What Are Salesforce Consulting Services?

Salesforce consultants study your business requirements and current processes to develop unique solutions that power digital transformation and business growth.

As Chicago’s top Salesforce consulting firm, PTP offers a comprehensive suite of Salesforce integration services to empower your business with the full potential of this industry-leading CRM platform:

Develop customized web & mobile apps to boost connectivity

Improve customer relations with Sales & Service Cloud implementations

Make seamless Salesforce integrations with your current tech stack

Key Outcomes:

Boost sales by over 10%

Reduce phone call costs by 50%

Connect 100+ stores across a franchise

How Do Salesforce Consultants Help Businesses?

Salesforce consultants help deliver ROI in the form of:

Boosted sales

Improved tracking and customer retention rates

Lower Amazon integration costs

Enhanced forecasting accuracy

Salesforce Implementations

Ongoing Support

Application Integrations

Consulting

Training & Enablement

Custom App Development

What Should I Expect from a Salesforce Implementation Partner?

Through PTP’s Salesforce implementation services, our consultants study clients’ business requirements and current processes to develop unique, customized solutions.

Long-term partnership with a trusted provider, equipped with the latest tech and business expertise

Customized solutions based on your business needs, for whatever stage of digital transformation you’re at

AI-first approach that mitigates risk via best security and governance practices

Common Challenges with Salesforce Implementation

Key Problems We Solve:

Integration Complexity: Salesforce isn’t plug-and-play. Not taking the right steps toward integration can cause overcomplicated workflows, poor data migration, and misaligned configurations.

Training Gaps: If teams aren’t on the same page about Salesforce use, it can cause incomplete data entry and perpetuate an overall resistance to change and innovation.

Data Quality & Management: Poor data quality can lead to duplicate or incomplete records, inaccurate customer information, and inconsistent data formats—all of which can severely limit Salesforce ROI.

How PTP Solves This:

Seamless Integration: We work with your existing tech stack—no matter how minimal or complex.

Ongoing Support: We’re more than a one-and-done service; we make sure you get the results you desire.

Data Maintenance & Expertise: As an IT staffing firm, we have the consultants with the right expertise to make your data work for you.

Build What’s Next with DevOps

Why Partner with a Salesforce Consulting Firm?

Salesforce customization services: Salesforce consultants know how to customize the platform for your unique business needs and workflows, so you get the biggest ROI possible.

Salesforce AI consulting: Salesforce consultants can help your business get the most out of the latest in AI technology, including agentic AI and its growing role in sales and marketing.

Salesforce managed services: Partnering with a Salesforce managed service provider (MSP) allows your business to reap the benefits of the platform without burning out your internal teams.

What Does the Future of Salesforce Consulting Look Like?

AI-assisted sales planning: Salesforce reports that 91% of sales pros say AI benefits sales planning. The platform is more than AI-ready—it’s considered a must-have for organizations ready to improve customer reach as efficiently as possible.

AI agents assisting top sales reps: High performers are 1.4x more likely than underperformers to use agents for coaching, according to Salesforce. Consultants can help equip reps with agents to optimize the whole process and reduce sales rep burnout.

Unifying tech stacks: Salesforce reports that 42% of sales reps are overwhelmed by too many tools. Salesforce consulting breaks down silos and keeps operations focused on what moves the needle.

Peterson Technology Partners is an AI-first tech company with 28+ years of delivering cutting-edge IT solutions, including Salesforce customization and integration. We have a pool of Salesforce experts versed in the latest trends in digital transformation, so we deliver high-quality solutions fast.

Industries

Which Businesses Need Salesforce Consulting Services?

IT & Technology

Finance

Retail

Hospitality

Healthcare

eCommerce

PTP Client Success Stories

See how PTP has helped organizations solve their CRM challenges with Salesforce expertise.

Implementing Sales Cloud to Track Opportunity

A major US-based wholesaler needed support in managing sales and contact repositories across multiple markets. By configuring Sales Cloud systems to track sales opportunities to specific accounts, PTP helped them improve their reach, access more real-time information, and ultimately boost sales by 10%.

