Salesforce consulting companies in USA. The Secret List of Consultants.

If you are reading this, most likely you are looking for excellent and reliable Salesforce consulting companies in the USA. I hope you are not thinking about hiring a freelancer because freelancers are not the best option on the market. Please read my article on this. 

Anyway, If I were to find a good consultancy, I would research review websites and AppExchange listing. But how do you choose out so many listing the company which fits you best?

What kind of Salesforce consulting companies in USA are you looking for?

Before you begin your research, you will have to think of what kind of Salesforce consulting companies in USA you are looking for. What are your actual needs? Are you just starting with Salesforce, and do you need essential assistance? Or you are an experienced user of SFDC, and you need someone to help you out with complicated technical tasks? Which product you are looking for? There are more questions than answers.

A while ago, I researched companies who could help our consultancy firm with projects where we are not specialists. For example, we are Sales Cloud experts, but we are not very strong with Commerce Cloud. So I was looking for a reliable partner to share my leads and ensure that my customer will have an outstanding customer experience. This is my secret list of reliable Salesforce consulting companies in the USA.

About Salesforce consulting companies in USA secret list

Before we jump into my list, I have to explain how I made this list. First of all, not all the companies on the list were tested by our company. But what I did, was researched the internet on the reviews and customer experience feedback. I’ve used multiple review websites, AppExchange listing, and direct customer reference (I found on the internet).

The list is organized by product, and I have put no more than three companies per product. Three companies per type should be more than enough if you are looking for reliable consultancy. Secondly, I was looking for companies that specialize in small and medium-sized companies. If I were a corporation, I would go with someone from big four consultancies or top ten SFDC consulting partners in the US.

I have researched companies not only from the United States but all over the world. I was looking for companies doing projects in the US but not necessarily physically located in the USA. If I were looking exclusively for US Salesforce consultancies, my choice would be dramatically limited and would ignore stunning teams from abroad.

Last but not least. The list is not industry-tied. It means that consulting companies on the list more or less have general knowledge of the product, which applies to any industry.

Salesforce Sales Cloud consulting companies in USA

Sales Cloud is the first core product you will go for with Salesforce. As a result, there are plenty of companies that focus on the Sales Cloud. What these companies are missing (IMHO) is actual competence in sales rather than just the product. The companies I have listed below seem to be companies that study the sales process rather than implement tools. Once again, this is my personal opinion.

Blondie

🔗 Company website
🔗 Appexchange listing

Blondie is the company I own. I am placing our company first on the list for Sales Cloud in the US. We are experts in sales with a background in sales consulting. We were sales consultants way before we became a Salesforce consultancy company in the USA. Just a few facts about our team

• We’ve built a Sales department for Uber in 2020
• We’ve rebuilt the sales process for Hertz in 2018
• We helped Polish startup Fintera.pl to launch their sales from scratch.

Our company is not too technical, and we focus on standard salesforce functionality than developing custom solutions. We believe there is much more value in driving user adoption than building complicated products that are hard to explain. We produce a lot of content for our customers in the US, which helps to utilize Salesforce fully.

For example, rather than creating user documentation, we do videos. Or, instead of having never-ending training sessions, we offer our customers a Blondie HyperCare+ program during the launch stage and work with each separate user individually.

FullCRM

🔗 Company website
🔗 Appexchange listing

The company is based in Australia but is doing projects all around the globe. I love these guys’ ability to provide sales consultancy, not just the technical realization of the project. Their team is Salesforce Certified and has more than 50 experts across multiple products.

Key highlights:

• FullCRM has certified Architects onboard. It means they possess the highest possible industry expertise.
• Sales Cloud experts with excellent track record confirmed by Salesforce
• Great customer reviews. Has few unbiased reviews, which increases trust in these reviews.

