Top 10 Salesforce Consultants in Miami

Finding the right Salesforce consultants Miami businesses can trust isn’t just about technical expertise—it’s about finding partners who understand your local market dynamics and can deliver transformative CRM solutions that drive real business growth.

Whether you’re a growing startup in Wynwood or an established enterprise in Brickell, choosing the best Salesforce consultant Miami has to offer can make the difference between a successful digital transformation and a costly implementation failure.

Miami’s vibrant business ecosystem demands consultant CRM Salesforce Miami specialists who can navigate everything from bilingual customer bases to complex compliance requirements across industries like real estate, healthcare, finance, and international trade.

How Do Miami’s Top Salesforce Consultants Stand Out?

Miami is fast becoming a digital powerhouse in the Southeast U.S., with key industries like real estate, tourism, logistics, healthcare, and finance increasingly turning to Salesforce to scale operations. 

The city’s unique position as a gateway to Latin America creates distinct requirements that set Miami’s Salesforce consultant partner Miami firms apart from their counterparts in other markets.

These consultants excel because they understand Miami’s bilingual business environment, international compliance requirements, and the fast-paced nature of South Florida commerce. 

They’ve developed specialized solutions for industries that thrive in Miami—from hospitality and tourism to international trade and real estate development.

The best consultant Salesforce Miami firms combine technical expertise with cultural competence, offering services in both English and Spanish while maintaining deep knowledge of regulations that affect businesses operating between the U.S. and Latin American markets.

Best and Top 10 Salesforce Consultants Miami

Miami has some of the best Salesforce consultants who offer expert guidance for businesses of all sizes. Below, we’ve listed the top 10  Salesforce consultants Miami with their services, specialties, and key details to help you choose the right partner.

1. Folio3
2. Axis Consulting
3. Bkonect
4. KeyNode Solutions
5. Cloudsquare
6. GetGenerative.ai
7. SkyPlanner
8. Fast Cloud Consulting
9. Zen Cloud Technologies

Folio3

Company Overview and Market Position

Folio3 is a California-based technology consulting firm with employees across the United States, Canada, Mexico, Pakistan, the UAE, and the UK, specializing in helping entrepreneurs and large corporations build innovative, world-class software solutions.

As a certified Salesforce MSP and Consulting Partner, Folio3 brings enterprise-level expertise to businesses of all sizes.

• Company Size: 400+ engineers and consultants
• Founded: Not specified, but serving clients for 15+ years in ERP/CRM implementation
• Headquarters: California, USA, with a global presence

Overview of Services and Key Features

Folio3 offers a full range of Salesforce services to optimize business operations, from consulting and implementation to customization, integration, and AI-powered solutions.

Their comprehensive approach covers Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Data Cloud implementations.

The company’s key differentiators include expertise spanning multiple industries like Manufacturing, Technology, Agriculture, Healthcare, and Financial Services.

They’ve developed over 16,000 applications and specialize in integrating Salesforce with any out-of-the-box solution while providing custom development within the Salesforce ecosystem.

Salesforce Value and Certifications

• Certified Professionals: 9 certified experts holding qualifying Salesforce certifications
• Salesforce Value Delivered: Multi-cloud expertise with demonstrated success in complex org merges, workflow development, and AI integration, including Agentforce and Einstein capabilities

Client Feedback and International Reach

Client testimonial:

“We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand.”

• AppExchange Rating: Listed on AppExchange as a certified implementation partner
• International Availability: 6 countries including the United States, Canada, Mexico, Pakistan, the UAE, and the United Kingdom

Axis Consulting

Company Overview and Expertise

Axis Consulting is a technology consulting company that specializes in improving productivity by utilizing the power of technology to create automation, with over 10 years of experience focused on delivering value and results to clients.

Based in Miami, they offer a one-stop-shop solution for businesses seeking comprehensive technology transformation.

• Company Size: Small to medium consulting firm
• Founded: Over 10 years of operation
• Headquarters: Miami, Florida

Service Portfolio and Specializations

Axis Consulting provides end-to-end Salesforce implementation services, from initial setup to custom development and third-party integrations.

