Finding the right Salesforce consulting company can make or break your CRM strategy in the US market. Whether you’re aiming to boost sales, improve customer relationships, or scale efficiently, Salesforce has the tools to make it happen—but only if it’s set up and managed correctly. That’s where expert consultants come in.
These companies don’t just configure software. They tailor Salesforce to fit your business, ensuring seamless integrations, automation that actually works, and a strategy that drives results. A strong consulting partner means fewer roadblocks, better insights, and a system that grows with you.
Below, we’ve rounded up the 12 best Salesforce consulting companies for the US market—the ones that know how to help businesses get real value from their CRM.
1. ThinkBeyond
At the top of our list, Think Beyond is a Salesforce consulting firm with a strong reputation for customized CRM solutions. They are 4.9/5 rating on Salesforce AppExchange and multiple certified Salesforce specialists make them a trusted partner for companies needing tailored automation, integrations, and managed services.
- Founded: 2018
- Location: Online presence, UK-based
- Company size: 51-200
- Industries: Automotive, e-commerce, finance, insurance, high-tech, education, non-profit
Think Beyond has completed over 100 Salesforce projects, focusing on increasing user adoption and improving operational efficiency. Their expertise in CPQ, automation, and AI-powered analytics allows businesses to make better decisions and streamline sales and customer service operations.
Case Studies:
- Virtana – Provided Salesforce Managed Services to help Virtana, a high-tech company based in Palo Alto, CA, overcome outdated features, slow support ticket resolution, and low user adoption. The team introduced a business continuity plan, streamlined system maintenance, and improved IT responsiveness, making daily operations smoother and more efficient.
2. Deloitte
Deloitte ranks among the best Salesforce consulting firms, combining industry expertise with AI, automation, and analytics. Their 10,000+ Salesforce professionals help businesses modernize operations, strengthen customer relationships, and scale efficiently.
- Founded: 1845
- Location: New York, NY
- Company size: 10K+
- Industries: Finance, healthcare, public sector, technology, media, telecommunications
Deloitte helps clients enhance customer interactions, improve operational efficiency, and streamline workflows with Salesforce. Their Salesforce accelerators provide fast, scalable solutions, making CRM deployments more effective and results-driven.
Case Studies:
- Anthem – Integrated Salesforce Health Cloud to create a unified member engagement platform, improving patient experience and automating healthcare processes.
- Ford – Implemented Salesforce to optimize dealer relationships and customer data management, leading to more efficient sales and marketing strategies.
3. OSF Digital
OSF Digital specializes in Salesforce-powered e-commerce and digital transformation. With multi-cloud expertise and a strong focus on retail and B2B brands, they help businesses unify customer data, personalize shopping experiences, and scale online operations.
- Founded: 2003
- Location: Wilmington, DE
- Company size: 1,000-5,000 employees
- Industries: Retail, consumer goods, B2B, manufacturing
OSF Digital works with global brands to streamline e-commerce operations and drive customer engagement. Their ability to integrate Salesforce across sales, service, and marketing clouds makes them one of the best Salesforce consulting companies for businesses looking to improve online sales and customer retention.
Case Studies:
- L’Oréal – Deployed Salesforce Commerce Cloud to enhance online shopping experiences, increasing conversions and optimizing omnichannel sales.
- E.L.F. Cosmetics – Built a personalized e-commerce experience using Salesforce, improving customer engagement and loyalty.
4. Silverline
Silverline operates exclusively within the Salesforce ecosystem, delivering compliance-focused CRM solutions for heavily regulated industries. Their expertise in financial services and healthcare makes them a trusted partner for organizations that require secure, scalable Salesforce implementations.
- Founded: 2009
- Location: New York, NY
- Company size: 201-500 employees
- Industries: Healthcare, financial services, media, hospitality
Silverline goes beyond basic implementations, ensuring Salesforce aligns with strict industry regulations while improving customer and patient engagement, data security, and workflow automation.
Case Studies:
- Aetna – Integrated Salesforce Health Cloud to improve patient engagement and streamline medical record access for healthcare providers.
- Raymond James – Used Salesforce Financial Services Cloud to enhance client relationships and investment portfolio management.