Rosetree Solutions

🔗 Company website
🔗 Appexchange listing

Rosetree Solutions was founded by two brothers David and Craig Rosenbaum, in 2013 in Dallas, Texas. Specializes in an initial implementation of Salesforce, a great company to go with if you have little to no experience with SFDC. Rosetree is a boutique type of company, and it’s another reason to put them on the list. You can expect a personalized approach and great care about yourself as a customer. They have 32 employees, and it doesn’t seem that a company is looking to grow too much. I love such companies due to their high operational efficiency and excellent communication across teams. Suppose you have ever worked with large consultancies. In that case, you should know how challenging it is to tell the same thing repeatedly to different employees.

Key highlights:

• Focuses on Sales and Service cloud
• Offers full-cycle services. From implementation to user enablement

Salesforce Service Cloud consulting companies in USA

While Sales Cloud is a core product that offers plenty of different options for companies in the US, Service Cloud is the next logical step for the further digital transformation of the company. I have put these companies on a list of Salesforce consulting companies in the USA because they show the best performance among equal companies. Before you jump into my list, please note that if you do not have Sales Cloud already implemented, the companies below most likely will be too advanced for initial implementation. But this is only a personal opinion, and it’s you who decides at the end of the day.

Aethereus

🔗 Company website
🔗 Appexchange listing

Aethereus is a newcomer in the industry and the only company from India on my list. Even though companies from India seem to dominate the market, not many of them have such an incredible business experience as Aethereus. Founded in 2019 and has already grown to 41 employees (all SFDC certified), the company focuses on creating award-winning experiences for customers. This means a company focuses and implements Sales Cloud in close junction with Service Cloud. Customer reviews show this guys really care about their customers and only leave a 5-star rating (which is very uncommon).

Key highlights:

• Focus on artificial intelligence and machine learning.
• Pre-build starter packs for startup and mature companies.
• Capable of creating custom applications (which is not very common for such small companies).
• Is Salesforce Summit partner. The only summit tier company on the list.

Strategic Growth, Inc

🔗 Company website
🔗 Appexchange listing

Strategic Growth is an exciting company. Founded by former Salesforce executives in 2007, the company focuses on the deep integration of Salesforce into the business. According to the reviews, these guys can get every penny out of your SFDC implementation but could cost you a fortune. If you are looking for true experts in SFDC Service Cloud (and not only Service Cloud), then Strategic Growth is your company of choice. The company is capable of providing strategic consulting services and implementing the software.

Key highlights:

• They hire only senior Salesforce specialists. On average, specialists have 12 years of experience with Salesforce.
• Proven track record for an enormous amount of projects, all rated five stars (I’m wondering where they put those unsatisfied customers, I was just unable to find one.)
• Experts in most core products from Salesforce, including satellite products like Mulesoft.

Gen25

🔗 Company website
🔗 Appexchange listing

Gen25 is a very technologically advanced Salesforce company. I would instead call them a tech company than a conventional Salesforce consultancy. Their key focus is on interactions between companies and customers. This means that if you are looking for a better way to connect with your customers, Gen25 is the place to go. Gen25 is a boutique type of company, founded in 2006 with 31 Salesforce experts on board. The company is located in Amsterdam, Netherlands, and is building its own apps.

Key highlights:

• Experience Salesforce App developers. A place to go for highly customized setups.
• Emphasizes interactions with customers.
• The team is capable of thinking outside of the box.

Salesforce Commerce Cloud consulting companies in USA

If you are an intangible product business or a software vendor, you might be interested in implementing a B2B portal. By building a portal, you will be capable of delivering a much better experience to your customers. When you are looking for a way to put self-service tools in the hands of your customers, you should be very cautious. Despite that world is moving toward e-commerce, the B2B sector in the USA is still very conservative. As a result, you have to look for a partner who already has an impressive track record in building B2B self-service tools. A company with previous experience in the field could save you a significant amount of time and shorten your learning curve.

When I was doing my initial research, finding Salesforce consulting companies in the USA that deal with B2B commerce was surprisingly complicated. I could find plenty of names, but I was unable to see proof of their work. In this list, I have put three companies, which in my personal opinion deserves attention.

Shift7 Digital

🔗 Company website
🔗 Appexchange listing

Shift7 Digital was founded in 2018 and has already proven as an exciting startup. They have a clear focus on manufacturers. The company has 19 certified experts on board and more to come. I was impressed by the company’s portfolio even though they are only a few years on the market. If you are a manufacturer and you are looking to build B2B digital experience for your customers. I believe Shift7 Digital is the company to go.

