[
Agentfo... Reviews
](https://www.g2.com/products/agentforce-energy-and-utilities-formerly-salesforce-energy-and-utilities-cloud/reviews)

[
Agentfo... Reviews
](https://www.g2.com/products/agentforce-energy-and-utilities-formerly-salesforce-energy-and-utilities-cloud/reviews)

# Consulting Services for Agentforce Energy and Utilities (formerly Salesforce Energy and Utilities Cloud)

Below is a list of service providers who specialize in implementing and optimizing Agentforce Energy and Utilities (formerly Salesforce Energy and Utilities Cloud). These service providers have expertise and experience helping businesses implement, integrate and customize Agentforce Energy and Utilities (formerly Salesforce Energy and Utilities Cloud).

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English
 
(31)

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Spanish
 
(11)

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French
 
(6)

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German
 
(4)

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Hindi
 
(4)

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(3)

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(2)

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(2)

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(2)

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Japanese
 
(2)

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Korean
 
(1)

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Marathi
 
(1)

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(1)

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(1)

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Hebrew
 
(1)

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Gujarati
 
(1)

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Finnish
 
(1)

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Tamil
 
(1)

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Telugu
 
(1)

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Tagalog
 
(1)

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Persian
 
(1)

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Urdu
 
(1)

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(1)

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(1)

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Chinese (Traditional)
 
(1)

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Locations Serviced

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United States
 
(9)

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Canada
 
(5)

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United Kingdom
 
(3)

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Argentina
 
(2)

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Germany
 
(2)

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Georgia
 
(1)

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Poland
 
(1)

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Ukraine
 
(1)

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Spain
 
(1)

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Colombia
 
(1)

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United Arab Emirates
 
(1)

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India
 
(1)

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Montenegro
 
(1)

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Pakistan
 
(1)

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France
 
(1)

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Latvia
 
(1)

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Mexico
 
(1)

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Bulgaria
 
(1)

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Iceland
 
(1)

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Industry Expertise

  - 

Travel, Transportation, and Hospitality
 
(55)

  - 

Salesforce.org Sectors
 
(197)

  - 

Retail
 
(85)

  - 

Public Sector
 
(43)

  - 

Professional Services
 
(110)

  - 

Media & Entertainment
 
(59)

  - 

Manufacturing
 
(132)

  - 

High Tech
 
(190)

  - 

Healthcare & Life Sciences
 
(148)

  - 

Financial Services
 
(167)

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 Engineering, Construction, & Real Estate
 
(73)

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Energy
 
(43)

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Education (for profit)
 
(43)

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Consumer Goods
 
(73)

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Communications
 
(46)

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Automotive
 
(37)

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Agriculture & Mining
 
(7)

No filters applied

- 
Language

  - 

English
 
(31)

  - 

Spanish
 
(11)

  - 

French
 
(6)

  - 

German
 
(4)

  - 

Hindi
 
(4)

  - 

Portuguese
 
(3)

  - 

Turkish
 
(2)

  - 

Russian
 
(2)

  - 

Dutch
 
(2)

  - 

Japanese
 
(2)

  - 

Korean
 
(1)

  - 

Marathi
 
(1)

  - 

Italian
 
(1)

  - 

Punjabi
 
(1)

  - 

Hebrew
 
(1)

  - 

Gujarati
 
(1)

  - 

Finnish
 
(1)

  - 

Tamil
 
(1)

  - 

Telugu
 
(1)

  - 

Tagalog
 
(1)

  - 

Persian
 
(1)

  - 

Urdu
 
(1)

  - 

Vietnamese
 
(1)

  - 

Chinese (Simplified)
 
(1)

  - 

Chinese (Traditional)
 
(1)

- 
Locations Serviced

  - 

United States
 
(9)

  - 

Canada
 
(5)

  - 

United Kingdom
 
(3)

  - 

Argentina
 
(2)

  - 

Germany
 
(2)

  - 

Georgia
 
(1)

  - 

Poland
 
(1)

  - 

Ukraine
 
(1)

  - 

Spain
 
(1)

  - 

Colombia
 
(1)

  - 

United Arab Emirates
 
(1)

  - 

India
 
(1)

  - 

Montenegro
 
(1)

  - 

Pakistan
 
(1)

  - 

France
 
(1)

  - 

Latvia
 
(1)

