Salesforce consulting services
Transform your business processes with Salesforce solutions
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.
Speed to value
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.
Manageability
Scalability
The Crowe approach includes planning to incorporate Salesforce solution capabilities alongside potential growth and scheduled organizational changes.
Scalability
Compliance
We help clients verify that the use of Salesforce products meets with industry-specific standards and regulations.
Compliance
Security
By balancing expanded opportunities and access with risk mitigation, Crowe consultants help organizations take steps to remain compliant without becoming overprovisioned.
Security
Adaption
Our specialists help you stay ahead of Salesforce platform updates to help prevent downtime and to gain an edge with new services.
Adaption
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.
Source: Salesforce AppExchange, March 2024
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.
Using the Salesforce platform can help private equity companies gather additional insights into portfolios and accelerate actions that lead to more value.
Cloud and management tools offer deeper insights and more actionable opportunities throughout the manufacturing business life cycle.
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 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.
Pharmaceutical and medical technology companies can automate their internal and commercial processes while keeping patient privacy paramount.
Banks, credit unions, and fintechs can access tools to improve customer experiences, enforce compliance, and mitigate risk.
Automation and artificial intelligence (AI) solutions can help public sector organizations break down barriers to timely and effective service.
Salesforce Education Cloud helps create better experiences for students, faculty, and donors.
400+ Salesforce certifications
Earned by Crowe consultants across a wide range of expertise, skills, and specializations
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.
Strategic road mapping
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.
AI integration
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.
Salesforce implementation
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.
Revenue life cycle support
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.
Rescue and re-implementation
Crowe Y-Hire™ solution 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.
Crowe Y-Hire™ solution for Salesforce
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.
Risk assessment and incident management
Salesforce solution possibilities evolve all the time. Don’t hesitate to contact Crowe to discuss additional areas of interest.
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.
[The Crowe] team were fantastic to work with! ... Everything came in on time, on budget, and as promised. The projects have stood the test of time with minimal maintenance needed post-implementation.
Crowe has done an outstanding job understanding our needs and creating solutions to meet those needs.
The Crowe team ... asks the right questions. They helped us build a few different solutions including a co-curricular transcript using some custom objects to track student engagement. ... Crowe has been there for us when things don’t go as expected and are a great Salesforce partner.
The Crowe team is very knowledgeable about Salesforce and provides excellent support to meet our business needs.
They are knowledgeable, understood our business needs, and presented solutions that worked for us – explaining the pros and cons of each solution. ... Following delivery, they were diligent about training and were always available for questions and modifications.
We’re happy to talk! Complete the form below to connect with a member of the Crowe team and schedule a consultation.
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Meet your Salesforce specialists
We’re excited to help you build out your Salesforce playbook and tap into the deeper potential of your tools.
Office Managing Principal, Syracuse
Principal, Consulting
Dena Moore
Principal, Consulting
Principal, Salesforce Solutions Leader