Salesforce Consulting Services

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Salesforce products provide leading Customer Relationship Management (CRM), Customer Service, Marketing Automation, and Application Development solutions that Centric can help you make the best use of for your specific business needs.

Implementing Salesforce effectively for your organization requires advancing your current usage to maximize the platform’s benefits and leverage new product releases.  Therefore, it is crucial to assess your Salesforce instances to review your technical implementation, business usage and licenses.

It’s important to ensure you are also going beyond the platform to include people and processes by aligning your Salesforce sales, service and marketing tools with best practices and industry experience.  This drives meaningful interactions and better business outcomes from seamlessly connecting customers, partners and employees.

Salesforce Consulting and Beyond

Our full-service consulting firm recognizes that for implementation of Salesforce or a desire to advance your capabilities with Salesforce, there may be the need for evolution in other areas such as Organizational Change Management, Process Improvement and Data and Analytics. We have certified and seasoned consultants who work alongside our Salesforce technologists to ensure optimal business success.

  • People and Change – assisting your business and technology transformations through strong people alignment and preparation, including the successful roll-out, adoption and use of Salesforce.
  • Operational Excellence – defining and implementing processes that are the key mechanism to deliver businesses value from your Salesforce implementation.
  • Data and Analytics – assistance in transforming your data, from Salesforce and other sources across your organization, into information that accelerates business insight, ensures operational excellence and gives you a competitive advantage.

Salesforce Consulting Work We Do

Network Of Tech Centric Consulting


We partner with you to understand your needs and requirements during any Salesforce implementation, no matter the size or scope. We’ll help you install, configure, and integrate your Salesforce products and customize them to your unique business needs.

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Often the Salesforce platform’s capabilities are not fully utilized, the technical set up is not up to date and users not highly engaged. Our simple Salesforce assessment can help your organization optimize Salesforce to increase the value it provides  to your organization.

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Delivery & Execution

Many businesses are hindered by ineffective implementation, lack of technical and operational support.  Our Project and Managed Services can help you refocus on your core business.  Assessments of your technical implementation, business usage and licensing can help to identify areas for improvement.

Centric Cross-Cloud Integrations


Salesforce’s value increases with its integration and its sharing of data across your enterprise. These integrations can be with other Salesforce Cloud products, or with other internal tools, platforms and data stores.  We can simplify integration of non-Salesforce ecosystem tools and deliver innovative, custom solutions using existing enterprise service bus (ESB) software you may have like MuleSoft, third-party platforms, or develop solutions specific to your needs.