  - 

Mexico
 
(1)

  - 

Bulgaria
 
(1)

  - 

Iceland
 
(1)

- 
Industry Expertise

  - 

Travel, Transportation, and Hospitality
 
(55)

  - 

Salesforce.org Sectors
 
(197)

  - 

Retail
 
(85)

  - 

Public Sector
 
(43)

  - 

Professional Services
 
(110)

  - 

Media & Entertainment
 
(59)

  - 

Manufacturing
 
(132)

  - 

High Tech
 
(190)

  - 

Healthcare & Life Sciences
 
(148)

  - 

Financial Services
 
(167)

  - 

 Engineering, Construction, & Real Estate
 
(73)

  - 

Energy
 
(43)

  - 

Education (for profit)
 
(43)

  - 

Consumer Goods
 
(73)

  - 

Communications
 
(46)

  - 

Automotive
 
(37)

  - 

Agriculture & Mining
 
(7)

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 Russian

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 Tamil

 Telugu

 Tagalog

 Persian

 Urdu

 Vietnamese

 Chinese (Simplified)

 Chinese (Traditional)

Locations Serviced

 United States

 Canada

 United Kingdom

 Argentina

 Germany

 Georgia

 Poland

 Ukraine

 Spain

 Colombia

 United Arab Emirates

 India

 Montenegro

 Pakistan

 France

 Latvia

 Mexico

 Bulgaria

 Iceland

Industry Expertise

 Travel, Transportation, and Hospitality

 Salesforce.org Sectors

 Retail

 Public Sector

 Professional Services

 Media & Entertainment

 Manufacturing

 High Tech

 Healthcare & Life Sciences

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 Engineering, Construction, & Real Estate

 Energy

 Education (for profit)

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80 Listings for Consulting Services for Agentforce Energy and Utilities (formerly Salesforce Energy and Utilities Cloud)

[![Salesforce Customer Success](data:image/svg+xml;base64,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 "Salesforce Customer Success")](https://www.g2.com/products/salesforce-customer-success/reviews)

Service Provider

[
Salesforce Customer Success
](https://www.g2.com/products/salesforce-customer-success/reviews)[

(387)4.4 out of 5
](https://www.g2.com/products/salesforce-customer-success/reviews#reviews "Read Salesforce Customer Success Reviews")

Provider Description

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.

6/3/2026

YJ

Yogesh J.Enterprise (\> 1000 emp.)

5.0 out of 5

"Sales enablement and better customer service"

Customer success program has helped to maintain the overall health of instances healthy 

[Read Salesforce Customer Success Reviews](https://www.g2.com/products/salesforce-customer-success/reviews/salesforce-customer-success-review-10264018)

6/3/2026

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified UserSmall-Business (50 or fewer emp.)

3.0 out of 5

"Product has fallen behind while leadership is distracted by AI"

The speed of the product remains good, unlike some other solutions I've worked with. I don't have to wait for it to catch up to me.

[Read Salesforce Customer Success Reviews](https://www.g2.com/products/salesforce-customer-success/reviews/salesforce-customer-success-review-9100613)

6/3/2026

YJ

Yogesh J.Enterprise (\> 1000 emp.)

5.0 out of 5

"Sales enablement and better customer service"

Customer success program has helped to maintain the overall health of instances healthy 

[Read Salesforce Customer Success Reviews](https://www.g2.com/products/salesforce-customer-success/reviews/salesforce-customer-success-review-10264018)

6/3/2026

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified UserSmall-Business (50 or fewer emp.)

3.0 out of 5

"Product has fallen behind while leadership is distracted by AI"

The speed of the product remains good, unlike some other solutions I've worked with. I don't have to wait for it to catch up to me.

