Salesforce Consulting Services

We ensure your Salesforce implementation meets customers’ needs and drives results.

Salesforce Consulting Portfolio


We partner with you to strategically plan your implementation, no matter the size or scope.

We’ll then help you configure and integrate your Salesforce products and customize them to your unique business needs.


Optimizing your use of Salesforce will increase the value it provides to your organization. One of the best tools to understand opportunities for improvement is a Salesforce assessment.

Our assessment is designed to understand your business and to help you fully utilize Salesforce’s capabilities, ensure your technical set-up is current in alignment with your business processes, and you are best benefitting from your licensed Salesforce products.

Delivery & Execution

Our Salesforce project engagements and managed services deliver successful implementations, advance your current usage, provide outstanding technical expertise and comprehensive operational support, allowing you to focus on your core business.


Integrations with Salesforce are essential to recognize the most value from the tool across your organization. We are experienced in integrating Salesforce products and non-Salesforce ecosystem tools, such as Salesforce connectors, APIs, and 3rd party software.

We have also created custom solutions using existing enterprise service bus (ESB) software, including MuleSoft. When done correctly, data can then flow more efficiently and effectively across your enterprise, further increasing Salesforce’s value.

Salesforce Consulting and Beyond

Implementing Salesforce and advancing its capabilities may require evolving other areas of your organization.

We also offer expertise in:

  • People and Change Management – Delivers stronger business and technology transformations through strong people alignment and preparation, including the successful roll-out, adoption and use of Salesforce.
  • Operational Excellence – Leads to well-defined and implemented processes that are key to delivering business value from your Salesforce implementation.
  • Data and Analytics – Transforms data from Salesforce and other sources into information that accelerates business insight, ensures operational excellence and gives you a competitive advantage.

Customer and Industry Experience

Centric’s Salesforce Consulting Services combined with our industry expertise ensures the successful delivery of all Salesforce initiatives.


Salesforce Products We Work In

Our expertise spans 10+ years as a Salesforce partner with hundreds of projects completed across the entire Salesforce product suite including:

  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • Salesforce Financial Services Cloud (including Insurance)
  • Salesforce Community Cloud
  • Salesforce Pardot
  • MuleSoft
  • Tableau

Want to learn more about our technology expertise?

Let’s talk