Consulting Services for Salesforce Sales 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.

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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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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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Consulting and Implementation Practice.

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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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WHAT WE DO: We help Series A–D+ B2B tech teams grow revenue without growing headcount. Teams we've supported include Notion, Gong, Coursera, Salesloft, Superhuman, Scale AI, and 100+ others. Most companies are trying to scale on a GTM foundation they don't trust: Data is messy. Handoffs/integrations break. Reports get debated. AI tools produce noise. CS2 fixes that by eliminating: - Pipeline Blindness: you can't see where deals stall, why conversion drops, and what signals drive pipeline. - Human Middleware: reps, marketers, and GTM Ops become the glue running manual research, fixing data, and troubleshooting. Work that doesn't exist if you have a solid foundation or work better suited for AI + automation. HOW WE WORK: STEP 1: Accelerated Roadmapping Process - 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 workstreams STEP 2: Build your GTM Ops Foundation and Deploy a Unified GTM Pipeline Model - Fix your GTM foundation (tech implementations, enrichment, automation, integrations, sales stages, etc) - Unify your GTM data into models for trustworthy reporting and analysis - Deploy AI across critical areas of your GTM (account research, sales process, etc) STEP 3: Analyze your data to improve GTM and find the next roadmap workstreams - Analyze conversion, sources/signals, and rep activity to optimize your GTM - Use the data to prioritize the next phases of the roadmap THE RESULTS: Improvements in conversion rates, qualified pipeline, revenue, and GTM efficiency. Your GTM team creates pipeline like a team twice its size.

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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

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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.

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