Salesforce Consulting Services Salesforce Solutions That Drive Real Business Impact The pressure to modernize operations, unify customer data, and deliver measurable outcomes is intensifying across industries. While Salesforce provides a powerful platform, achieving real impact depends on choosing the right implementation partner.With deep industry expertise and a flexible delivery model, Protiviti’s Salesforce consulting services helps clients unlock rapid value from Salesforce investments – whether through agile implementations, managed services, or scalable innovation. Now is the time to act, as digital expectations and competitive pressures continue to rise.As a trusted Salesforce partner, we bring deep industry expertise, agile delivery, and a flexible model that ensures your investment delivers immediate and lasting value.Connect with Our Experts What’s Trending Now Join Protiviti at Dreamforce Protiviti is proud to return to Dreamforce 2025 as a Groundbreaker-level sponsor, bringing bold ideas, proven solutions, and deep Salesforce expertise to the heart of innovation. Come connect with our Salesforce experts at booth #304 and listen to Protiviti thought leaders at our two theater sessions. Learn More From Models to Market: Agentforce and the Future of Enterprise AI Recently, the Protiviti Salesforce team attended the NY World Tour Agentforce event which provided a vision for Agentforce. Salesforce’s Agentforce, first introduced last fall, is an AI application that allows companies to create and manage AI agents across the organization, orchestrating across both custom and out of the box workflows built on a Salesforce platform. Read more Salesforce and AI: Driving Smarter Business Decisions Protiviti can assist with leveraging artificial intelligence capabilities within Salesforce to build customer satisfaction, better forecasting and greater pipeline. Learn from Douglas Sellers, Managing Director, how we guide you through responsible implementation that protects your data and achieves your transformation and innovation goals. Watch video Our Salesforce Capabilities Automated Audit, Risk & Compliance with Agentforce Financial Services Transformation Revenue Management & Cost Optimization Public Sector Transformation Powerful Insights with Tableau Automated Audit, Risk & Compliance with Agentforce Provide accelerated pre-deployable agents, focusing on custom configuration and scalable customizationLeverage enterprise-wide data for recommendations and personalized experiences through Salesforce's Data CloudUtilize AI capabilities to optimize business processes and deliver immediate ROIAutomate your risk and compliance analytics Financial Services Transformation Maximize AUM and relationship management with Financial Services CloudCurate bespoke prospect and customer journeys with Data Cloud and Marketing CloudOptimize front-, middle- and back-office operations and processes with AgentforceImprove customer experience with Financial Services Cloud and Service Cloud Revenue Management & Cost Optimization CRM and ERP integrationStreamline your business processes and unify your customer dataOptimize your supply chainImprove your field service Public Sector Transformation Drive donations and manage operations with Nonprofit CloudUnite student services and enhance outreach with Education Cloud CRM and Marketing CloudEnhance citizen engagement and service delivery with Government Cloud and AgentforceOptimize revenue and improve customer experience with Revenue Cloud and Service Cloud for Transit Authority Powerful Insights with Tableau Utilize a dashboard for financial consolidation and reporting supportFraud detection and risk monitoring for cyber security threatsAlteryx conversion with Tableau Pulse/NEXT for CDOExplore KPIs across your organization Partnership Highlights Pro Legal Briefcase Summit Tier Partner Recognized at the highest level in the Salesforce Consulting Partner Program Pro Briefcase 3,000+ Certified Experts Access to a global network of Salesforce-certified professionals through Robert Half Pro Document Files 250+ Projects Delivered Proven track record across industries with high client satisfaction (4.8/5 rating) Trusted Salesforce Partner As a Summit-tier Salesforce Consulting Partner with over 250 successful projects and 200+ certifications, Protiviti delivers agile, industry-tailored solutions backed by deep expertise, a global team, and a flexible delivery model to help clients realize rapid value and long-term success. Client Credentials 40%TIME SAVEDBy leveraging our Salesforce consulting services, Protiviti enabled a tech education firm to cut manual tasks nearly in half with CPQ and automation30%FEWER REPORTING ERRORSProtiviti’s Salesforce consulting services helped a healthcare CFO reduce financial reporting errors through integrated dashboards15%REVENUE GROWTHThrough our Salesforce consulting services, Protiviti supported a transit authority in optimizing quoting and service delivery with Revenue Cloud Featured insights and client stories CLIENT STORY Financial lender and co-op owner get a fresh start with an integrated CRM solution 5 min read The impending retirements of two key executives would constitute a significant disruption for any enterprise. It’s even more disruptive when the business’s legacy customer relationship management (CRM) system was home-built by the departing CIO, and... BLOG From Models to Market: Agentforce and the Future of Enterprise AI 4 min read Recently, the Protiviti Salesforce team attended the NY World Tour Agentforce event which provided a vision for Agentforce. Salesforce’s Agentforce, first introduced last fall, is an AI application that allows companies to create and manage AI agents... CLIENT STORY Hot Ticket: Contract Automation Provides Global Theme Park Company with Fast Pass to Dynamic Pricing 3 min read Keeping complex contracts current poses a significant challenge for many companies. For one global theme park operator it required a five-member team working fulltime to stay up-to-date on pricing adjustments for the company’s sales channel partners.... Previous Article Pagination Next Article Leadership Douglas Sellers Douglas is a Managing Director within Protiviti’s Software Services (PSS) group based out of Chicago. For the past 22 years he has been helping clients innovate, create, and realize value by blending business with technology through software development. Doug has deep ... Learn More Matt Richards Matt is a Managing Director in Protiviti’s technology consulting business platform transformation practice with experience in financials and supply chain technology, benefits, talent management, time and labor and expense management solutions. Prior to joining Protiviti ... Learn More David Deitch David Deitch is a Managing Director currently leading the Global Salesforce practice. He has over 15 years of experience, a Member of Salesforce’s Financial Services Partner Advisory Board as well named in 2025s Who’s Who in America for Consulting. Learn More Ryan Eichenlaub A seasoned technology leader with over 15 years of experience delivering large, complex Salesforce implementations, Ryan Eichenlaub is a Managing Director at Protiviti specializing in Sales and Service Cloud solutions. He also drives Protiviti’s emerging Salesforce ... Learn More Frequently Asked Questions What are Salesforce consulting services, and how can they benefit my business? + Salesforce consulting services encompass expert guidance and tailored solutions to help businesses maximize the value of their Salesforce platform. At Protiviti, we provide strategic advice, agile implementations, and ongoing support to ensure your Salesforce investment drives measurable outcomes, such as improved customer engagement, streamlined operations, and enhanced data insights. Why should I choose Protiviti for Salesforce consulting services? + Protiviti stands out as a trusted Salesforce partner due to our deep industry expertise, flexible delivery model, and proven track record of success. Our Salesforce consulting services are designed to align with your unique business needs, ensuring rapid value realization and scalable innovation. Whether you need implementation, optimization, or managed services, we deliver impactful results. Can Protiviti help with ongoing management of Salesforce solutions? + Yes, Protiviti offers managed services as part of our Salesforce consulting services. From system maintenance and updates to user support and performance optimization, our team ensures that your Salesforce solutions continue to deliver value over time. With Protiviti’s expertise, you can focus on strategic initiatives while we handle day-to-day operations. How does Protiviti approach Salesforce implementation? + Our Salesforce consulting services leverage an agile implementation methodology that prioritizes collaboration, customization, and speed. Protiviti works closely with your team to understand your goals, configure Salesforce to meet your needs, and ensure seamless integration with existing systems. This approach enables your organization to quickly unlock the full potential of the Salesforce platform.