Their approach emphasizes making Salesforce work for each unique business, whether clients are new to the platform or looking to optimize existing setups.

Key service areas include process automation using Flows and Apex, custom development, pipeline management, and workflow automation.

They work with numerous AppExchange partners and offer integration with popular business tools and applications.

Professional Certifications and Value Delivery

• Certified Professionals: 1 certified expert holding qualifying Salesforce certifications
• Salesforce Value Delivered: Focus on avoiding implementation pitfalls through professional alignment and providing ongoing support from certified administrators and developers

Client Experience and Market Reach

Client feedback includes:

“Boris and his team exceeded our expectations. Their expertise in Salesforce implementation and CRM optimization transformed the way we manage leads and track customer data. The implementation was seamless, and we’ve seen a noticeable increase in productivity and sales.”

• AppExchange Rating: Listed on AppExchange as a consulting partner
• International Availability: Primarily serves the United States market with a focus on Miami and South Florida region

Bkonect

Boutique Consulting Approach

Bkonect, based in North Miami, is a boutique Salesforce consultancy catering primarily to B2B SaaS companies.

Established in 2017, seasoned Salesforce developers lead it and operate on a flexible monthly retainer model.

The company specializes in understanding Miami’s fast-paced, diverse, and competitive business environment.

• Company Size: 11 total employees
• Founded: 2017
• Headquarters: North Miami, Florida, USA

Service Excellence and Technical Capabilities

Bkonect provides end-to-end development, support, and consulting services, ensuring clients get the best out of Salesforce.

Their cloud solutions include: Sales Cloud, Service Cloud, Marketing Cloud & Pardot, Field Service Management, Financial Services Cloud, Experience Cloud, and CRM Analytics with AI Einstein capabilities.

Expert services include strategic consulting and roadmap planning, enterprise application architecture, custom Salesforce development, Lightning migration, data migration, and automated DevOps & CI/CD pipelines.

Certification Excellence and Specialization

• Certified Professionals: 7 certified experts holding qualifying Salesforce certifications
• Salesforce Value Delivered: Specialization in B2B SaaS with proven solutions helping companies manage and achieve complete visibility on revenue, forecast, and growth speed

Client Success and Global Presence

Bkonect maintains a 5-star rating on Salesforce AppExchange and has established itself as a trusted partner for businesses ranging from startups to large enterprises.

• AppExchange Rating: 5-star rating on Salesforce AppExchange
• International Availability: Primarily serves the North American market with headquarters in Miami, enabling bilingual service delivery

KeyNode Solutions

Miami-Focused Excellence

KeyNode Solutions is a comprehensive Salesforce Consulting Partner serving businesses in Miami, Ft Lauderdale, and the surrounding area, with experienced certified Salesforce consultants who possess a tremendous wealth of business and technology experience.

They’ve built their reputation as the go-to Salesforce implementation partner in the Miami metropolitan area.

• Company Size: Mid-size consulting firm
• Founded: Not specified
• Headquarters: Miami, Florida (serving Miami and Fort Lauderdale areas)

Comprehensive Service Approach

KeyNode Solutions is an experienced Miami Salesforce consultant helping businesses use Salesforce’s #1 CRM to increase productivity and maximize revenue through integration, customization, strategic advice, and a full-service approach customized to business needs.

Their services extend beyond implementation to include enhancement management, troubleshooting, strategic advice, and daily support.

The company takes pride in making Salesforce understandable, easy to use, and efficient for every client.

Training and Support Excellence

• Certified Professionals: Team of certified Salesforce consultants (specific number not disclosed)
• Salesforce Value Delivered: Customized database solutions meeting both customer and inventory needs with quick response times and a friendly service approach

Client Testimonials and Service Area

Client feedback:

“KeyNode worked with the staff to customize a database that met both customer and inventory needs. They were friendly, easy to work with, and very quick to respond to our questions.”

• AppExchange Rating: Not specifically listed, but maintains a strong local reputation
• International Availability: Serves Miami-Dade, Broward, and Palm Beach counties with potential for broader Florida coverage

Cloudsquare

Strategic Partnership Focus

Being a Salesforce partner and CRM consultant with a Miami office, Cloudsquare is dedicated to offering complete support and maintenance services to assist in the success of Salesforce. Their approach emphasizes long-term partnerships without requiring long-term commitments from clients.

