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.
Dedicated experts for your Salesforce needs
With EBQ, you gain fully aligned Salesforce strategists who take the time to understand the nuances of your business, workflows, and overall goals. From day one, they align with your processes and priorities, ensuring every customization, integration, and optimization is tailored to your exact needs. This hands-on, personalized approach allows us to deliver impactful solutions that maximize your Salesforce investment.
Why hire a Salesforce consultant?
You lack Salesforce expertise
Optimize your Salesforce architecture under expert guidance.
A robust tool requires a professional 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 certified operators should be running your instance. Your assigned Salesforce professionals help you stay up to date with the platform’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 a significant investment for your organization, so it’s only natural to want your team to get the most out of it from day one. That’s why we assign specialized Salesforce admins who fully integrate with your team and processes to collaborate closely with you to design intuitive dashboards and customized report layouts that make it easier to engage with the platform confidently and effectively.
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.
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, your assigned Salesforce specialist brings cross-industry experience to tailor the platform to your business’s unique challenges and needs.
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.
In addition to your dedicated Salesforce pro, we provide a full digital marketing 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.
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What our Salesforce Consulting Services include
Dedicated Experts
With over a decade of strategic Salesforce experience, we assign a focused specialist who integrates with your team to ensure successful implementation and long-term management.
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.
Our certified experts have experience in every major Salesforce product
As a cross-platform partner, your Salesforce consultants bring specialized knowledge and know-how to help you maximize the value of every Salesforce product you use.
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.
Spiff from Salesforce
We create custom workflows that can automate even the most sophisticated sales commission process. By setting Spiff up correctly, your finance and sales team can align on how commissions were earned.
Salesforce Agentforce
We develop automated workflows to bolster your sales and customer service processes by providing AI-powered agents to answer frequently asked questions. Additionally, our certified experts develop intuitive guardrails for case escalations.
Marketing Cloud
Elevate your brand relationships with our Marketing Cloud consulting services. Engage prospects on their preferred channels — whether it’s through email or SMS.
Marketing Cloud Account Engagement
Partner with a certified Marketing Cloud Account Engagement (formerly known as Pardot) consultant to boost your Salesforce marketing automation ROI. Our Pardot strategy services include both implementation and marketing support.
Agentforce Education Cloud
EBQ’s Salesforce Agentforce services help teams unlock the full potential of AI-powered automation. From setup and integration to building intelligent agents, workflows, and data-driven actions, our certified experts optimize every layer of your platform.
Financial Services Cloud
EBQ’s Salesforce Financial Services Cloud services enable banks, lenders, and other financial institutions to get the most value from their platform.
Salesforce Data 360
EBQ’s Salesforce Data 360 (formally Data Cloud) services help enterprises get the most from their customer data foundation, delivering expert implementation, integrations, unified profiles, and AI-powered optimization.
Marketing Cloud Growth
EBQ’s Salesforce Marketing Cloud Growth services deliver more than just technical deployment. Act as your marketing team to execute initiatives, transforming the platform into an optimized campaign engine from day one.
Marketing Cloud Advanced
EBQ’s Salesforce Marketing Cloud Advanced services help enterprise marketing teams maximize the potential of their platform. We combine strategic expertise with hands-on execution to implement, integrate, and optimize Salesforce for sophisticated multichannel campaigns.
Tableau
We build interactive dashboards and data pipelines that turn your raw Salesforce data into clear, actionable insights. By configuring Tableau to surface the right metrics for the right teams, your leadership and operations can make faster, more confident decisions.
Salesforce Education Cloud
EBQ’s Salesforce Education Cloud services help educational institutions harness the full power of their Salesforce platform, combining AI-driven CRM capabilities with next-gen student information systems. Our certified experts streamline workflows, unify data, and provide actionable insights at every stage of the student and staff journey.
Marketing Cloud Next
We design intelligent, AI-powered customer journeys that reach the right audience at exactly the right moment. By implementing Marketing Cloud Next with your CRM data at the center, your marketing team can personalize campaigns at scale and measure every touchpoint from first click to closed deal.
Managed Service Hours
Clients Suported
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Discover Our Certified Salesforce Consultants’ Impact
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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
No matter your industry, your assigned Salesforce strategists are backed by a proven onboarding process that helps them quickly get up to speed on your business and market, allowing them to understand your unique challenges and start contributing value right out of the gate.
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.
By submitting this form, you are consenting to being contacted by our sales and marketing teams via the email address and phone number provided. You may opt out at any time. We will not sell or distribute your email address to any third party at any time. View our Privacy Policy for more information.