Key highlights:

• New company and show sustainable growth over the last years.
• Impressive portfolio and case studies.
• A clear focus on manufacturers.

Docmation

🔗 Company website
🔗 Appexchange listing

Docmation helps companies shift their business model to subscription. I wonder if they are partners with Zuora, a trailblazer of subscription economy shifter. The company was founded in 2011 and is of the fastest-growing companies in the US for 2018 and 2019. Docmation is an award-winning company with a focus on Bolt apps for Salesforce.

Key highlights:

• Award-winning consultancy.
• Strong portfolio with Fortune 500 customers.
• Focus on Bolt apps within Salesforce.

OSF Digital

🔗 Company website
🔗 Appexchange listing

OSF Digital is one of the largest companies on my list. US-based company founded a few years after Salesforce has 336 certified experts and an impressive portfolio of customers. The company possesses plenty of tools for building B2B experiences and is not afraid of thinking out of the box. It is a partner of many well-known players in the IT market. In my opinion, this company would suit more demanding companies and is not suitable for smaller businesses. If you look for something basic, try looking at other companies on my list. Still, if you are mid-sized or enterprise, this is your caliber supplier.

Key highlights:

• A large number of experts are on board.
• Long track record
• Capable of doing business with enterprise-level companies.

Salesforce Managed Services consulting companies in USA

All-new is well overlooked old. This is the case with managed services in the US. Back in the times when companies had to maintain their infrastructure, managed services were top-rated among all companies. When cloud solutions overtook, on-premise products managed service seemed to be buried in oblivion. Now when cloud services become more and more sophisticated, managed services seem to experience their renaissance. We see only the beginning of this industry. It was not that easy to find genuinely great companies who offer managed services in the USA.

The Crevalle Group

🔗 Company website
🔗 Appexchange listing

The Crevalle Group is not a typical representative of the managed services industry. I would instead call them a body-rent company, but they offer managed services as one of their core products. The company was founded in 2016 in Providence, Rhode Island, and focuses on complicated Salesforce setups with Mulesoft, CPQ, Salesforce Industries (ex. Vlocity), Einstein, and many more. It is a way to go if you are looking to find long terms partner or just looking for short-term on-demand capacity for your Salesforce infrastructure.

Key highlights:

• Wide variety of complex expertise.
• Rarely found CPQ experts available.
• Boutique company for Salesforce staffing across the United States

EightCloud

🔗 Company website
🔗 Appexchange listing

They were founded in 2011 in Kirkland, Washington State, with 16 experts on board and an impressive portfolio of projects. Companies see to cherry-pick their customer. As a result, reviews show an exceptional level of service. The company is not 100% dedicated to managed services. Still, it does provide them in the form of long-term relationships and capacity booking.

Key highlights:

• Offer implementation services in junction with managed services.
• Agile adopters.
• Focus on

Nagarro

🔗 Company website
🔗 Appexchange listing

Nagarro is not a pure managed services company, and I would say they are not focused on managed services that much. The company is a high-tech company, which builds complicated custom-tailored solutions for automotive, manufacturing, BFSI, Logistics, and many more industries. But the company has managed services within their offering and has plenty of case studies available on their website. I would go with this company if I looked for a complicated custom-built solution and required the external team to manage it.

Key highlights:

• Stunning case studies
• High diversity of industries
• High-tech profile of projects

Bottom line

When I decided to reveal my list of Salesforce consulting companies in the USA, I thought it could save you hours, if not days of research. It is up to you to decide which company fits your business needs. And which one of them will be capable of delivering the solution you are looking for. If you are looking for Sales Cloud, Service Cloud, and CPQ implementation, I advise you to talk to us first. Our company specializes in managed services and implementation projects. That way, we offer a complete cycle of implementation. You won’t have to hire your in-house team of experts but rather benefit from the diversity of expertise available ad-hoc.

Have a great day/night, whatever it is now when you are reading this.

Jeff.