• Company Size: Medium-sized consulting firm
• Founded: Not specified
• Headquarters: Multiple locations, including the Miami, Florida office

Service Philosophy and Capabilities

Cloudsquare’s methodology centers on providing complete support and maintenance services through knowledgeable Salesforce developers and specialists.

They offer both QuickStart implementations and multi-cloud implementations, helping transform existing Salesforce implementations alongside re-engineered business processes.

Their expertise includes helping organizations realize higher return on investment with current Salesforce implementations while increasing usability, functionality, and user adoption rates.

Professional Excellence and Client Success

• Certified Professionals: Team of knowledgeable Salesforce developers and specialists
• Salesforce Value Delivered: Focus on automating workflows and achieving business objectives through integrated Salesforce solutions

Client Experience and Reach

Client testimonials include:

“Amazing! Considering there was a lot to take on board regarding our business and how we do things,” and “I’m very happy with the way they’ve understood, scoped, implemented, and trained our Sales people”

• AppExchange Rating: Listed among top partners with strong client satisfaction scores
• International Availability: Serves clients globally with a specific focus on Miami and South Florida markets

GetGenerative.ai

AI-Native Innovation Leadership

GetGenerative.ai is the first AI-native registered Salesforce consulting partner, reshaping implementation by combining 80% AI automation with 20% expert-led strategy.

Unlike traditional firms, it integrates intelligent agents across the Salesforce lifecycle, automating repetitive tasks and accelerating time-to-value by 10 times.

• Company Size: AI-focused consulting firm
• Founded: Recently established as AI-native partner
• Headquarters: Not specified, serves global markets

Revolutionary Service Methodology

GetGenerative.ai’s platform provides an AI-powered workspace and agents to manage the entire implementation lifecycle from Pre-Sales to Go-live.

Their approach transforms initial proposals into project-ready solutions, user stories, and acceptance criteria while identifying new metadata from low-level design specifications.

The platform turns user stories into production-ready Apex, LWC, and Triggers faster than traditional methods, generating clean code using client metadata and standards.

Their comprehensive approach covers building, refactoring, testing, and deployment in a single integrated flow.

Technical Excellence and AI Integration

• Certified Professionals: Team of top 1% Salesforce talent worldwide providing oversight and quality control
• Salesforce Value Delivered: Proprietary AI platform trained extensively across 30+ Salesforce Clouds, including Core, Industry Clouds, Data Cloud, and AgentForce

Client Innovation and Global Impact

Client testimonial:

“I’m genuinely impressed with the way GetGenerative has built a consulting agent that can create design proposals in just a few minutes. With the launch of AgentForce, the platform has evolved really quickly.”

• AppExchange Rating: Registered Salesforce consulting partner with AI specialization
• International Availability: Global reach with focus on enterprise and scaling businesses worldwide

SkyPlanner

Americas-Focused Excellence

SkyPlanner is a 5-star-rated Salesforce Consulting & AppExchange Partner based in Miami, Florida, with an office in Bogota, Colombia, specializing in helping companies of all shapes and sizes leverage the power of Salesforce.

Founded in 2011 by three entrepreneurs with a mission to help businesses automate operations and scale efficiently, SkyPlanner has supported 430+ clients across diverse industries.

• Company Size: South Florida’s largest group of Salesforce-certified specialists
• Founded: 2011
• Headquarters: Miami, Florida, USA

Comprehensive Service Excellence

SkyPlanner offers Lightning-accredited expertise in Salesforce CRM consulting, Lightning Platform custom applications, Quickstart packages & custom implementations, training & user adoption, maintenance, optimization & support, and business intelligence.

Their industry focus spans logistics & supply chain, healthcare, travel & hospitality, food & beverage, financial services, wine & spirits, consumer goods, and nonprofit sectors, providing tailored solutions for every business vertical.