[Read Salesforce Customer Success Reviews](https://www.g2.com/products/salesforce-customer-success/reviews/salesforce-customer-success-review-9100613)

Industries ServicedFinancial Services, Information Technology and Services

Provider Works With18% Mid-Market, 11% Small-Business, 11% Enterprise

Services OfferedProfessional Services

[![Coastal](data:image/svg+xml;base64,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 "Coastal")](https://www.g2.com/products/coastal/reviews)

Service Provider

[
Coastal
](https://www.g2.com/products/coastal/reviews)[

(183)5.0 out of 5
](https://www.g2.com/products/coastal/reviews#reviews "Read Coastal Reviews")

Provider Description

Coastal makes you successful using Salesforce, Snowflake, and AI—all backed by a #1 customer ranking. With 1,700+ clients across industries and more than 3,000 certifications, we help organizations do more with their technology and data to power real business results. By combining a modern data foundation with the world’s #1 CRM, we create one system where clean, governed data powers real-time workflows, intelligent automation, and measurable business impact. Making that possible takes the right team and the right tools. Coastal’s leaders—former Salesforce executives, enterprise IT veterans, and industry experts—work alongside our certified specialists to deliver work that matters, using automation-first frameworks for faster results with less risk. That’s how we simplify the complex and bring the clarity, speed, and value you need to reach your goals with confidence. From strategy and implementation to managed services, we’re the consultancy you’ll love working with. Why Coastal? ✔️ 5/5 Stars on Salesforce AppExchange with over 500 reviews ✔️ 4x Leader in ISG Provider Lens™️ ✔️ Experts in AI, Data Cloud, multi-cloud Salesforce solutions, Snowflake www.coastal.us

12/8/2025

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
C

Verified UserEnterprise (\> 1000 emp.)

4.0 out of 5

"Coastal Partnership"

They distinguish themselves through their ability to rapidly scale operations with top-tier resources. Their agility in mobilizing high-quality tea...

[Read Coastal Reviews](https://www.g2.com/products/coastal/reviews/coastal-review-12058943)

9/25/2025

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
P

Verified UserEnterprise (\> 1000 emp.)

5.0 out of 5

"Responsive and easy to work with"

They are easy to work with and very responsive. The follow-up to meetings and requests are quick as well. The account team of Amanda, Emma, Jake an...

[Read Coastal Reviews](https://www.g2.com/products/coastal/reviews/coastal-review-9519406)

12/8/2025

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
C

Verified UserEnterprise (\> 1000 emp.)

4.0 out of 5

"Coastal Partnership"

They distinguish themselves through their ability to rapidly scale operations with top-tier resources. Their agility in mobilizing high-quality tea...

[Read Coastal Reviews](https://www.g2.com/products/coastal/reviews/coastal-review-12058943)

9/25/2025

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
P

Verified UserEnterprise (\> 1000 emp.)

5.0 out of 5

"Responsive and easy to work with"

They are easy to work with and very responsive. The follow-up to meetings and requests are quick as well. The account team of Amanda, Emma, Jake an...

[Read Coastal Reviews](https://www.g2.com/products/coastal/reviews/coastal-review-9519406)

Industries ServicedNon-Profit Organization Management, Hospital & Health Care

Provider Works With49% Mid-Market, 32% Small-Business, 19% Enterprise

Services OfferedSalesforce, Snowflake

Salesforce Verified DataCertifications: 2,188, Certified Experts: 618, Projects Completed: 1,021

[![Accenture](data:image/svg+xml;base64,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 "Accenture")](https://www.g2.com/products/accenture/reviews)

Service Provider

[
Accenture
](https://www.g2.com/products/accenture/reviews)[

(107)4.2 out of 5
](https://www.g2.com/products/accenture/reviews#reviews "Read Accenture Reviews")

Provider Description

Consulting and Implementation Practice.

5/7/2026

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified UserEnterprise (\> 1000 emp.)

4.5 out of 5

"Great Communication and On-Time Delivery Throughout the Project"

Meeting project deadline and having good communication with each steps to follow

[Read Accenture Reviews](https://www.g2.com/products/accenture/reviews/accenture-review-7439741)

4/30/2026

 ![Mary Christine T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Christine T.")
MT

Mary Christine T.Enterprise (\> 1000 emp.)

5.0 out of 5

"Great Technology for Monitoring Privacy and Security Concerns"

It gives our company an extra boost with very minimal work on our end, and it’s been working well for us.

[Read Accenture Reviews](https://www.g2.com/products/accenture/reviews/accenture-review-12720451)

5/7/2026

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified UserEnterprise (\> 1000 emp.)

4.5 out of 5

"Great Communication and On-Time Delivery Throughout the Project"

Meeting project deadline and having good communication with each steps to follow

[Read Accenture Reviews](https://www.g2.com/products/accenture/reviews/accenture-review-7439741)

4/30/2026

 ![Mary Christine T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Christine T.")
MT

Mary Christine T.Enterprise (\> 1000 emp.)

