A home dashboard for a customer profile containing key insights.

Expand visibility, deliver more value, and sustain strong relationships.

Lower costs, streamline operations, and wow clients with consulting Composable Storefronts.

Industry leaders enhance relationships and drive growth with Salesforce.

Deliver exceptional client value.

Use AI, real-time data, and automation to increase productivity, improve efficiency, and accelerate insight across every team.

Mobilize project teams quickly with better visibility into business resources.

A Slack channel to communicate with the team.

Reduce downtime for consultants between projects.

A dashboard for engagement performance.

Automate processes and free consultants to focus on service delivery and client value.

A sample conversation in Einstein.
A Slack channel to communicate with the team.
A dashboard for engagement performance.
A sample conversation in Einstein.

Unify collaboration across teams, groups, and clients.

Increase team productivity and unify the client experience with real-time remote collaboration.

Unite your company around a single, shared view of every client in one collaborative workspace.

A dashboard containing unified client profiles.

Empower clients to communicate and work with project teams in real time.

A Slack channel to collaborate live.

Increase employee engagement and streamline delivery by aligning workflows with key apps.

A sample conversation in Einstein.
A dashboard containing unified client profiles.
A Slack channel to collaborate live.
A sample conversation in Einstein.

Accelerate business growth and streamline performance.

Use AI and real-time data insights to deliver tailored value and manage your business opportunities.

Accurately manage and forecast revenue growth and opportunities.

A dashboard containing graphical representation of key metrics.

Empower teams with rich insights built on a single, complete view of the client.

A Slack channel to collaborate live.

Create personalized experiences that wow clients and sustain lasting relationships.

A journeys dashboard highlighting intent-based purchase journey.
A dashboard containing graphical representation of key metrics.
A Slack channel to collaborate live.
A journeys dashboard highlighting intent-based purchase journey.

Salesforce for consulting FAQ

Customer relationship management (CRM) is a system that provides consulting firms a way to manage their client interactions across sales, customer service, and marketing, as a means to stay connected, streamline processes, and improve profitability.

As a consultant, having a CRM can be highly beneficial to keep all your client details, interactions, and history in one place; track emails, calls, and meetings to ensure consistent and professional communication; manage your tasks efficiently; and gain insights from your data.

CRM solutions provide firms with a 360-degree, unified client profile to deliver a best-in-class client experience with proactive, data-driven guidance. Shift focus to high-value activities by streamlining operations with automation and AI, and drive innovative growth grounded in new technology.

How well does the CRM integrate with my existing software? What security measures are in place to protect my company data? Can the CRM be customized to fit my business processes? Can the CRM scale with my business? What do current users say about the CRM in reviews and testimonials?

Salesforce CRM solutions start at $25 USD per user per month for our Starter Suite for small consulting businesses and varies based on the specific solutions you need. Our team will build a quote based on your unique needs.

Establish clear, measurable goals for the implementation. Build a robust plan for data migration and security. Be clear on the use cases. Conduct rigorous testing and comprehensive training for users.