Salesforce Consultancy Services

Implementation and Optimization By Certified Admins

We’ll take your Salesforce platform to the next level with our unbeatable industry expertise — no matter where you’re at in your journey.

Trusted by thousands of businesses worldwide.

Explore our Salesforce advisory services

Salesforce Managed Services

Your EBQ administration team runs your instance on your behalf while providing valuable insight into industry best practices and strategic direction.

Starting at $5,000/month, our certified experts have experience in a variety of industries and can customize your platform based on the unique challenges and needs of your business.

Salesforce Implementation Partners

Integrating Salesforce into your business workflow can be confusing and time-consuming. With certified experts, you can get started with your platform on the right foot.

We guide your team through implementation step by step, provide documentation on our process, and can help you migrate from your legacy CRM to Salesforce.

We offer three pricing tiers:

Quickstart: Hit the ground running within 30 days
Jumpstart: Get started in Salesforce in 30 days
Headstart: Set up your instance properly in 60 days

Salesforce Marketing Cloud Consultant

Connecting with your audience has never been easier with our all-inclusive marketing team. We’ll reach the right people at the right channel and the right team.

We provide a full team of Content Writers, Visual Designers, Web Developers, Marketing Automation Experts, Paid Ads Specialists, and Marketing Project Managers to forge stronger relationships with your audience.

Salesforce Custom Quote Solution

We tailor Salesforce to integrate with your business seamlessly — taking the guesswork out for you. For an accurate quote, contact one of our Revenue Consultants to learn more.

What our Salesforce Consulting Services include

Certified Consultants

With over a decade of industry experience providing strategic guidance, you can be confident we’ll help you implement and manage your Salesforce instance successfully.

Project Managers

Our management system ensures that all your specialists are aligned with the overall goals of your company and are completing their tasks efficiently.

A Maximized Platform

We empower organizations to get more value out of their investment in Salesforce tools. Get full utility from the platform, improve your CRM workflow, and increase user adoption.

Why hire a Salesforce consultant?

You lack Salesforce expertise

Optimize your Salesforce architecture under expert guidance.

A robust tool requires an expert team to properly set up, run, and maximize your Salesforce utility. Our certified Salesforce admins are trained to adapt your business workflows and integrate your tool seamlessly with your organization. We’ll also train your team to get them up to speed with Salesforce.

You don’t have the time to maintain your instance

Maximum impact with minimal work.

Salesforce is a robust tool, so experts should be running your instance. Our Salesforce experts help you stay up to date with Salesforce’s latest updates and proactively look for ways to improve your architecture.

You want to migrate to Salesforce

Map over data without the headache.

Cleaning up, exporting, reimporting, and recalibrating data is tedious. Let us implement Salesforce for you in as little time as 30 days. Plus, we’ll record every meeting for your future reference.

Your user adoption rate is low

Fully utilize your Salesforce platform from day one.

Salesforce is quite an investment for your organization, so of course you’ll want your entire organization to maximize the instance immediately. Our Salesforce admins work with you to create intuitive dashboards and report layouts to empower your team to use Salesforce.

Your overall productivity is low

Automate manual workflows.

Busy work often leads to lower productivity and frustration. Our Salesforce consultants can help automate tedious tasks to empower your team to do what they do best: making your customers happy.

Our certified experts have experience in every major Salesforce product

As a cross-platform partner, our Salesforce consultants have specialized expertise for your platform and can help you get full value from all your Salesforce products.

Sales Cloud

From optimizing your platform architecture to building custom views and dashboards, our certified experts help you ensure maximum functionality and improve workflows to increase sales velocity.

Nonprofit Cloud

With extensive experience implementing the Nonprofit Success Pack, we can help you improve constituent management, integrate other nonprofit tools, and build a CRM solution tailored to your needs.

Service Cloud

We configure your Service Cloud org to help you decrease customer wait times. We provide best practices on case management, queues and routing, and more.

Experience Cloud

Create CRM-powered experiences for customers, partners, and employees with the help of our certified experts. We integrate CRM data to streamline business processes with personalized communities, portals, and more.

CPQ
(Configure, Price, Quote Software)

With our help, you can provide accurate sales quotes and tailor-made solutions to your prospects based on their unique pain points. We help create custom bundles, custom pricing structures, and renewal offers.

Field Service
(formerly known as Field Service Lightning)

Our team empowers your field operators to make real-time updates on their job sites with Salesforce’s Field Service tool. We help streamline your scheduling and dispatch workflow and inventory management.

+ more

Managed Service Hours

0 M

Clients Suported

Saved by Automations

$ 0 M

Discover Our Certified Salesforce Consultants’ Impact

EBQ + Good Shepherd Center

EBQ helps Good Shepherd Center seamlessly migrate to Salesforce from a legacy platform.

EBQ + Columbia Insurance Group

EBQ’s on-site training enables Columbia Insurance Group to increase user adoption and productivity.

We achieved the goal of having a workable CRM that is making an impact in our company today, and I attribute that to working with EBQ. On the sales side, it has made a tremendous difference in the effectiveness of our team on the field and in the higher level quality of accounts that we have on the horizon.

Jim BarlarVice President of Business Development, MD Revolution (formerly NavCare)

All in all there were so many reasons to love this team that go well beyond the scope of work. They did everything right. From where I’m sitting, it was money well spent and then some.

Carol Ann ThomasMarketing Manager, Opus

EBQ met every expectation I had as a customer. I want to feel like I’m the only customer that matters, and that’s how we’ve been treated. They were timely with their responses, met our deadlines, and provided an overall very positive experience.

Jane BirnbachSenior Development Director, Good Shepherd Center

Our main challenge was our limited knowledge of the Salesforce platform. EBQ helped fill those gaps.

Matthew WrightAdministration and Accounting Director, Chesapeake Church

The EBQ team has been very flexible and very responsive. The best part is that we’ve been together for so long that they now understand how we think on the fly. They appreciate and respect that things can change drastically as we get new information. They’re always in a place of acceptance, care, and willingness to let us puzzle through things and riff off the top of our heads about what might be the possibility. And they’re ok with that! That has been a strong suit and such a big help.

Deborah LuckettAssociate Executive Director, ASSET Inc

FAQs

What is Salesforce Consulting and why do I need it?

Salesforce consulting enables your organization to fully optimize your platform using third-party assistance. Outsourcing your Salesforce administration allows you to learn from the consulting firm’s years of experience and their proven processes. We’ll address all your issues and actively make suggestions on how to improve your overall architecture.

Do you have experience in my industry?

Over the past 18+ years, we’ve worked with thousands of organizations across all sizes and industries:

Business Management
Computer Software
Nonprofits
Fintech
Healthcare & Life Sciences
And more

Can you customize Salesforce to fit my needs?

Absolutely! We’ve been using Salesforce for over 15 years, so we understand how to manipulate the platform to suit your needs. We even offer Custom Quotes to those with complex Salesforce architecture.

Do you offer discounts and phased approaches for nonprofits?

We value the work you do for your community, so we do our best to accommodate budget constraints. We encourage you to reach out to see what we can do for you!

I have additional questions. Who should I contact?

We’re excited to hear from you! Please contact us by phone at (512) 637-9696 or by email at info@ebq.com.

Ready for Your Free Salesforce Services Consultation?

All of our administrators are certified and experienced in working with a wide range of industries. EBQ makes it easy for you to translate your unique business workflows into a customized Salesforce platform — no matter which Cloud your business invested in.

Ready to maximize your Salesforce ROI? Fill out the form with your information and one of our team members will reach out to you shortly.