5.0 out of 5

"Great Technology for Monitoring Privacy and Security Concerns"

It gives our company an extra boost with very minimal work on our end, and it’s been working well for us.

[Read Accenture Reviews](https://www.g2.com/products/accenture/reviews/accenture-review-12720451)

Industries ServicedInformation Technology and Services, Computer Software

Provider Works With90% Enterprise, 59% Mid-Market, 47% Small-Business

Services OfferedNo information available

Salesforce Verified DataCertifications: 75,330, Certified Experts: 23,617, Projects Completed: 1,535

[![Wipro Salesforce Practice](data:image/svg+xml;base64,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 "Wipro Salesforce Practice")](https://www.g2.com/products/wipro-salesforce-practice/reviews)

Service Provider

[
Wipro Salesforce Practice
](https://www.g2.com/products/wipro-salesforce-practice/reviews)[

(24)4.2 out of 5
](https://www.g2.com/products/wipro-salesforce-practice/reviews#reviews "Read Wipro Salesforce Practice Reviews")

Provider Description

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.

1/11/2024

 ![Naresh K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Naresh K.")
NK

Naresh K.Mid-Market (51-1000 emp.)

4.0 out of 5

"Great consulting firm with great support."

I appreciate Wipro Salesforce Practice for their extensive experience in the market. Their knowledgeable teams make the implementation process a br...

[Read Wipro Salesforce Practice Reviews](https://www.g2.com/products/wipro-salesforce-practice/reviews/wipro-salesforce-practice-review-9104718)

10/18/2023

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified UserMid-Market (51-1000 emp.)

4.5 out of 5

"Great solution with all ticks in the box"

They have a long experience in this market. It's simple to deploy and great integrations. They are good from the deployment perspective.

[Read Wipro Salesforce Practice Reviews](https://www.g2.com/products/wipro-salesforce-practice/reviews/wipro-salesforce-practice-review-8738341)

1/11/2024

 ![Naresh K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Naresh K.")
NK

Naresh K.Mid-Market (51-1000 emp.)

4.0 out of 5

"Great consulting firm with great support."

I appreciate Wipro Salesforce Practice for their extensive experience in the market. Their knowledgeable teams make the implementation process a br...

[Read Wipro Salesforce Practice Reviews](https://www.g2.com/products/wipro-salesforce-practice/reviews/wipro-salesforce-practice-review-9104718)

10/18/2023

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified UserMid-Market (51-1000 emp.)

4.5 out of 5

"Great solution with all ticks in the box"

They have a long experience in this market. It's simple to deploy and great integrations. They are good from the deployment perspective.

[Read Wipro Salesforce Practice Reviews](https://www.g2.com/products/wipro-salesforce-practice/reviews/wipro-salesforce-practice-review-8738341)

Industries ServicedComputer Software

Provider Works With121% Enterprise, 75% Mid-Market, 50% Small-Business

Services OfferedNo information available

[![IBM Consulting](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMDAgMjAwIj48Y2lyY2xlIGZpbGw9IiMyNjkwQ0UiIHN0cm9rZT0iIzI2OTBDRSIgc3Ryb2tlLXdpZHRoPSIxNSIgcj0iMTUiIGN4PSI0MCIgY3k9IjEwMCI+PGFuaW1hdGUgYXR0cmlidXRlTmFtZT0ib3BhY2l0eSIgY2FsY01vZGU9InNwbGluZSIgZHVyPSIyIiB2YWx1ZXM9IjE7MDsxOyIga2V5U3BsaW5lcz0iLjUgMCAuNSAxOy41IDAgLjUgMSIgcmVwZWF0Q291bnQ9ImluZGVmaW5pdGUiIGJlZ2luPSItLjQiLz48L2NpcmNsZT48Y2lyY2xlIGZpbGw9IiMyNjkwQ0UiIHN0cm9rZT0iIzI2OTBDRSIgc3Ryb2tlLXdpZHRoPSIxNSIgcj0iMTUiIGN4PSIxMDAiIGN5PSIxMDAiPjxhbmltYXRlIGF0dHJpYnV0ZU5hbWU9Im9wYWNpdHkiIGNhbGNNb2RlPSJzcGxpbmUiIGR1cj0iMiIgdmFsdWVzPSIxOzA7MTsiIGtleVNwbGluZXM9Ii41IDAgLjUgMTsuNSAwIC41IDEiIHJlcGVhdENvdW50PSJpbmRlZmluaXRlIiBiZWdpbj0iLS4yIi8+PC9jaXJjbGU+PGNpcmNsZSBmaWxsPSIjMjY5MENGIiBzdHJva2U9IiMyNjkwQ0UiIHN0cm9rZS13aWR0aD0iMTUiIHI9IjE1IiBjeD0iMTYwIiBjeT0iMTAwIj48YW5pbWF0ZSBhdHRyaWJ1dGVOYW1lPSJvcGFjaXR5IiBjYWxjTW9kZT0ic3BsaW5lIiBkdXI9IjIiIHZhbHVlcz0iMTswOzE7IiBrZXlTcGxpbmVzPSIuNSAwIC41IDE7LjUgMCAuNSAxIiByZXBlYXRDb3VudD0iaW5kZWZpbml0ZSIgYmVnaW49IjAiLz48L2NpcmNsZT48L3N2Zz4= "IBM Consulting")](https://www.g2.com/products/ibm-consulting/reviews)

