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Sercante Reviews & Provider Details

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.

Seller

Sercante

Discussions

Sercante Community

Languages Supported

English, Spanish

Services Offered

Implementations, Analytics & Reporting, Managed Services, AI & Automation, Creative Services

Locations Serviced

Canada, United Kingdom, United States

Provider Description

Sercante is a global Salesforce consulting firm dedicated to empowering marketing and sales teams to achieve exceptional success on the Salesforce platform. Established in 2017, Sercante specializes in delivering strategic solutions that streamline processes, enhance customer engagement, and drive meaningful business outcomes. With a team of multi-cloud certified consultants spanning 10 time zones, Sercante offers a strategy-first approach to consulting, ensuring clients receive tailored solutions that align with their unique business objectives. Key Features and Functionality: - Multi-Cloud Expertise: Sercante's consultants hold certifications across various Salesforce products, including Salesforce CRM, Marketing Cloud Account Engagement, Marketing Cloud Engagement, Marketing Cloud Growth Edition, Marketing Cloud Intelligence, Data Cloud, CRM Analytics, and Nonprofit Success Pack. - Comprehensive Services: The firm offers a wide range of services, such as implementations, managed services, complex process integrations, and custom third-party API integrations, catering to businesses of all sizes and industries. - Custom Solutions: Through Sercante Labs, the company develops customized Salesforce apps and solutions designed to create seamless digital experiences and address specific client challenges. Primary Value and Solutions Provided: Sercante's primary value lies in its ability to transform complex business processes into streamlined, efficient workflows on the Salesforce platform. By focusing on strategy before technology, Sercante ensures that clients not only implement the right tools but also develop the necessary processes and skills to maximize their investment. This approach enables businesses to enhance customer engagement, improve data accuracy, and achieve measurable growth. Sercante's commitment to continuous learning and ownership ensures that clients receive innovative solutions tailored to their evolving needs.

Overview by

Christina Anderson

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EC

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

5/18/2025

"Very responsive, knowledgeable, and great to work with"

4.5/5

What do you like best about Sercante?

Good technical ability, but also good sound business and marketing understanding. And very collaborative. Review collected by and hosted on G2.com.

What do you dislike about Sercante?

Nothing to dislike - I have had zero issues since day one of engaging with the Sercante team. Review collected by and hosted on G2.com.

Recommendations to others considering Sercante:

Sercante is genuinely a great consultancy to work with. I would have no difficulty in recommending them to others. Review collected by and hosted on G2.com.

What problems is Sercante solving and how is that benefiting you?

We've been working with Sercante for a while now. They have helped us with Pardot (SF MCAE) a lot - both in advising on and helping build assets, and also from a strategic perspective. I think it's fair to say we've been able to teach each other a lot in this process. The team is always enthusiastic, full of energy and very efficient at getting things done. And genuinely feel like part of our team. They make an effort to understand our business, our marketing challenges, and suggest solutions or ideas to meet those challenges. Review collected by and hosted on G2.com.

PC

Verified User in Consumer Services

Mid-Market (51-1000 emp.)

2/19/2025

"Best Salesforce Consultancy"

5/5

What do you like best about Sercante?

Sercante has a strategic approach to projects and clear communication, which isn't always the case when working with a third-party team They take time to truly understand how their client’s business operates, which in turn allows them to better understand problems, goals, desired outcomes and software use cases. Review collected by and hosted on G2.com.

What do you dislike about Sercante?

In the years we have worked on projects together, we’ve had nothing but positive experiences with the Sercante team. Review collected by and hosted on G2.com.

Recommendations to others considering Sercante:

If you are looking for an extension of your internal team, Sercante is an excellent option. They are able to work collaboratively with a variety of stakeholders to translate complex solutions in a way that anyone can understand. Their team is thoughtful in their approach to project management and solution implementation. Review collected by and hosted on G2.com.

What problems is Sercante solving and how is that benefiting you?

Sercante has been a great partner in helping us navigate the Salesforce ecosystem. As an extension of our own team, they have worked closely with our marketing, DevOps, and Customer Experience teams to help shape and execute strategic goals. Their technical expertise, project management, and overall communication has made various Salesforce product implementations and ongoing improvement projects smooth and successful. Review collected by and hosted on G2.com.

PM

Verified User in Manufacturing

Enterprise (> 1000 emp.)

5/16/2025

"Sercante Partnership"

5/5

What do you like best about Sercante?

I value the collaborative, professional, and productive relationship focused on delivering outcomes for Simplot. Review collected by and hosted on G2.com.

What do you dislike about Sercante?

Historically I wanted to do more with Sercante however was limited to their capabilities. That has changed now that they have expanded their Salesforce practice and focus on AgentForce and Data Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering Sercante:

Sercante' s professionalism, responsiveness, and expertise make them a valuable partner to work with. Review collected by and hosted on G2.com.

What problems is Sercante solving and how is that benefiting you?

Accelerating our Marketing tech stack maturity to drive revenue growth. Overall, we are leveraging Sercante's expertise to address data integration, customer data utilization, marketing automation, support hours optimization, workshop planning, and case study creation. Review collected by and hosted on G2.com.