With over 150,000 businesses using Salesforce as their CRM, there’s no surprise there’s a huge market for consultants to help businesses with the implementation, management and optimization of such a critical technology. If you’re in RevOps or the CSuite, you’ve likely used a Salesforce Consultant at some point in your career, perhaps in projects where you needed additional expertise, or required extra bandwidth to move faster on certain projects.
Salesforce Consultants are great for understanding your unique business requirements and in return providing expert help with planning, implementing, or improving productivity for your business. With their technical know-how and experienced problem-solving abilities they’ll be able to maintain your Salesforce ecosystem for as long, or as short, as you need.
With over 1,700 registered consultants, there’s a lot of professionals to choose from. Keep reading as we highlight the top 10 Salesforce consultants we recommend doing business with.
What do Salesforce consultants do?
Whether you’re looking for a full Salesforce implementation, merging Orgs together following M&A, or looking to simply clean up your instance for tech debt, Salesforce consultants can provide that extra bandwidth or guidance to keep business running smoothly.
Whether it’s big or small changes you require, consultants can help with:
- Designing, operating and integrating Salesforce systems to optimize key areas of your business.
- Coaching around best practices in Salesforce administration and implementation to enhance user experience.
- Working on Salesforce automation to streamline important processes
- Engaging with internal stakeholders to understand projects, facilitate business process analysis sessions and develop tech solutions for each team.
Just to name a few!
10 Best Salesforce Consultants
To help you avoid meticulous research, we’ve compiled a list of top Salesforce consultants who can help successfully implement change within your CRM.
| Name of Company | Estimated Revenue | Employee Count | Review Rating
Appexchange, G2 |
| VentureTech Group | <$5M / year | 21-50 | 4.9 |
| Carabiner Group | <$5M / year | 21-50 | 5.0 |
| Candybox | <$5M / year | 1-20 | 5.0 |
| Alternative Partners | <$5M / year | 1-20 | 5.0 |
| Demand Chain | >$10M / year | 21-50 | 5.0 |
| Cloud for Good | $5M – $7M / year | 51-100 | 4.9 |
| Delegate | <$5M / year | 51-100 | 4.7 |
| Coastal Cloud | $30-$40m / year | 201-500 | 5.0 |
| Operatus (Formerly Admin Within) | <$5M / year | 21-50 | 5.0 |
| Port and Starboard | $5M – $7M / year | 1-20 | 5.0 |
1. VentureTech Group
Ohio-based VentureTech Group was founded in 2018 to bring a team-based approach to solve their clients’ problems. As far as Salesforce consultants go, VentureTech Group utilizes what they call a “Minimum Viable Product” when working to deliver solutions. This gives them the ability to continuously improve their strategic approach based on client feedback, while they remain responsive to ever changing requirements that may occur. Within their organization they offer the following consulting expertise:
- Organizational Setup
- Data & Analytics Management
- Object Configuration
- Lightning App Builder Configuration
- Security & Access
- Process Automation
VentureTech Group continues beyond consulting and project implementation services with their Managed Service Offering, which means filling the gaps in your business’ Salesforce org at whatever level you may need. That could mean you require assistance for just a few hours a week or a majority of the time guiding the challenges specific to your Salesforce org.
VentureTech Group’s clients include:
- Feazel
- Sandvine
- Smith Corona
With VentureTech Group at the helm, you’ll receive access to a fully-trained staff of Salesforce consultants ready to help you utilize your Salesforce org.
What customers say:
5 Star Review | Appexchange
“VentureTech has a deep understanding of the process to migrate from one SF instance to another which leads to a high degree of trust and confidence throughout the delivery process.” -High Tech Customer
5 Star Review | Appexchange
“Venture Tech has been wonderful during a difficult, and complex project. For the last six to nine months, they have dealt with us changing scope, shifting priorities, and moving timelines. They have been accommodating throughout. Meanwhile, the expertise they’ve brought has been flawless. I wholeheartedly recommend Venture Tech for a project.” – Professional Services Customer
2. Carabiner Group
Founded in 2017, this California-based company has you covered when it comes to not only your Salesforce org, but almost any other aspects of your RevOps tech stack as well. Their team of Salesforce consultants has decades of experience, and over 40 Salesforce certifications. Their 5-star rating on the AppExchange lends itself to their credibility as a Salesforce consultant. Some of the services they offer include:
- RevOps-as-a-Service
- Strategic Advisory
- Employee Training and Enablement
As we’ve said before, sometimes your organization will benefit from having a RevOps partner. If you’re looking to align your go-to-market team with a solid RevOps foundation, Carabiner’s Salesforce consultants have the tools needed to guarantee success. Their client list includes some of the biggest organizations around the world:
- AstraZeneca
- Cisco
- Chevron
- Gap
- Twitch
Their customer satisfaction is evident with one look at their G2 reviews, as they currently maintain a perfect 5-star rating there.