Service Provider

[
IBM Consulting
](https://www.g2.com/products/ibm-consulting/reviews)[

(63)4.0 out of 5
](https://www.g2.com/products/ibm-consulting/reviews#reviews "Read IBM Consulting Reviews")

Provider Description

Consulting and Implementation Practice.

8/14/2025

RT

Rajiv T.Enterprise (\> 1000 emp.)

4.5 out of 5

"IBM Consulting"

IBM Consulting is a very organized team 24/7 availability of team Lower cost for the project

[Read IBM Consulting Reviews](https://www.g2.com/products/ibm-consulting/reviews/ibm-consulting-review-7879008)

1/20/2025

 ![Ali R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ali R.")
AR

Ali R.Small-Business (50 or fewer emp.)

4.5 out of 5

"Provides best and efficient strategies and management consulting"

It helps to tackle different issues that can happen to anyone in business.

[Read IBM Consulting Reviews](https://www.g2.com/products/ibm-consulting/reviews/ibm-consulting-review-10748876)

8/14/2025

RT

Rajiv T.Enterprise (\> 1000 emp.)

4.5 out of 5

"IBM Consulting"

IBM Consulting is a very organized team 24/7 availability of team Lower cost for the project

[Read IBM Consulting Reviews](https://www.g2.com/products/ibm-consulting/reviews/ibm-consulting-review-7879008)

1/20/2025

 ![Ali R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ali R.")
AR

Ali R.Small-Business (50 or fewer emp.)

4.5 out of 5

"Provides best and efficient strategies and management consulting"

It helps to tackle different issues that can happen to anyone in business.

[Read IBM Consulting Reviews](https://www.g2.com/products/ibm-consulting/reviews/ibm-consulting-review-10748876)

Industries ServicedComputer Software, Information Technology and Services

Provider Works With75% Enterprise, 63% Mid-Market, 37% Small-Business

Services OfferedNo information available

[![Access Global Group](data:image/svg+xml;base64,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 "Access Global Group")](https://www.g2.com/products/access-global-group/reviews)

Service Provider

[
Access Global Group
](https://www.g2.com/products/access-global-group/reviews)[

(89)5.0 out of 5
](https://www.g2.com/products/access-global-group/reviews#reviews "Read Access Global Group Reviews")

Provider Description

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

10/8/2025

 ![Bryan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bryan M.")
BM

Bryan M.Mid-Market (51-1000 emp.)

5.0 out of 5

"More than a consultant... a true partner"

Working with the team at AGG has been a great experience. They always pick up the phone whenever I call, which I really appreciate.

[Read Access Global Group Reviews](https://www.g2.com/products/access-global-group/reviews/access-global-group-review-11784740)

9/12/2022

 ![Sabitha G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sabitha G.")
SG

Sabitha G.Mid-Market (51-1000 emp.)

4.0 out of 5

"Best suited for Salesforce work"

Services provided are top-notch and always reliable in times of help required

[Read Access Global Group Reviews](https://www.g2.com/products/access-global-group/reviews/access-global-group-review-7094259)

10/8/2025

 ![Bryan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bryan M.")
BM

Bryan M.Mid-Market (51-1000 emp.)