5. Coastal Cloud
Coastal Cloud is a Salesforce consulting firm with a strong focus on Marketing Cloud and customer engagement. Their expertise lies in automating workflows, improving customer support, and optimizing marketing strategies to help businesses drive efficiency and revenue growth.
- Founded: 2012
- Location: Palm Coast, FL
- Company size: 501-1,000 employees
- Industries: Various industries, with a focus on customer engagement and marketing automation
Coastal Cloud simplifies Salesforce implementation, ensuring businesses maximize automation, data analytics, and customer service capabilities. Their hands-on approach makes CRM adoption smoother and more effective.
Case Studies:
- MGM Resorts – Salesforce Marketing Cloud to deliver personalized offers and automated customer engagement strategies, increasing guest retention.
- ADT Security – Implemented Salesforce Service Cloud to streamline customer support operations, improving response times and customer satisfaction.
6. Accenture
Accenture is one of the biggest players in Salesforce consulting, with 9,000+ Salesforce-skilled professionals and 13+ years of partnership with Salesforce. They help businesses streamline operations, improve customer interactions, and scale efficiently. Their deep partnership with Salesforce gives clients early access to new features and innovations.
- Founded: 1989
- Location: New York, NY
- Company size: 738,000+
- Industries: Retail, healthcare, financial services, manufacturing, public sector, communications
Accenture works with 90% of Fortune 100 companies, leveraging Salesforce AI and automation to improve customer engagement and business efficiency. Their industry-specific solutions make Salesforce a real asset rather than just another software tool.
Case Studies:
- CarMax – Helped CarMax integrate AI-powered analytics with Salesforce CRM to enhance customer experiences and improve online sales.
- Coca-Cola – Implemented Salesforce Service Cloud to improve customer service efficiency and automate issue resolution.
7. IBM
IBM has been a Salesforce Global Strategic Partner for over 10 years, bringing AI-driven insights, automation, and cloud integration into CRM solutions. They work with companies looking for scalable, AI-powered Salesforce strategies.
- Founded: 1911
- Location: Armonk, NY
- Company size: 288,000+
- Industries: Banking, healthcare, government, telecommunications, retail
IBM has helped thousands of businesses modernize customer service and operations using Salesforce. Their AI-powered solutions focus on real-time data analytics, predictive modeling, and automation to give companies a clearer picture of their customers.
Case Studies:
- State of New York – Developed a Salesforce-based digital platform to streamline public service requests and improve government agency communication.
- The Home Depot – Integrated Salesforce AI solutions to optimize supply chain visibility and enhance customer service interactions.
8. CloudMasonry
CloudMasonry may not be the largest firm on this list, but their 100% Salesforce-certified team delivers highly customized implementations. Their consultants average 5+ years of Salesforce experience, ensuring hands-on expertise for businesses that need tailored CRM solutions.
- Founded: 2018
- Location: Chicago, IL
- Company size: 51-200
- Industries: Healthcare, fintech, SaaS, financial services
CloudMasonry has worked with dozens of mid-sized businesses and startups, helping them reduce sales cycle time, improve customer retention, and automate lead tracking. Their personalized approach and deep platform knowledge make them a trusted Salesforce partner.
Case Studies:
- A Regional Healthcare Network – Built a unified patient engagement platform using Salesforce Health Cloud to improve appointment scheduling and patient tracking.
- A Fintech Company – Customized Salesforce Sales Cloud to automate lead tracking and optimize sales pipeline management.
9. Simplus
Simplus is a Salesforce Summit Partner specializing in revenue operations, CPQ, and Billing solutions. With 4,500+ successful projects and 600+ Salesforce certifications across their team, they bring technical precision to every implementation.
- Founded: 2014
- Location: Salt Lake City, UT
- Company size: 501-1K
- Industries: Technology, manufacturing, healthcare, telecommunications
Simplus helps companies reduce manual quoting errors by up to 60% with automated CPQ systems and improve billing efficiency by integrating Salesforce with financial software. Businesses looking to optimize sales cycles and simplify back-end operations will find a reliable partner in Simplus.
Case Studies:
- TPx Communications – Implemented Salesforce CPQ and Billing to improve contract management, streamline invoicing, and reduce customer disputes.