Professional Certifications and Recognition

• Certified Professionals: Multilingual, multi-disciplined team including South Florida’s largest group of Salesforce certified specialists
• Salesforce Value Delivered: Silver Salesforce Consulting & AppExchange Partner, specialized in helping companies leverage Salesforce power

Outstanding Client Satisfaction

Client testimonial:

“Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of Salesforce.com. They were very effective, straight-to-the-point, and with solid knowledge of the CRM and Force.com platform.”

• AppExchange Rating: 5-star rating on customer satisfaction
• International Availability: 3 countries – United States (Miami), Colombia (Bogota), and Brazil (Vitoria)

Fast Cloud Consulting

Franchise Industry Leadership

Founded in 2006 and headquartered in Brickell, Fast Cloud Consulting is a multi-cloud Salesforce partner with a strong focus on franchise and enterprise systems.

Led by seasoned leadership since 2016, the company serves clients across 30+ countries.

Fast Cloud is the maker of FranFast, a complete Franchise Management Suite built on the Salesforce Platform.

• Company Size: Medium-sized consulting firm with franchise specialization
• Founded: 2006
• Headquarters: 1395 Brickell Ave. Suite 800, Miami, FL, USA, 33131

Specialized Industry Solutions

Fast Cloud Consulting specializes in Salesforce implementations for Franchisors & Franchisees with a team of franchise systems specialists who help design and implement the right Salesforce project.

Their expertise addresses the unique needs of franchise operations, providing visibility, speed, and agility that franchise brands and franchisees require.

Services include Pardot, Sales Cloud, Community Cloud, Service Cloud, app development, and systems integrations via Web Services.

They partner with many AppExchange solution providers for document generation, geolocation, merchant systems, and other powerful solutions.

Professional Excellence and Innovation

• Certified Professionals: 22-24 certified experts holding qualifying Salesforce certifications

• Salesforce Value Delivered: Award-winning FranFast platform and innovation-led approach

Client Success and Global Reach

Client feedback:

“Fast Cloud’s invaluable support has been instrumental in developing our successful technology solutions. Three ongoing initiatives are enabling a comprehensive 360-degree view of customer data.”

• AppExchange Rating: Listed on AppExchange with a strong franchise industry focus
• International Availability: Serves clients in Bolivia, Colombia, Costa Rica, Ecuador, Germany, Guatemala, Honduras, Mexico, Nicaragua, Panama, Peru, Puerto Rico, and the United States

Zen Cloud Technologies

Global Excellence with Local Impact

ZenCloud is a trustworthy Salesforce consulting partner with a team of over 90 certified experts, featuring expertise in Consulting (23), Marketing (9), Developer (44), and other certifications. Zen Cloud Technologies is headquartered in the heart of Silicon Valley with offshore offices in Bangalore, India.

• Company Size: 90+ certified experts
• Founded: Not specified, but part of the 10Pearls company
• Headquarters: Silicon Valley, California, with offshore development centers

Comprehensive Technology Portfolio

Zen Cloud offers a wide range of CRM software with a specialty in Salesforce solutions, including Sales Cloud, Marketing Cloud, and Service Cloud. They also provide integration software and PaaS such as MuleSoft and ServiceNow. Their approach uses continuous delivery and agile/DevOps methodology.

The company’s expertise spans multiple Salesforce Services, including Sales Cloud, Service Cloud, Marketing Cloud, Lightning Components, and comprehensive integration capabilities with third-party applications and systems.

Professional Depth and Methodology

• Certified Professionals: 130+ certifications across consulting, marketing, development, and specialized areas
• Salesforce Value Delivered: The Zen Cloud Way’s proprietary methodology delivers outstanding offshore experience with relentless focus on quality

Service Excellence and Global Presence

Zen Cloud Technologies believes in customizing technology to grow beyond limitations and push the boundaries of where business can reach, with dedication to exceptional service and advisory guidance for mission-critical projects.

• AppExchange Rating: Established partner witha strong quality reputation
• International Availability: United States and India, with global client service capabilities

Yellow Brick Systems

Education and Media Specialization

Yellow Brick Systems is a Salesforce.com partner firm with expertise in designing, developing, and implementing custom business solutions on the Salesforce platform. Yellow Brick works extensively with Higher Education publishing and Media organizations, primarily on the East Coast.