5.0 out of 5

"More than a consultant... a true partner"

Working with the team at AGG has been a great experience. They always pick up the phone whenever I call, which I really appreciate.

[Read Access Global Group Reviews](https://www.g2.com/products/access-global-group/reviews/access-global-group-review-11784740)

9/12/2022

 ![Sabitha G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sabitha G.")
SG

Sabitha G.Mid-Market (51-1000 emp.)

4.0 out of 5

"Best suited for Salesforce work"

Services provided are top-notch and always reliable in times of help required

[Read Access Global Group Reviews](https://www.g2.com/products/access-global-group/reviews/access-global-group-review-7094259)

Industries ServicedInformation Technology and Services, Computer Software

Provider Works With44% Mid-Market, 44% Enterprise, 12% Small-Business

Services OfferedSalesforce Implementation, Salesforce Optimization , Salesforce Integration

Salesforce Verified DataCertifications: 386, Certified Experts: 84, Projects Completed: 176

[![CloudMasonry](data:image/svg+xml;base64,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 "CloudMasonry")](https://www.g2.com/products/cloudmasonry/reviews)

Service Provider

[
CloudMasonry
](https://www.g2.com/products/cloudmasonry/reviews)[

(14)4.9 out of 5
](https://www.g2.com/products/cloudmasonry/reviews#reviews "Read CloudMasonry Reviews")

Provider Description

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

1/23/2025

 ![Sidd M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sidd M.")
SM

Sidd M.Enterprise (\> 1000 emp.)

5.0 out of 5

"Highly efficient and personable team"

Always available to help with project solutions. Will always be direct and honest about associated risks and will never sugar coat anything. Will p...

[Read CloudMasonry Reviews](https://www.g2.com/products/cloudmasonry/reviews/cloudmasonry-review-10758687)

1/10/2025

 ![Shannon W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannon W.")
SW

Shannon W.Enterprise (\> 1000 emp.)

5.0 out of 5

"Knowledgeable and easy to work with"

My colleague and I really enjoyed working with Ishan and Gary. They were both responsive to emails, met with us on a regular basis to provide proje...

[Read CloudMasonry Reviews](https://www.g2.com/products/cloudmasonry/reviews/cloudmasonry-review-10724470)

1/23/2025

 ![Sidd M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sidd M.")
SM

Sidd M.Enterprise (\> 1000 emp.)

5.0 out of 5

"Highly efficient and personable team"

Always available to help with project solutions. Will always be direct and honest about associated risks and will never sugar coat anything. Will p...

[Read CloudMasonry Reviews](https://www.g2.com/products/cloudmasonry/reviews/cloudmasonry-review-10758687)

1/10/2025

 ![Shannon W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannon W.")
SW

Shannon W.Enterprise (\> 1000 emp.)

5.0 out of 5

"Knowledgeable and easy to work with"

My colleague and I really enjoyed working with Ishan and Gary. They were both responsive to emails, met with us on a regular basis to provide proje...

[Read CloudMasonry Reviews](https://www.g2.com/products/cloudmasonry/reviews/cloudmasonry-review-10724470)

Industries ServicedNo information available

Provider Works With43% Mid-Market, 14% Enterprise, 14% Small-Business

Services OfferedSalesforce Consulting, Salesforce CPQ Consulting, Marketing Automation

Salesforce Verified DataCertifications: 194, Certified Experts: 39, Projects Completed: 22

[![Cloudsquare](data:image/svg+xml;base64,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 "Cloudsquare")](https://www.g2.com/products/cloudsquare/reviews)

Service Provider

[
Cloudsquare
](https://www.g2.com/products/cloudsquare/reviews)[

(10)4.7 out of 5
](https://www.g2.com/products/cloudsquare/reviews#reviews "Read Cloudsquare Reviews")