- Varian Medical Systems – Optimized global sales operations by automating customer interactions and integrating Salesforce with ERP systems.
10. PwC
PwC has over 2,000 Salesforce specialists dedicated to helping businesses modernize operations, manage compliance, and strengthen customer relationships. Their consulting services span 157 countries, making them a strong choice for multinational enterprises.
- Founded: 1998
- Location: New York, NY
- Company size: 327,000+
- Industries: Financial services, healthcare, retail, government, energy
PwC’s Salesforce consulting has helped businesses reduce operational costs by up to 30% by automating workflows and improving regulatory tracking. Their ability to bridge Salesforce with financial compliance needs makes them rank among the best Salesforce consulting companies.
Case Studies:
- Nike – Transformed customer loyalty programs by integrating Salesforce Marketing Cloud, enabling more personalized engagement and automated campaigns.
- Goldman Sachs – Helped automate compliance and risk management workflows using Salesforce Financial Services Cloud.
11. Slalom
Slalom takes a modern, flexible approach to Salesforce consulting, with over 1,000 certified Salesforce professionals and a track record of working with half of the Fortune 100 companies. Their expertise lies in data strategy, CRM customization, and improving customer engagement.
- Founded: 2001
- Location: Seattle, WA
- Company size: 10,000+
- Industries: Healthcare, retail, technology, financial services, media
Slalom has helped businesses increase CRM adoption rates by up to 50% through simplified user experiences and intelligent automation. Companies that want to see quick, measurable improvements in Salesforce performance will benefit from their hands-on consulting style.
Case Studies:
- T-Mobile – Integrated Salesforce CRM with customer support systems to enhance self-service options and automate customer inquiries.
- Banner Health – Implemented Salesforce Health Cloud to improve patient engagement and care coordination.
12. Capgemini
Capgemini has been a Salesforce partner for over 15 years, with 3,500+ Salesforce consultants working across 40+ countries. They help businesses integrate AI, cloud, and automation into their Salesforce ecosystems to boost efficiency and customer experience.
- Founded: 1967
- Location: New York, NY
- Company size: 350,000+ employees
- Industries: Automotive, retail, banking, insurance, manufacturing
Capgemini has helped clients increase lead conversion rates by 25% through Salesforce-powered sales automation and improve customer retention by implementing AI-driven insights. Their ability to scale Salesforce across large enterprises makes them a strong partner for businesses looking to optimize global CRM operations.
Case Studies:
- McDonald's – Salesforce Marketing Cloud to create hyper-personalized customer experiences across mobile and digital channels.
- General Motors – Used Salesforce Sales Cloud to streamline dealer management and improve B2B customer relationships.
Why Do You Need Salesforce Consultants?
Salesforce is a powerful platform, but without expert guidance, many businesses struggle to unlock its full potential. The best Salesforce consulting companies help bridge the gap between raw software capabilities and practical business needs. Here’s why hiring a consultant can make a difference:
1. Customization for Business Needs
Every company operates differently, and an out-of-the-box Salesforce implementation rarely fits perfectly. Consultants tailor the platform to match your workflows, ensuring smooth adoption and efficiency.
2. Integration with Other Tools
Businesses use a variety of software, from ERP systems to marketing automation tools. A consultant ensures seamless integration, so Salesforce works in harmony with your existing tech stack.
3. User Adoption & Training
A CRM is only as good as the people using it. Consultants provide hands-on training and change management strategies to ensure teams embrace the system and use it effectively.
4. Ongoing Optimization & Support
Business needs evolve, and so should your CRM. Consultants offer continuous support, helping companies scale their Salesforce setup as they grow.
5. Better Data Utilization
Salesforce provides vast amounts of data, but making sense of it requires experience. Consultants help businesses build dashboards and reports that translate raw data into actionable insights.
Summing Up
With so many options, choosing among the best Salesforce consulting companies depends on industry expertise, company size, and the complexity of your Salesforce needs. Enterprises that invest in the right Salesforce partner will see improved sales efficiency, smarter customer engagement, and long-term growth.
Find a consultant that aligns with your goals to ensure your business gets the most out of the platform. Ready to drive real results and a competitive advantage? Pick your perfect partner now!