Salesforce Consulting

Our Approach

Salesforce consulting services help you realize the full potential of this powerhouse CRM platform and connect it with other business systems like your ERP to boost collaboration, transparency and profitability.

Benefits
Services Overview
Consultant Selection Checklist
Why Armanino
Case Studies
Salesforce Evaluation

Salesforce Implementation & Integration Services Overview

Bridge the sales and marketing data gap with a single source of truth.

Capture your entire customer journey
Easily monitor your sales and production
Automate marketing and streamline segmentation and targeting
Understand customer habits, connections and interests
Get scalable support as you grow

What We Offer

How can you scale and accelerate growth? Get there faster with a customized Salesforce implementation and integration strategy.

Implementation Services

Seamlessly plan, discover, build, test, adopt and evolve

Systems Integration Services

Connect your systems for uniform data flow and process automation

Salesforce Optimization

Improve system efficiency and ROI with a free Salesforce Health Check

Strategy Advisory

Ensure all your systems align with your goals today and tomorrow

Change Management Consulting

Support your people with clear communication and next steps

Application Managed Services

Keep your IT systems and business apps working together without fail

Checklist

With transformative software like this, you can’t afford the risk of using anyone but a true Salesforce expert. And don’t forget industry expertise and exceptional service. Use these questions to guide your vendor selection:

Salesforce Expertise. Does the consultant have proven experience with Salesforce implementation and integration with ERPs like Sage Intacct and Microsoft Dynamics?
Certifications. Are they a Salesforce registered consulting partner with expert certifications (such as Nonprofit Cloud, Marketing Cloud, Sales Cloud, Experience Cloud, Business Analyst and CPQ)?
Reputation. Is the firm known for helping organizations of your size and type with implementation and integration?
Industry Experience. Do they have proven experience with your industry and relevant Salesforce industry certifications (Nonprofit Cloud)?
Holistic Approach. Can the consultants look at your entire business ecosystem and align your software with your current and future business goals?

Proven Expertise

As a registered Salesforce partner, Armanino brings you extensive Salesforce experience and industry expertise. Our certified implementation and integration consultants help you streamline and automate processes, transform your customer journey and improve your bottom line.

4.8/5 Star Rating

We consistently earn high ratings on the Salesforce AppExchange marketplace

Advanced Certifications

Our team’s certifications include Nonprofit Cloud, Marketing Cloud, Sales Cloud, Experience Cloud, Business Analyst and CPQ

Verified Expertise

We're a Salesforce Registered Consulting Partner and Salesforce.org Registered Partner for Nonprofit

Testimonials

One of the two major benefits of integrating Sage Intacct with our Salesforce solution was the visibility we could provide the sales and customer success teams in seeing customers’ account details from a financial perspective.

Nancy Rizkallah

VP of Finance, Threekit

MetaMetrics Uses New Tech Stack and Data-Driven Focus for Growth
(2023, technology industry, legacy systems and poor data limiting growth challenge, Sage Intacct + Adaptive Insights + Salesforce consulting solution)
Foundation Amps Up Community Giving Despite Small Staff
(2023, nonprofit industry, manual processes and poor donor data challenge, automate donation management with Salesforce Nonprofit Success Pack solution)
Software Company Activates Growth, Automates 40% of Back-Office Processes
(2021, siloed systems and manual processes challenge, Salesforce and Strategy & Transformation consulting solution, technology industry)
Armanino Helps Westbrook Deliver the Future of Content
(2021; entertainment industry; rapid growth challenges; Salesforce + Sage Intacct implementation and integration consulting, business management and managed IT services solution)
Family Equality Maximizes Impact With Real-Time Financial Insights
(2021, nonprofit industry, outgrown and disparate systems challenge, Salesforce re-implementation and Sage Intacct implementation and integration consulting solution)
Threekit Integrates Salesforce and Sage Intacct to Scale With International Growth
(SaaS industry, global expansion and disparate systems challenge, Salesforce integration and Sage Intacct implementation consulting solution)