What customers say:
5 Star Review | Appexchange
“The Carabiner Group always delivered what they said they would, bringing our team functionality and efficiency with their work and plan implementation.” – Healthcare Customer
5 Star Review | Appexchange
“Carabiner was indispensable in our deployment of a new set of Salesforce users, and saved us considerable time in managing an effective roll-out. We’d probably still be working on it if we tried to do the deployment ourselves.” – High Tech Customer
3. Candybox
As their namesake might suggest, Candybox offers a sweet amount of Salesforce solutions to meet your business goals. Founded in 2019, as Salesforce consultants they work to bridge the gap between business strategy and technical execution, to transform your business strategies into successful, scalable results. If you’re looking to level up your business processes, Candybox can help with the following services:
- Auditing Processes
- Salesforce Starter Packages
- Salesforce Implementation
- Fractional RevOps Packages
Anything your business needs from a Salesforce consultant standpoint, Candybox offers. Some of their clients include:
- Kudo
- Stork Club
- Botify
- Cloudle
With an extensive list of tech companies utilizing their services, the capabilities of Candybox’s Salesforce consultants is clear for anyone looking to scale their organization.
What customers say:
5 Star Review | Appexchange
“Candybox exceeded our expectations! They feel like an extension of my team. They brought specialized and advanced expertise that enabled us to tackle bigger projects and to do them faster. I am excited about my ongoing partnership with them and the business success we’ll continue to drive.” – High Tech Customer
5 Star Review | Appexchange
“The team at Candybox is incredibly dynamic. Challenged with an inherited Salesforce org that did not align with our business needs, Candybox was able to quickly understand our requirements and make recommendations that would have otherwise gone overlooked. Their level of service and responsiveness is unmatched and it’s clear that they are incredibly knowledgeable in this space.” – High Tech Customer
4. Alternative Partners
California-based Alternative Partners have only been around since 2019, but they’re already making great strides when it comes to RevOps-as-a-Service. After seeing the issues a lot of start-ups have which can lead to failure, these Salesforce consultants came up with solutions to converge marketing, sales, and success operations in order to drive accountability and efficiency for their clients. If you’re looking to up your Revops game, Alternative Partners offers the following services:
- Lead Generation
- Tech Stack Management
- Analysis of Analytics for Revenue Reporting
- Revops Framework Creation
Alternative Partners works to align your go-to-market teams so you can maximize your revenue potential. When it comes to Salesforce consultants, you’ll appreciate the expertise they bring to raising your operational efficiency. Some of their clients include:
- Curai Health
- Flow
- Consumer Affairs
- Vouch Insurance
Their knack for working with clients across varied types of industries shows their commitment to their clients’ overall business needs. Add to that their 5-star rating on the Salesforce AppExchange and Alternative Partners is one boutique organization who can help you accomplish big goals.
What customers say:
5 Star Review | Appexchange
“Best sales operations and enablement team I’ve ever worked with.” – High Tech Customer
5 Star Review | Appexchange
“We wouldn’t have been able to set up Salesforce without them! They were an incredibly professional, insightful, and helpful group to work with. Especially being able to tap into their experience and expertise around setting up sales enablement, allowed us to build the best approach for us.” – High Tech Customer
5. Demand Chain
With over 20 years of experience, Minnesota-based Demand Chain has been a leader when it comes to Salesforce consultants since 2001. Their team includes senior Salesforce experts and developers to lead their clients through complex development challenges, and are completely committed to the Salesforce platform. If you’re looking for veteran Salesforce consultants, Demand Chain has what you need. Their services include:
- Analytics
- App Development
- Integrations
- App Management
- Migrations
As the first Salesforce partner in Minneapolis, Demand Chain has achieved over 170 Salesforce certifications and maintains a perfect score on the Salesforce AppExchange. Their impressive client list includes:
- Blue Cross Blue Shield
- Total Comfort
- Nystrom
- Kraus-Anderson
Whether it’s financial services, education, manufacturing, or health care, Demand Chain has experience across a wide-array of industries throughout its two decades in business.
