Salesforce Consulting Services

Your Salesforce Partner for success in implementation, integrations, strategy and governance.

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Engage Salesforce consulting services with a team that’s dedicated to your success, and one that you will enjoy collaborating with daily.

Our Salesforce experts focus on optimizing the platform to enhance operational efficiencies, reduce costs, and ensure seamless integration with other technologies. We view our relationship with clients as a partnership and remain flexible to meet their specific needs, ensuring a tailored and collaborative approach.

Salesforce is a diverse system of cloud-based platforms and products across CRM, sales, marketing, analytics, artificial intelligence, app development, and more. Salesforce seamlessly connects your organization to engage prospects, customers, partners, and vendors to drive meaningful interactions, deliver exceptional experiences, and achieve your desired business goals.

Your success with Salesforce needs to align with your specific business needs, processes, technologies, and people, and we understand that. Our team of certified Salesforce consultants and technologists partner with you to help you realize Salesforce’s full potential.

We are committed to understanding your specific business needs and applying our knowledge of Salesforce to provide you with lasting business value.

Our Salesforce Experience

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as a Salesforce Partner
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Salesforce Solution Areas

Salesforce Enablement

We help guide and tailor strategies, showcasing Salesforce’s tangible value to your business.

  • Assessments
  • Platform enablement
  • Increase scale & engagement
  • Cross-platform data management
  • Established best practices

Salesforce Platform-as-a-Service

We optimize your customers’ experience by implementing Salesforce capabilities to their fullest potential.

  • Implementation services
  • Re-implementation services
  • Managed services
  • Custom development

Strategy, Vision & Governance

We help to visualize, plan, and prioritize Salesforce features to showcase value all along your Salesforce journey.

  • Vision & Strategy development
  • Center of Excellence (COE)
  • CRM & marketing automation maturity models
  • Capability & capacity maps
  • Short & long-term roadmaps

Integration Expertise

We specialize in integrations across your technology stack to maximize Salesforce potential and drive optimal results.

  • Industry-specific and proprietary tool integrations
  • Cloud data storage, governance, hygiene, and data prep for AI integration
  • Engineering solutions and process development

CLIENT STORY

Creating New Customer Insights with Salesforce Clouds

When a multi-billion-dollar, J.D. Power Award-winning automotive finance corporation needed to provide a better customer experience, increase customer satisfaction and drive other valuable business outcomes, they turned to Centric and our Salesforce team. 

As a Salesforce partner, we helped the company integrate Salesforce Marketing Cloud with their Salesforce Service Cloud instance. The integration provided access to a wider range of customer data, which allowed them to create an “onboarding journey” for their auto-finance and auto-lease clients. 

The company can now delight customers with relevant, timely customer communications at critical points along the journey while providing new customer insights and metrics to measure success.

READ THE CLIENT STORY

 

See Our Salesforce Marketing Cloud Services

What's Important When Selecting a Salesforce Partner?

Our Salesforce expert, Traci Whetzel, explains some of the challenges your business might face when selecting a Salesforce implementation partner.

Our Salesforce Services

Salesforce provides industry-specific and marketing-focused cloud solutions to help organizations connect, streamline, and succeed. Key services include:

  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Nonprofit Cloud
  • Financial Services Cloud
  • Salesforce Experience Cloud
  • Manufacturing Cloud
  • Salesforce Marketing Cloud
    • Marketing Cloud Account Engagement (Pardot)
    • Marketing Cloud Engagement
    • Marketing Cloud Intelligence (Datorama)
    • Marketing Cloud Personalization (Interaction Studio)
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We love our clients.

 

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Customer and Industry Experience

Our Salesforce Consulting Services experience combined with our industry expertise ensures the successful delivery of Salesforce initiatives across all verticals.

Energy & Utilities

Financial Services

Insurance

Healthcare & Life Sciences

Manufacturing

Retail

Nonprofit

How We Improve Your Use of Salesforce

As your trusted Salesforce consulting partner, we work with you to discover and understand the challenges that your organization faces in your use of Salesforce. Common Salesforce pain points that we solve for our clients include:

 

Centric Consulting Salesforce Consulting Services Methodology

 

Our Salesforce-certified team enjoys working with our clients to provide solutions that meet evolving business needs. Our focus is on eliminating your Salesforce challenges, enabling your organization to thrive and providing you with an unmatched client experience.

 

Chatbot Functionality Allows Team To Have Flexibility

Centric Consulting recommended and created complex chat and chatbot functionality to help offset many of the support requests that only needed simple responses and details. We expect to see many issues being resolved without the need of our teams, allowing for more flexibility in planning and innovation for our future.