Provider Description

Cloudsquare is the most robust end-to-end lending platform, powered by Salesforce. The loan origination software and loan servicing software is designed to help lenders and brokers automate, streamline, and scale their lending operations. It provides a comprehensive suite of modules that manage the entire lending lifecycle, from application to repayment, while offering unmatched flexibility, automation, and integration capabilities. Cloudsquare serves a variety of lending verticals, including equipment financing, merchant cash advances, term loans, and more. The platform is ideal for organizations seeking to eliminate inefficiencies, improve borrower and partner experiences, and drive smarter decisions with real-time insights. Built on Salesforce, Cloudsquare ensures security, scalability, and customization to adapt to any business need. As a completely customizable platform, Cloudsquare enables users to automate workflows, simplify processes, and integrate seamlessly with third-party systems and APIs. Loan Origination Software \* Automates application intake, credit decisioning, and document management. \* Offers customizable workflows to streamline approvals and enhance borrower onboarding. \* Dynamic assignment rules optimize deal distribution across teams. Loan Servicing Software \* Tracks repayments, disbursements, and balances with ease. \* Provides real-time visibility into borrower accounts for better decision-making. \* Offers robust reporting and analytics to manage risk and monitor portfolio performance. Flexible Automation \* Customizable settings allow users to tailor the system to their unique requirements. \* Automates repetitive tasks, reducing errors and improving operational efficiency. \* Supports ACH processing and dynamic disbursements to simplify payments. Real-Time Analytics and Insights \* Advanced reporting tools provide actionable data for risk management and business optimization. \* Dashboards offer a holistic view of lending operations, helping users track key metrics. Seamless Integration \* Easily connects with third-party apps and APIs for enhanced functionality. \* Integrates with existing tools to provide a unified, end-to-end lending solution. \* Supports syndication and accounting features to manage complex financial processes. Benefits of Cloudsquare 1. Improved Efficiency with Prebuilt Lending Workflows: Automates manual workflows, saving time and reducing errors. 2. Enhanced Borrower Experience: Delivers seamless, transparent processes from application to repayment. 3. Data-Driven Decisions: Offers real-time insights and analytics to optimize lending strategies. 4. Regulatory Compliance: Ensures adherence to industry standards with advanced risk and compliance tools. 5. Scalability: Grows with your business through customizable settings and a robust Salesforce foundation. Cloudsquare eliminates inefficiencies, accelerates growth, and enables businesses to deliver unparalleled borrower and partner experiences. By combining automation, customization, and integration, it stands out as a definitive solution for lending and brokering success. Whether you’re a small broker or an enterprise lender, Cloudsquare’s loan origination software and loan servicing software empower you to optimize your operations and achieve your growth goals.

1/27/2023

JM

John M.Small-Business (50 or fewer emp.)

5.0 out of 5

"Our Company has been rebuilt for success"

I love their personal touch to every project. Nothing feels generic or cookie-cutter. The team pays attention to the needs and details

[Read Cloudsquare Reviews](https://www.g2.com/products/cloudsquare/reviews/cloudsquare-review-7644607)

8/24/2022

LK

Lisa K.Mid-Market (51-1000 emp.)

5.0 out of 5

"True Collaborative Partnership!"

Cloudsquare's business acumen is spot on making the planning process easier and the turnaround time faster than expected. What we were trying to a...

[Read Cloudsquare Reviews](https://www.g2.com/products/cloudsquare/reviews/cloudsquare-review-7029089)

1/27/2023

JM

John M.Small-Business (50 or fewer emp.)

5.0 out of 5

"Our Company has been rebuilt for success"

I love their personal touch to every project. Nothing feels generic or cookie-cutter. The team pays attention to the needs and details

[Read Cloudsquare Reviews](https://www.g2.com/products/cloudsquare/reviews/cloudsquare-review-7644607)

8/24/2022

LK

Lisa K.Mid-Market (51-1000 emp.)

5.0 out of 5

"True Collaborative Partnership!"

Cloudsquare's business acumen is spot on making the planning process easier and the turnaround time faster than expected. What we were trying to a...

[Read Cloudsquare Reviews](https://www.g2.com/products/cloudsquare/reviews/cloudsquare-review-7029089)

Industries ServicedNo information available

Provider Works With60% Mid-Market, 40% Small-Business

Services OfferedLoan Origination Software, Loan Servicing Software, Loan Management System

Salesforce Verified DataCertifications: 91, Certified Experts: 23, Projects Completed: 166

[![Ad Victoriam Solutions](data:image/svg+xml;base64,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 "Ad Victoriam Solutions")](https://www.g2.com/products/ad-victoriam-solutions/reviews)

Service Provider

[
Ad Victoriam Solutions
](https://www.g2.com/products/ad-victoriam-solutions/reviews)[

(14)5.0 out of 5
](https://www.g2.com/products/ad-victoriam-solutions/reviews#reviews "Read Ad Victoriam Solutions Reviews")

Provider Description

Ad Victoriam is a Salesforce Platinum Partner and MuleSoft Partner who provides mission-critical, consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community.

