Consulting Services for Salesforce Agentforce

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.

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SalesX is a premier Salesforce SI and ISV Partner based in Los Angeles. We are a team of passionate problem solvers, change makers, and imaginative designers. For too long, we’ve seen Salesforce become an expensive and bloated CRM for many businesses instead of a revenue multiplier. SalesX is helping leaders like you, across every industry, design creative and end-to-end solutions that scale.

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Saltbox Mgmt is a Salesforce consulting partner trusted by B2B brands to modernize commerce operations, optimize order management, and deliver seamless customer experiences. We implement and evolve Salesforce Commerce Cloud, Order Management, and Customer 360 with a focus on B2B complexity. Our support doesn’t stop at go-live. We offer flexible managed services that help your teams scale, maintain, and enhance your Salesforce investment over time. Whether you're launching a new storefront or optimizing post-purchase experiences, Saltbox Mgmt works alongside your team to deliver measurable results.

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Sercante, a Trilliad Company, is a Summit-level Salesforce consulting partner that helps businesses create seamless digital experiences that deliver radical impact. As the third-largest woman-owned Salesforce SI partner, the company has completed 1,500+ projects with a 4.9-star rating on the AppExchange. With 500+ certifications, Sercante specializes in multi-cloud solutions, automation, AI, data, analytics, and strategic consulting to align people, technology, and processes for growth. Serving industries from high-tech, finance, manufacturing, communications, retail, and healthcare to nonprofit and education, Sercante partners with marketing, sales, and revenue leaders to create real connections and frictionless experiences, that result in meaningful outcomes.

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#1 Ranked Salesforce Consulting Partner & Services We are a dedicated Salesforce CREST partner committed to empowering businesses by effectively leveraging Salesforce solutions. Businesses lack technical expertise to be able to implement, maintain, and optimize the Salesforce platform. We, at Simpliigence, help by breaking down business challenges into technical solutions, and help businesses not only implement, but also manage the Salesforce platform, swiftly and in cost-effective way. We make it easier for businesses to leverage the most innovative SaaS platform, i.e. Salesforce, to not only use it for CRM but also extend the platform for other business needs. We understand that businesses of different sizes and industries have different CRM challenges. Our certified Salesforce consultants solve business problems like increasing sales, improving TAT, conversion rates, and automation by recommending the right Salesforce solution, helping them implement and maintain it. Our Award Winning Leadership Team are Industry veteran, enabling Business Transformation on all scales. ✅ Our offered services: • Salesforce consulting • Salesforce implementation • Salesforce integration • Salesforce support • Salesforce migration • Salesforce maintenance • Salesforce CRM health check

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G2's highest-rated Salesforce firm and second-highest-rated HubSpot firm. From robotics and financial services to clean tech, healthcare, and beyond, clients count on the Skydog Way — a delivery model defined by bold proactivity and clear, measurable results.

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The only G2 Triple Grid Leader in Customer Success training—a recognition achieved by less than 4% of companies on the platform. We've trained 39,000+ CS professionals at 10,000+ companies to systematically capture the $23 billion in expansion revenue that most SaaS companies leave on the table. The Problem We Solve While 70-80% of SaaS revenue happens post-sale, most CS teams receive product training instead of formal Customer Success and Revenue training. The result? Companies stuck at 102-104% Net Revenue Retention while leaders achieve 118-120% through systematic expansion methodologies. Our Approach We transform CS teams from cost centers into revenue engines through: • Revenue-focused methodologies designed specifically for CS professionals • Industry-recognized CCSM certification leading to career advancement for 85% of graduates • Practitioner-built frameworks created by CS leaders who've actually driven expansion revenue • Day-one implementation tools that deliver immediate ROI Why We're Different Unlike generic CS training, we teach CS professionals how to systematically identify and capture expansion opportunities while maintaining trusted advisor status. Our methodology bridges the gap between customer advocacy and revenue responsibility. Proven Results • 2,000+ companies transformed from "land and stand" to "land and expand" • 39,000+ CS professionals equipped with expansion revenue skills • G2 Triple Grid Leader status across three categories • Training Provider for the University of San Francisco's Customer Success Certificate Program • Accredited to issue CPD/Continuing Education Hours • Used by industry leaders including Apple, HP, VMware, RedHat and Procore Bottom Line Your customer base contains millions in uncaptured expansion revenue. We teach your CS teams how to systematically capture it without compromising customer relationships.

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Summit is a Columbus, Ohio based Salesforce Consulting Partner consisting of a talented and creative team of Salesforce certified Consultants, Developers, Analysts and Project Managers. We specialize in building innovative solutions for our clients within the Salesforce family of products including Sales Cloud, Service Cloud, Marketing Cloud, CPQ/Revenue Cloud, Experience Cloud, Nonprofit Cloud, Education Cloud, Marketing Cloud Account Management (formerly Pardot) and Field Service Lightning. Summit Technologies' strategic services solutions bring custom Salesforce technology to work for your business.

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Syncorum Technologies is a registered Salesforce consultancy that provides end-to-end solutions to enhance business processes using Salesforce. We specialize in CRM implementation, custom app development, system audits, data migration, and seamless integrations. Our expertise lies in tailoring Salesforce to meet the unique needs of businesses across industries like healthcare, finance, and e-commerce. By focusing on delivering measurable results, Syncorum empowers organizations to maximize their Salesforce investment and achieve operational excellence.

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We are builders, makers, and doers with the technical skills and domain expertise to transform your business at scale and speed without disruption. Our unique Engineering First approach blends deep industry expertise and empowered, agile teams, to create holistic solutions that seamlessly move the business forward. We help clients engage with new technology paradigms to creatively build solutions that drive them to the forefront of their industries.

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