Daniel Ramati, Product Team Owner, Southeast Toyota
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WEBINAR SERIES

Your Salesforce AI Trail Guide

Lost in the Salesforce AI wilderness? Don’t let confusion about Einstein, Agentforce, and data readiness keep you from competitive advantages. Join our three-part webinar trail series to get AI-ready and ROI-focused.

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An Excellent Partner To Work With

Centric has always been and continues to be an excellent partner to work with. They go above and beyond to work collaboratively with our team on every project with respect and patience. On our most recent projects, they were able to troubleshoot and solution on critical issues with little time. They worked within narrow guidelines when there wasn’t a lot of information available and managed to produce great outcomes. Centric always does a great job of walking us through processes, step by step and minimizing risks when they can. They are always up for the challenge and willing to put in the extra time needed to get the job done right. Centric continues to be a valued relationship!

Financial Services

Salesforce Consulting and Beyond

We realize that implementing Salesforce and advancing its capabilities may require evolving other areas of your organization, and we offer services to support you 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.

Latest Insights

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Our Salesforce FAQs

 

What specific Salesforce solutions do you specialize in?
Centric Consulting has four Salesforce solution areas of specialty. Salesforce Enablement includes performing assessments, platform enablement, increasing scale and engagement, cross-platform data management, and establishing best practices. Salesforce Platform-as-a-Service includes implementation, re-implementation, managed services, and custom development. Strategy, Vision and Governance includes vision and strategy creation, the development of a center of excellence, CRM and marketing automation maturity models, capability and capacity maps, and short- and long-term roadmaps. , Integration Expertise includes industry-specific and proprietary tool integrations, AI integration, cloud data storage, engineering solutions, process development, and data governance and hygiene.

How do you approach the integration of Salesforce with existing systems?
Our Salesforce consulting experts advise on the most beneficial ways to connect Salesforce with your current systems so you not only gain the use and value of Salesforce, but also maximize it. Those connections include Salesforce integrations and APIs, MuleSoft, and other third-party integration solutions.

Can you provide examples of successful Salesforce implementations you have completed?
Yes, we can provide examples of successful Salesforce implementations. We recently worked with a multi-billion dollar, J.D. Power Award-winning automotive finance organization that needed to increase customer satisfaction and improve customer experience. We helped them adopt and implement Salesforce Marketing Cloud and integrate it with their current Salesforce Service Cloud instance to gain access to more customer data so the company could create a better onboarding experience for their clients.

What methodologies do you use for Salesforce implementation and re-implementation services?
For Salesforce implementation and re-implementation services, we have a flexible methodology meant to help with everything from simple initial implementations to complex, multi-cloud solutions. This approach includes assessing your current state, including your capabilities, technologies, business processes and requirements so we can build a roadmap. Then, we establish a foundation with future scalability in mind, shaping the implementation around your organization’s needs and priorities.

How do you handle data management and governance within Salesforce?
We’ve developed a Data Governance Accelerator, built directly in Salesforce’s AppExchange, to help our clients manage their Salesforce data. This accelerator enables users and admins to analyze and correct data more effectively, viewing record duplications and data errors in one fell swoop. We also provide expert Data Cloud consulting services, enabling you to build a secure data foundation for your AI initiatives with connections to Agentforce, GPT, Tableau, Informatica, and more.

What kind of support do you offer post-implementation for Salesforce solutions?
Beyond implementation, we can also help improve your organization’s engagement with Salesforce, ensuring your company is receiving value from your investment. In addition, we provide managed services to help maintain Salesforce for your organization. We can also help your organization grow in its use of Salesforce and help with the establishment of long-term roadmaps. If you have any questions about our services, please contact us.

How do you ensure the scalability and adaptability of Salesforce solutions for growing businesses?
We ensure the scalability and adaptability of Salesforce solutions by designing with your organization’s future scalability in mind, even before setting up the development environment. We start with a discovery phase that allows us to do thorough assessments of your current state. With this as your foundation, Salesforce will continue to work for your company in the long term, rather than acting as a short-term band-aid.

Generating New Customers With Data Visibility

Mike is a great partner. From our first meeting he jumped right in to understand our current environment. He met with the Team to discover our goals and was able to show us how to accomplish what we wanted in a very short period of time. He met with me, the lead, daily and with the larger team every few weeks to demonstrate the progress being made. I believe the work he did will enable Cornerstone to benefit from what is currently in Salesforce, use it as a tool to increase visibility to our data and enhance our ability to generate new customers.

Financial Services

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