Consulting Services for Salesforce Partner Cloud

Salesforce Customer Success is a community of customers, partners, 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. Partner (Apps and Experts): Over 200,000 credentialed experts and over 5,000 apps on AppExchange to help you scale and grow.

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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

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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.

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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

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Consulting and Implementation Practice.

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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.

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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.

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Consulting and Implementation Practice.

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SP Tech is a Salesforce Success Partner that has been helping businesses develop and sustainable digital ecosystems since 2015. Our services range from managing our customers to understanding and leveraging your data to deliver disruptive and exponential growth to your businesses. SP Tech has its presence in The US and India. Our incredibly tech savvy and progressive workforce strives round the clock to ensure that YOU, our customers, are always satisfied and empowered with our World Class Salesforce Practices. Our data driven and innovative approaches aided with our sharp Salesforce acumen makes us Your Best Bet To Win At Salesforce.

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Most companies are building their GTM on a broken foundation. You can't scale when your team is operating in chaos, your AI tools are breaking due to messy data, and executives don't trust your reports. CS2 fixes this. For 10 years, we've partnered with leading B2B tech companies (including Notion, Gong, Coursera, Grammarly, Scale AI, and 100+ others) to build GTM Operations from the ground up, by architecting: - A buying process that your customers actually like - AI-powered workflows built on complete, correct, enriched data - An integrated tech stack and scalable processes your team can execute - Unified reporting across all GTM motions that leadership trusts Engagement: Long-term embedded partnerships (6mo-years). Starting with a 3-week assessment and roadmap, then consistent delivery month-over-month. We embed in your org as an extension of your team. The result: Our clients can actually see what's working, make informed decisions, and scale without chaos. The requirement to not have a broken foundation has never been greater. Let's build yours right.

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