8/8/2023

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
O

Verified UserMid-Market (51-1000 emp.)

5.0 out of 5

"Get the most out of Sales force"

Thier support and attention to detail with every project.

[Read Ad Victoriam Solutions Reviews](https://www.g2.com/products/ad-victoriam-solutions/reviews/ad-victoriam-solutions-review-8426574)

6/9/2022

 ![Audrey K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Audrey K.")
AK

Audrey K.Mid-Market (51-1000 emp.)

5.0 out of 5

"Excellent Consultants with Collaborative Work Style!"

I was working for a really cool fintech company for the last few years which hired Ad Victoriam to implement Mulesoft and complete additional devel...

[Read Ad Victoriam Solutions Reviews](https://www.g2.com/products/ad-victoriam-solutions/reviews/ad-victoriam-solutions-review-4511704)

8/8/2023

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
O

Verified UserMid-Market (51-1000 emp.)

5.0 out of 5

"Get the most out of Sales force"

Thier support and attention to detail with every project.

[Read Ad Victoriam Solutions Reviews](https://www.g2.com/products/ad-victoriam-solutions/reviews/ad-victoriam-solutions-review-8426574)

6/9/2022

 ![Audrey K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Audrey K.")
AK

Audrey K.Mid-Market (51-1000 emp.)

5.0 out of 5

"Excellent Consultants with Collaborative Work Style!"

I was working for a really cool fintech company for the last few years which hired Ad Victoriam to implement Mulesoft and complete additional devel...

[Read Ad Victoriam Solutions Reviews](https://www.g2.com/products/ad-victoriam-solutions/reviews/ad-victoriam-solutions-review-4511704)

Industries ServicedNo information available

Provider Works With43% Small-Business, 36% Mid-Market, 14% Enterprise

Services OfferedNo information available

[![Operatus](data:image/svg+xml;base64,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 "Operatus")](https://www.g2.com/products/operatus/reviews)

Service Provider

[
Operatus
](https://www.g2.com/products/operatus/reviews)[

(29)4.7 out of 5
](https://www.g2.com/products/operatus/reviews#reviews "Read Operatus Reviews")

Provider Description

Operatus' mission is to empower companies by building scalable, data-driven RevOps solutions that drive visibility, efficiency, and growth. We are the RevOps partner for our clients at every stage of their growth journey—laying strong foundations, optimizing systems, and providing strategic guidance—ensuring that each organization is equipped to achieve its full revenue potential.

10/30/2025

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
P

Verified UserEnterprise (\> 1000 emp.)

4.5 out of 5

"Outstanding Support and Attitude, Wish They Were In-House Full-Time"

Responsiveness, friendly nature, a true "we've got this" attitude

[Read Operatus Reviews](https://www.g2.com/products/operatus/reviews/operatus-review-11879160)

1/15/2025

JB

Jeremy B.

4.0 out of 5

"Key support for RevOps"

Operatus has a resource pool to pull from if you need specific assistance for your project. For example, we needed to deploy CPQ and they had a CPQ...

[Read Operatus Reviews](https://www.g2.com/products/operatus/reviews/operatus-review-10597885)

10/30/2025

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
P

Verified UserEnterprise (\> 1000 emp.)

4.5 out of 5

"Outstanding Support and Attitude, Wish They Were In-House Full-Time"

Responsiveness, friendly nature, a true "we've got this" attitude

[Read Operatus Reviews](https://www.g2.com/products/operatus/reviews/operatus-review-11879160)

1/15/2025

JB

Jeremy B.

4.0 out of 5

"Key support for RevOps"

Operatus has a resource pool to pull from if you need specific assistance for your project. For example, we needed to deploy CPQ and they had a CPQ...

[Read Operatus Reviews](https://www.g2.com/products/operatus/reviews/operatus-review-10597885)

Industries ServicedComputer Software

Provider Works With66% Mid-Market, 14% Enterprise, 7% Small-Business

Services OfferedRevOps Strategy, Salesforce Consulting, Hubspot Consulting

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