A man and woman collaborate on a computer in an office setting, focusing on Salesforce consulting services.

Salesforce® consulting services

Crowe specialists can help you turn technology possibilities into business impact with our Salesforce consulting services.

Maximize your Salesforce investment


Salesforce technology has the power to transform your business – but only if it’s done right.

Too often, organizations hit roadblocks trying to unlock the full value of a platform. Off-the-shelf tools and rapid implementations can offer speed, but without strategic alignment, results can fall short.

At Crowe, we take a different approach.

Our consultants bring deep cross-industry expertise to every engagement to help you connect people, processes, and technology in a way that delivers measurable, lasting impact. We don’t just implement the Salesforce platform. We activate its potential across your enterprise.

Our approach is built for long-term value.

We tailor each engagement to your unique goals and combine technical depth with business insight so your Salesforce environment is agile, secure, and ready to grow.

We help our clients succeed with:

Speed to value

Our efficient implementations can accelerate time to impact and reduce delays, risk, and rework.

Manageability

We streamline operations by integrating Salesforce solutions into your existing workflows for intuitive, scalable use.

Scalability

Our specialists design with growth in mind so that your Salesforce architecture evolves with your business.

Compliance

We align your platform use with your industry’s regulatory landscape and internal governance standards.

Security

We help you mitigate risk while enabling broader access and balancing control with collaboration.

Adaptability

Our specialists stay ahead of updates and new Salesforce features to help you minimize disruption and maximize innovation.

Featured solution

Crowe Revenue GPA for Salesforce

Struggling to unify strategy, systems, and sales execution? Many organizations invest heavily in Salesforce solutions, but they still face bottlenecks in their lead-to-cash process, such as misaligned teams, fragmented data, and manual workarounds that stall growth.

Crowe Revenue GPA is a consulting methodology designed to close that gap. It aligns business strategy, transformation, and intelligent automation to drive end-to-end optimization of your revenue life cycle so you can see faster impact and lasting value.

Our approach focuses on three essential pillars: growth, protection, and acceleration.

Growth

Maximize revenue with smarter quoting, automation, and streamlined sales operations powered by configure, price, quote (CPQ) software and tailored process design.

Protection

Safeguard your organization with scalable architecture, compliance controls, and embedded security to instill integrity at every stage of transformation.

Acceleration

Speed up execution with AI-driven insights, connected data, and integration across systems to reduce friction and unlock scale.

Related insights


Ways we can help


The Salesforce platform is powerful but navigating it without the right strategy can be complex.

Whether you’re launching for the first time, scaling across the enterprise, or reworking a past implementation, Crowe brings the insights and execution support to move you forward with clarity and confidence.

Our Salesforce consulting services are designed to meet you where you are and take you where you want to go.

Crowe Revenue GPA for Salesforce

Crowe Revenue GPA is a consulting model that addresses the full lead-to-cash life cycle by drawing on expertise in finance, tax, technology, and risk. Using the Salesforce Revenue Cloud platform, CPQ software, automation, and enterprise resource planning integration, we help organizations enhance revenue operations, maintain compliance, and facilitate growth initiatives.

Salesforce technology transformation

Crowe helps organizations integrate the Salesforce platform into their own systems by addressing technical debt, integrating systems and data, and incorporating AI capabilities across revenue, operations, and service areas. This approach supports streamlined operations, faster revenue cycles, rationalized tech stacks, and a more scalable platform that evolves with business needs.

Risk, security, and compliance

Crowe supports organizations in strengthening their Salesforce environment with established cybersecurity and compliance services. Our offerings include SOX readiness, cybersecurity assessments, user access modernization, and governance reviews, which can help organizations manage risk, protect data, and promote operational resilience.

Intelligent automation for Salesforce tools

Our intelligent automation lab brings native Salesforce Agentforce and Salesforce Data Cloud tools together with real-time decision-making capabilities to enable smarter workflows and automation. By integrating data and AI into Salesforce environments, we help organizations improve responsiveness and operational efficiency.

Crowe Y-Hire® program

Crowe Y-Hire offers access to Salesforce professionals through a flexible, subscription-based model. Clients can scale teams based on project demand, gain cost-effective access to specialized skills, and receive long-term support that aligns with evolving business needs and emerging technologies.

COMPANY WORKSHOPS

Crowe Revenue GPA workshop

The Crowe Revenue GPA workshop helps organizations unlock hidden, high-margin revenue opportunities within the Salesforce platform and adjacent tools. Using a proven, three-phase approach – design, alignment, and execution – Crowe specialists guide leaders to identify and activate use cases that drive growth, enhance protection, and accelerate outcomes, producing a customer-vetted road map with defined proofs of concept, budgets, and return on investment (ROI).

Intelligent value workshop

The intelligent value workshop bridges gaps in operations by combining Salesforce-native AI, Agentforce, and Data Cloud capabilities with our revenue acceleration framework. This hands-on session identifies opportunities to streamline operations, accelerate adoption, and elevate customer experiences. The result is a strategic, action-focused road map with clear ROI metrics, stakeholder alignment, and repeatable execution for sustained business impact.

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.

Tom Hoffman at Crowe
Tom Hoffman
Principal, Consulting
Deena Moore
Dena Moore
Principal, Consulting

* Source: Salesforce AppExchange, March 2024.

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