adapts day to day as your business evolv - Candybox grows with you. Specialty expertise in org migrations and mergers and acquisitions (M&A) from varying CRM platforms. Repeated success with end to end reimplementations. Our Salesforce expertise spans products such as - Sales Cloud - Service Cloud - CPQ - Experience Cloud - Slack - AppExchange Development & Integrations We also regularly support and understand how to integrate with common tools such as - HubSpot - Chili Piper - Outreach - Clearbit - Gainsight - Ironclad - SurveyMonkey - Chargebee - Sage Intacct - Netsuite

Appirio, a Wipro Company, develops modern business applications for enterprise companies and delivers the tools they need to attract top talent, boost collaboration, and deliver exceptional customer experiences. Our experience-led strategy focuses on the four pillars of success: implementation success, user success, operational success, and financial success to close the value gap and to ensure customers realize the full value of their technology investments. Appirio, founded in 2006, is a global strategic partner of Salesforce and long-time Google partner who has helped over 3,000 enterprises adopt effective cloud-based solutions across industries, including Healthcare & Life Sciences, Banking, Higher Education, Manufacturing, and Retail. We are invested in building industry-focused accelerators that improve time to value and are repeatedly recognized as a key partner in innovation by Salesforce and among the best places to work across the globe.

Simplus is the #1-rated industry leader in Quote-to-Cash implementations, providing enterprise-wide digital transformation through advisory, implementation, organizational change management, and managed services. Guided by the mantra, “success simplified,” we use leading cloud solutions to help companies establish profitable growth, operational efficiency, and an integrated customer experience. We have successfully completed more than 4500 projects and are the highest-ranked partner on the Salesforce AppExchange, with 173 five-star reviews. With 1273 Salesforce certifications and a customer satisfaction rating in the top 1% of all Salesforce partners, Simplus helps companies improve, innovate, and grow.

We’re a GTM Ops shop that deploys senior GTM operators in your team to fix your data, integrate your tech, ship AI agents into production, and get leadership pipeline reporting they finally trust. We embed into the fastest-growing B2B tech and AI companies out there to help them add bandwidth and expertise to solve their biggest GTM ops problems. Some of our 100+ clients include Decagon, Notion, Coursera, Salesloft, Logitech, Scale AI, Livekit, and Bloomenergy. How we work: We deploy our team into yours on a monthly subscription basis based on different tiers of support. We then follow an extensively tested process to provide value and start shipping quickly: 1- Accelerated Roadmapping Process (1-3 weeks) - Rapid survey and 60-point inspection process - Document our findings and recommendations - Use an effort/impact framework to prioritize the most important work - Document and align on a roadmap to sequence quick wins and major workstreams 2- Fix your GTM data and foundation + ship tracking and data models for reporting - Fix your GTM foundation (tech implementations, enrichment, automation, integrations, sales stages) - Implement our exclusive Unified GTM Pipeline Model (running at 30+ B2B AI/tech companies) and ship custom attribution models, pipeline reporting, and account-based reporting - Build the reports/dashboards so everyone from ICs to leadership knows what's working 3- Build agents and skills - Ship AI agents on top of your clean data focused on the high cost / high value tasks dragging down your team - Deploy skills and agents to analyze your data to help with decision making 4- Monitor, continue to build, and optimize - Keep refreshing the roadmap with new workstreams and projects as your company evolves - Leverage our data to find bottlenecks and issues and build workstreams around them - Keep supporting your team with their day-to-day to help with capacity

Unlock the potential of your Salesforce investment with the 5-Star Summit Salesforce Partner, Access Global Group, a FormativGroup company. Our curated team of Salesforce experts will utilize a customer-centric approach to provide intuitive solutions for your organization. Consulting Services Include: Salesforce Implementation Services, Salesforce Optimization Services, Salesforce Integration Services, Salesforce Managed Services, Salesforce Cloud Services, Salesforce Staffing Services, Salesforce QuickStart Programs Awarded, Trusted & Proven to Deliver Salesforce Results - Average Salesforce Consultant Experience 10+ Years - 400+ Salesforce Certifications - 500+ Salesforce Integrations - 1700+ Salesforce Projects - 120+ Staff - 5-Star Salesforce Summit Consulting Partner

RSM is the leading professional organization in North America focused on the middle market. RSM is the fifth largest consulting, tax and audit firm in the world and provides a full range of services in North America and around the world. RSM is a leading Salesforce Platinum (Summit) partner with over 100 independent reviews on the Salesforce AppExchange and an average 4.9 CSAT rating. RSM drives success for our Clients through engagements including quote-to-cash digital transformations, customer experience self-service portals and chatbots, field-service-to-cash initiatives and mergers, acquisitions and carveouts. RSM has developed best practices and accelerators and has expertise not just in the Salesforce platform but nearly all of the systems that it interacts with, including ERP, CLM, Inventory, Billing, Revenue Recognition, Provisioning, IoT and more. The RSM Salesforce practice works across any number of the more than 20 industries that RSM has expertise in but has particularly strong experience in high-tech, software, nonprofits, associations, manufacturing, distribution, professional services, construction and more.

Spaulding Ridge is an award-winning cloud advisory and implementation firm, deploying Best-in-Cloud solutions on a global scale. They enable organizations to accelerate operational efficiency, drive digital transformation, and increase competitive advantage. Spaulding Ridge partners with digitally savvy companies to help: - Finance gain control: Increase top-line revenue, gross margins, and profits through better insight. Connect financial planning to strategy and automate financial close processes. - Sales increase productivity: Manage quota and territories more consistently and effectively, automate customer contracts and onboarding. - Operations drive efficiency: Improve supply chain agility, automate strategic sourcing and purchasing, and deliver superior customer service experiences.