What customers say:
5 Star Review | Appexchange
“Absolutely delighted to be working with Demand Chain and Peter – we have relied on his knowledge, experience, and leadership for several years and looking forward to more! He has been able to pivot smoothly and support multiple teams within our practice, and always provides critical perspective and excellent development. Thank you!” – Financial Services Customer
5 Star Review | Appexchange
“Our continued partnership with Demand Chain has been incredibly valuable. Working with Kevin has been a joy. I know I can trust him to keep me informed, communicate appropriately, and partner with me every step of the way!” – Health Care Customer
6. Cloud for Good
Another choice that’s been around for a while, this North Carolina-based company was founded in 2010. As Salesforce consultants, Cloud for Good specializes in technology implementations for nonprofit organizations and higher education institutions. At the heart of their organization is the belief that their work should be transformative for any project they’re tasked to handle. Some of their services include:
- Strategic Technology Planning
- Custom Salesforce Implementations
- Marketing Automation
- Campaign Services
The collaborative effort from the Salesforce consultants at Cloud for Good is a testament to the value they bring to each of their clients. Working in the nonprofit and education industries has a allowed them to amass an impressive portfolio including:
- Harvard University
- Planned Parenthood
- NYU
- Human Rights Watch
- ChildFund International
These are all organizations working hard to better their communities through educational and charitable initiatives, and Cloud for Good has them covered. Another 5-star rated group of Salesforce consultants on the AppExchange, their commitment to nonprofits and social responsibility positions them as effective leaders.
What customers say:
5 Star Review | Appexchange
“Our partner, Cloud for Good, was incredible to work with. Their professionalism, leadership, standards and work ethic are second to none. Without hesitation I would STRONGLY recommend using Cloud for Good for any Salesforce implementation you are looking at! Truly a strong company, with strong morals and values with a leader that emulates it all!” – Education Customer
5 Star Review | Appexchange
“In my experience, Cloud for Good staff have approached both our implementation and managed services with professionalism, practicality and fantastic subject matter expertise!” – Nonprofit Customer
7. Delegate
Delegate offers a unique business model that is pivotal as the modern day work landscape erodes. They demystify the systems that help go-to-market teams measure, retain, and grow customer relationships. From simple to nuanced technical challenges, Delegate provides a wide range of software administration services and specialize in go-to-market systems including:
- CRM: Salesforce Sales Cloud, Service Cloud, Industries*
- Marketing Automation: Hubspot, Pardot, Marketo
- Contracting: Salesforce CPQ*, DealHub*, Conga, Docusign, PandaDoc, Products & Pricebooks
- Sales Productivity: Outreach, Salesloft, MixMax, Salesforce HVS, Chorus, Gong, ChilliPiper
- Client Success: Salesforce Sales Cloud, ChurnZero, ClientSuccess
- Data and Integrations: ZoomInfo, Clearbit, LeanData, RingLead, DuplicateCheck
And if that’s not compelling enough, they also manage everything from hiring, payroll, benefits, up-skilling, and support.
What customers say:
5 Star Review | G2
“Delegate takes the time to understand your business. More so than standard consultants it felt like they cared about the final result. They built things for scale and were careful on their decision making. Overall it felt like I had a true internal resource/partner over a one time professional service fee.” -RevOps Customer
5 Star Review | G2
“Especially in an age of remote work and all the long-distance-relationship intentionality that comes with it, flexibility is hard to come by. It’s so helpful to use the team at delegate *when we need them*. So I like the concept the best. Fractional shares isn’t anything new, but it’s so much better than black-box outsourcing, and the two team members I’ve worked with were better than the in-house talent we’d had in the past.” -Sales Development Customer
8. Coastal Cloud
This Florida-based group has been around for a decade, first opening its doors in 2012. In that time they’ve amassed over 1,000 clients and 1,500 certifications, leading them to become one of the most trusted Salesforce Expert Partners in the country. As the only platinum Salesforce consulting partner headquartered in Florida, they work to implement flexible solutions that best focus on their clients’ missions. Some of their services include:
- Salesforce Implementation
- CPQ Process Flow
- Contract Lifecycle Management
- Field Service Innovations
Whether your organization is looking for solutions in sales, marketing, or service, Coastal Cloud has options available for all your business needs. Their Salesforce consultants work across many different industries including nonprofits, education, public sector, and health care. Some of their clients include:
- American Medical Student Association
- North Point Ministries
- Emory Healthcare
- Trojan Battery
With perfect scores on both G2 and the AppExchange, Coastal Cloud has positioned itself as a trusted voice within the Salesforce ecosystem. So whether you’re a startup, mid-market, or enterprise level organization, Coastal Cloud’s Salesforce consultants have the tools ready to handle any shifts in your market.
