Salesforce consulting services

Transform your business processes with Salesforce solutions.

OverviewOverview Insights Ways we can help Who we serve Work with us

Maximize your Salesforce^® investment

The Salesforce platform offers exciting potential to revolutionize your business, operations, and customer experience. But increasing value faster requires more than plugging in tools straight out of the box.

Crowe consultants specialize in a broad range of fields.

For us, Salesforce implementation isn’t just about getting systems up and running quickly. It’s about the people, processes, and technology that help us identify success and deliver more effective outcomes.

Crowe specialists apply a comprehensive strategy that considers a wide range of elements and approaches. Our goals include: 

Speed to value

Crowe specialists can help your organization realize real Salesforce product benefits with as few delays and liabilities as possible.

Manageability

By closely integrating Salesforce products with existing processes to increase efficiency and ease of use, we tailor our approach to fit each organization’s goals.

Scalability

The Crowe approach includes planning to incorporate Salesforce solution capabilities alongside potential growth and scheduled organizational changes.

Compliance

We help clients verify that the use of Salesforce products meets with industry-specific standards and regulations.

Security

By balancing expanded opportunities and access with risk mitigation, Crowe consultants help organizations take steps to remain compliant without becoming overprovisioned.

Adaption

Our specialists help you stay ahead of Salesforce platform updates to help prevent downtime and to gain an edge with new services.

Related insights

Article

Flexible staffing enables a long-term Salesforce strategy

Article

Boost efficiency with the Salesforce Einstein 1 Platform

Article

Flexible staffing enables a long-term Salesforce strategy

Article

Boost efficiency with the Salesforce Einstein 1 Platform

Ways we can help

Rely on Crowe for the guidance you need for your Salesforce journey.

Whether you’re starting from scratch or already have implemented Salesforce solutions, the Crowe team can meet you where you are.

Our specialties include:

Strategic road mapping

Crowe specialists help you plan around your specific goals to avoid backtracking and unnecessary implementation work, which means you get to results sooner.

AI integration

We help you access the cutting edge of Salesforce AI tools and prepare your organization to meet the challenges and opportunities of AI.

Salesforce implementation

Through a comprehensive consulting approach that takes into account strategy, process improvement, and change management, Crowe can help you achieve more successful implementation outcomes.

Revenue life cycle support

Our specialists can help reduce the time your teams spend on complicated and tedious manual tasks through the quote-to-cash process – and focus on building relationships that drive revenue.

Rescue and re-implementation

Crowe can help you assess the impact of a previously unsuccessful implementation and quickly get you back on track to a positive return on investment.

Crowe Y-Hire® program for Salesforce

Our experienced team can be an asset to your organization by supporting the strategic evolution of your platforms and adapting as long-term goals evolve.

Risk assessment and incident management

By using Salesforce Governance, Risk & Compliance On-Demand, Crowe can help your organization streamline processes and customize practices aligned to your specific industry.

Marketing automation services

Our marketing automation services for Salesforce^® technology give your teams better tools and visibility.

Explore marketing automation services

Who we serve

Tailor your Salesforce strategy to gain a competitive edge in your industry

Salesforce implementation planning often requires evaluating the applications and connections among multiple areas in an organization. Crowe specialists have the industry and Salesforce platform experience to craft effective road maps toward greater operational value. Some of the industries in which Crowe specializes include:

Private equity

Using the Salesforce platform can help private equity companies gather additional insights into portfolios and accelerate actions that lead to more value.

Manufacturing

Cloud and management tools offer deeper insights and more actionable opportunities throughout the manufacturing business life cycle.

Technology

Salesforce solutions can help technology companies rationalize systems and data through Data Cloud and the MuleSoft Anypoint Platform, access real-time decision-making analytics through Tableau, and enhance customer experience through Salesforce Customer 360.

Healthcare

Healthcare organizations can use Salesforce solutions to enhance systems that internally streamline workflows and data management while improving patient experiences and trust.

Life sciences

Pharmaceutical and medical technology companies can automate their internal and commercial processes while keeping patient privacy paramount.

Financial services

Banks, credit unions, and fintechs can access tools to improve customer experiences, enforce compliance, and mitigate risk.

Public sector

Automation and artificial intelligence (AI) solutions can help public sector organizations break down barriers to timely and effective service.

Higher education

Salesforce Education Cloud helps create better experiences for students, faculty, and donors.

Get the most out of your Salesforce tools

Salesforce tools and platforms offer many advantages for companies, especially when they’re customized and implemented well. Crowe specialists can serve as catalysts and ongoing support for your Salesforce implementation success and help you optimize your competitive efforts.

“Absolutely love this Crowe team!”

Source: Salesforce AppExchange, Jan. 31, 2024

“Crowe has done an outstanding job understanding our needs and creating solutions to meet those needs.”

Source: Salesforce AppExchange, Jan. 25, 2024

“The Crowe team is very knowledgeable about Salesforce and provides excellent support to meet our business needs.”

Source: Salesforce AppExchange, Jan. 25, 2024

We're committed to providing unrivaled client experiences.

Work with us

The Crowe team can help you get the most value out of your Salesforce tools and build on that value as your business and platform evolves. We aim to deliver a productive and satisfying experience, and our high retention rate with Salesforce clients is evidence of our success.

4.8 average rating
Average rating is based on reviews by Salesforce community members and feedback gathered in project satisfaction surveys.^*

400+ Salesforce certifications
Earned by Crowe consultants across a wide range of expertise, skills, and specializations.

We’re excited to help you build out your Salesforce playbook and tap into the deeper potential of your tools.