Implementing Service Cloud for Customer Support

A major U.S. based wholesaler needed support in managing customer service calls for 100+ stores. We had to implement and customize Salesforce and Service Cloud to track customer calls, provide automated responses, and take orders. We were able to boost sales by 3%, reduce call times by 20%, and reduce costs by 30%.

Streamlining School Bus Services with Salesforce Sales Cloud

A prominent school bus service provider in North America, which carries approximately five million students daily, faced challenges with manual lead tracking, fragmented account data, and a lack of unified opportunity management. By implementing Salesforce Sales Cloud for lead and opportunity tracking, their lead conversion rate surged by 25%.

Developing Internal Mobile App to Unify Workers

A manufacturing company needed a way to connect HQ staff and over 50,000 frontline employees, while improving productivity, engagement, and communication flow. PTP achieved this, including a 5–10% boost in productivity with the help of a unified mobile app equipped with efficient communication channels and AI chat services.

Technologies

Tech Stack Expertise

Front End

React

Vue.js

Angular

HTML5

CSS3

TypeScript

Back End

Node.js

Java

Python

PHP

Ruby on Rails

Mobile

iOS (Swift)

Android (Kotlin)

React Native

Flutter

Tools

Git

Docker

Figma

AWS

Firebase

REST APIs

Salesforce Implementations

On-Going Support

Application Integrations

Consulting

Salesforce Training & Technical Support Services

Training & Enablement

Custom App Development

Why Choose PTP?

PTP is an AI-first consulting company with nearly three decades of expertise. Our consultants have helped enterprises large and small maximize their Salesforce ROI.

28+ Years in IT

AI-First Delivery Model

Enterprise Salesforce Experts

Fortune 500 Experience

Book a Salesforce Consulting Consultation Call

Partner with Peterson Technology Partners to streamline Salesforce implementation, enhance CRM performance, and accelerate digital transformation. Fill out the form, and our Salesforce consultants will contact you to discuss your requirements.

Frequently Asked Questions

Can Salesforce integrate with ERP, SAP, or HubSpot?

Yes, Salesforce can integrate with ERP, SAP, HubSpot, and other common tools in your tech stack. Cloud tools are especially compatible with Salesforce, though users can connect with on-prem systems with additional tools like SAP Cloud Connector.

No matter the integration, it is important to follow the right steps to avoid over-complications and security risks, which is why we recommend partnering with a Salesforce integration partner like PTP.

Can Salesforce be customized for specific business workflows?

Yes, Salesforce can be customized for specific business workflows. This may include:

Custom fields

User roles

Page layouts

Workflows

Salesforce can also be customized by integrating the solution with third-party systems, though the safest bet is probably working with a Salesforce consulting partner to ensure optimized ROI and security.

How does my company get started with Salesforce consulting services?

If your company is curious about working with a Salesforce consultant, the first step is to research a selection of tech consulting firms to find the best fit.

Getting started is easy with Peterson Technology Partners. Book a consultation with us, and we’ll discuss your business needs, challenges, and goals. From there, we’ll develop a tailored consulting plan to help you achieve your goals with Salesforce!

Do we need prior Salesforce experience to benefit from Salesforce consulting services?

No, you do not necessarily need prior experience with Salesforce to benefit from consulting services.

The best Salesforce consulting services are designed to assist organizations at various stages of their Salesforce journey, whether they are entirely new to the platform or looking to optimize an existing implementation.

How much does Salesforce implementation cost?

The right IT consulting firm will be transparent with their pricing, and tailor pricing to your specific needs and project scope.

PTP offers competitive rates for implementation, customization, training, and ongoing support, ensuring you get maximum value from your investment in Salesforce.

How do you choose the best Salesforce consulting firm for your company?

Look for a consulting firm that offers personalized and collaborative Salesforce consulting. Ideally, the partnership will be long-term, and you want consultants who take the time to understand your unique business needs and provide tailored solutions.