What customers say:
5 Star Review | Appexchange
“The coastal team, led by Sam Taylor and Justin Nunn, delivered exceptional service to our organization. Their knowledge and skill have set us up for the future, making the platform easier to scale and to use by our marketing teams.” – High Tech Customer
5 Star Review | Appexchange
“The collaborative nature of the Coastal Cloud team was a pivotal contributor to the success of our Salesforce development project. We felt included and empowered at every stage in the process. We appreciate all the effort our Coastal Cloud Team put into helping us make the right design decisions and ultimately building an org that our team can use, maintain, and grow moving forward.” – Education Customer
9. Operatus (Formerly Admin Within)
Operatus is a Sales Ops constant that builds scalable revenue technology stacks for their clients around Salesforce. From RevOps as a service to project consulting, if you’re hoping to build a successful RevOps function– Operatus has you covered. Their service include:
- Implementation
- Integration
- Optimization
- Development
- Training
- Strategy
Having a perfect 5.0 rating on Appexchange and working with industry leaders such as G2, Nextdoor, and RocketReach– you can trust you’re in good hands with Operatus.
What customers say:
5 Star Review | Appexchange
“I can’t thank Operatus (AdminWithin) enough for helping us transition to Salesforce. Throughout the implementation process, they were very helpful and I really felt confident working with them because of their extensive Salesforce knowledge. I love the fact that they genuinely care about our business process by creating custom objects and fields, providing insights and alternative options in order to accommodate our needs. As a new user of Salesforce, I already learned so much just by working and interacting with them. They explained to me every bit and piece so that I can fully understand Salesforce and I can support my team after the implementation.” -Media & Communications Customer
5 Star Review | Appexchange
“Operatus (Admin Within) was very helpful as we transitioned from spreadsheets/our old CRM onto an Essentials Edition of Salesforce. They were extremely knowledgeable and we could depend on them to tell us what we needed to prioritize. They helped us establish our opportunity process and our page layouts in a way that made sense for our business, and they made helpful recommendations for best practice automation to put in place quickly.” -Financial Services Customer
10. Port and Starboard
We can all appreciate a business who knows what they do well and explains it eloquently. For Port and Starboard, they do just that with the tagline “we help people do better business with technology.”
Founded in 2015, Port and Starboard offers a wide range of expertise including Salesforce, Wordpress website development and Fractional CIO services. Their Salesforce services in particular include:
- Implementation
- SOS (Save Our Salesforce)
- Customization
- Admin on Demand
- Change Management
- Integrations
- Data Management
- Salesforce Training
They offer these services in the form of maintenance retainers or strategic retainers and have worked with clients like:
- Prosper Insurance
- Canon
- 1701
- Fathom Coffee
- DGC International
- Avatar Partners
What customers say:
5 Star Review | Appexchange
“P&S are always friendly, excellent and fast. They hear out your problem/need, suggest the best and easiest way they think they can get to your desired outcome, and keep you in the loop through the different testing stages so you can demo and see the progress until it’s complete.” -Financial Services Customer
5 Star Review | Appexchange
“The Port & Starboard team was excellent. They did a great job understanding our needs, providing solutions, communicating, and sticking to deadlines. I highly recommend this talented team.” – Professional Services Customer
Find the Salesforce consultant that works best for you
The above list offers experts with wide-ranging industry experience, from healthcare, education, nonprofits and banking. A little bit of advice though, before jumping into utilizing a Salesforce consultant, take stock of what your organization’s long-term goals are, and find any gaps that need filling.
Whether you need help with initial implementations or you have a rather difficult migration process, there’s an option for everyone. The best thing about Salesforce consultants is their ability to scale, so you can find the one that best compliments the team you have available.