Salesforce Consulting Services Maximize the value of your Salesforce investment We deliver end-to-end Salesforce solutions, including strategy, assessment, development, migration, implementation, customization, security, and managed and COE support for Salesforce implementations.Our partnership with Salesforce and our certified experts can optimize your Salesforce investment with customized solutions designed to meet your specific requirements and business objectives. What’s Trending Now Protiviti is helping organizations navigate the rapidly evolving tech landscape with our Salesforce consulting services. We recommend these resources: Pro Legal Briefcase Learn more! Leverage Salesforce to Accelerate Digital Transformation Pro Briefcase Client Story: Global healthcare professional organization gains flexibility through digital transformation Pro Document Files Check it out! Protiviti Salesforce AppExchange Listing Pro Document Stack Client Story: Protiviti Implements an Integrated CRM Solution for a Leading Financial Lender and Co-Op Owner Pro Location Globe Insights Insights Our key Salesforce Consulting Solutions include: Planning and Implementation Create comprehensive roadmaps, communication, and change management plans while supporting product management documentation to be used throughout development, configuration, and deployment.Comprehensive roadmaps, communication, and change management plansStrategy and designConfiguration, development, and customization Application Development Build elegant, test-driven applications with our Salesforce Architects, developers, and administrators. Our team builds applications using Force.com development and customizes Salesforce by building native and hybrid apps for your organization’s Salesforce data.Digitize any business processEnhance employee efficiencySupport business growthStreamlined workflows Migration Whether your organization needs to migrate data from a legacy platform or wants to convert to the cloud, our experts can streamline your organization’s Salesforce migration from start to finish. Our experts create comprehensive roadmaps and support those with a detailed migration strategy. Learn more about our Salesforce Classic to Lightning Migration Journey.Comprehensive roadmapData migrationLegacy platform migrationsTransformation strategy Automation Our team can improve productivity and simplify the workplace utilizing native solutions as well as third-party tools from the Salesforce AppExchange. Our experts develop and implement business workflows that automate manual processes and extend Salesforce’s already powerful automation capabilities.Automate business processes with Salesforce native applications and the AppExchangeAutomation with third-party tools, i.e., NintexWorkflow development Integration By integrating systems with the Salesforce platform, your organization can provide stakeholders with a holistic view of your business, improve data accuracy, eliminate manual processes, and save time and money.Integrate business processesImprove data securityEliminate manual processes Managed Services Leverage our team of Salesforce-certified architects, developers, and administrators to provide ongoing support, quick enhancements, maintenance, and administration of your solution. Our structure provides an assigned Account Manager as your primary point of contact and access to an experienced team that is task-driven to address our client’s immediate needs. Our dedicated professionals understand every nuance of your Salesforce solution.Dedicated Salesforce architects, developers, and administrators on an as-needed basisOn-Demand support servicesDeveloper and integration servicesAnalytical servicesRelease and change servicesSalesforce troubleshooting and issue remediation Artificial Intelligence We partner with organizations to solve business challenges with cutting-edge Artificial Intelligence services that improve speed, enhance precision, and optimize customer experiences.StrategyGovernanceRoadmap Value and Operational Assessments Our business-driven approach is what separates us from other competitors in the market. Our end-to-end planning and solution design allow organizations to unlock capabilities necessary for a successful transformation and implementation down the road.Requirements gatheringFeatures and functionalityBusiness objectives alignment READY TO GET STARTED? Whether your organization is new to Salesforce or looking to optimize your Salesforce investment, our team can help! Schedule your introductory call with us today and see how we can help with: • Planning and implementation • Application development • Migration • Automation • Integration • Managed and on-demand services Schedule an Assessment Salesforce Partner As a certified Salesforce Partner, we deliver end-to-end business solutions, from initial discovery and design to development and delivery. Our expertise in Salesforce platform development, implementation, and integration provides modern, relevant, scalable solutions. 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. Over 2.7 million experienced professionals Flexible Delivery Capabilities with Our Managed Solutions Over 2.7 million experienced professionals at Robert Half support Protiviti’s core team of Salesforce consultants, operating globally. That means we can provide the experienced Salesforce skills you need fast, within budget, and with minimal to no travel costs. Read More Over 2.7 million experienced professionals 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 Bob Santos Bob is a Managing Director within our Professional Software Services Group based out of New York. For the past 20 plus years, he has been helping clients innovate, create, and realize value by bending business needs with technology. Bob is forward thinking, solution ... Learn More