• Company Size: Specialized consulting firm
• Founded: Not specified
• Headquarters: Located in Palm Beach County, FL, Fairfield County, CT, and New York City

Industry-Focused Solutions

Yellow Brick Systems is a Salesforce consulting partner with a team of certified specialists using an agile, collaborative design process that aligns technology with business requirements.

They specialize in custom, cloud-based solutions when off-the-shelf options won’t meet specific business needs.

Yellow Brick serves customers across a range of markets, including higher education, nonprofit, publishing and media, and other industries, bringing business insight and technical skills to translate requirements into innovative solutions.

Business-First Approach

• Certified Professionals: Team of certified specialists (specific number not disclosed)
• Salesforce Value Delivered: Business-savvy approach – “We were Salesforce users before we were Salesforce consultants”

Client Experience and Market Focus

Yellow Brick’s iterative and collaborative approach actively involves stakeholders throughout the solution journey, applying business insight and technical skills to create innovative business solutions utilizing Salesforce platform capabilities.

• AppExchange Rating: Established partner with industry-specific expertise
• International Availability: Serves clients nationwide from offices in Florida, Connecticut, and New York.

What Makes a Great Salesforce Consultant Miami Choice?

When evaluating the best Salesforce consultant Miami options, successful businesses look beyond technical certifications to find partners who understand local market dynamics.

Miami’s unique position as a gateway to Latin America means the most effective consultants speak both English and Spanish fluently while understanding cross-border compliance requirements.

The top freelance Salesforce consultant Miami professionals and established firms share several key characteristics.

They maintain deep industry knowledge specific to Miami’s key sectors—real estate, hospitality, healthcare, finance, and international trade.

They understand that Miami businesses often need to scale rapidly, requiring flexible solutions that can adapt to changing market conditions.

These consultants also recognize Miami’s cultural diversity and build solutions that work across different customer segments and business practices.

Whether implementing Sales Cloud for a Coral Gables financial services firm or setting up Service Cloud for a Doral logistics company, they tailor their approach to each client’s unique environment.

How Do Pricing Models Work for Miami Salesforce Consultants?

Pricing approaches vary significantly across Miami’s Salesforce consulting landscape.

Some firms like GetGenerative.ai use credit-based systems where each credit costs $5, with bulk purchase discounts available.

Traditional consulting firms typically offer hourly rates ranging from $150 to $300 per hour, depending on consultant seniority and project complexity.

Many Miami consultants offer flexible engagement models to accommodate different business needs.

Boutique firms like Bkonect operate on monthly retainer models, providing predictable costs for ongoing support and development.

Enterprise-focused partners often structure pricing around project phases, with separate costs for discovery, implementation, testing, and go-live activities.

For businesses seeking budget predictability, fixed-price project engagements are becoming more common, particularly for standardized implementations like Sales Cloud or Service Cloud deployments.

However, custom development work typically requires time-and-materials pricing due to the variable nature of requirements.

Why Location Still Matters in 2025?

Despite Salesforce being a cloud-based platform, choosing a local Salesforce consultants Miami businesses can meet face-to-face, still provides significant advantages.

Miami’s consultants understand the seasonal fluctuations that affect tourism and hospitality businesses, the regulatory environment for healthcare and finance, and the operational complexities of managing supply chains that span multiple countries.

Local consultants can provide on-site training and support when needed, particularly important for businesses with team members who prefer in-person learning.

They’re also available for emergency support during business hours, understanding that Miami businesses often operate across multiple time zones when serving Latin American markets.

Cultural competence remains crucial. Miami consultants understand the importance of building personal relationships in business, the role of family businesses in the local economy, and how to communicate effectively in multicultural environments.

This cultural fluency translates into more successful implementations and higher user adoption rates.

FAQs

What should I look for in a Salesforce consultant Miami?

Look for certified professionals with Miami market experience, bilingual capabilities, industry-specific knowledge, and proven AppExchange ratings. Prioritize consultants who offer ongoing support and understand local compliance requirements.

How long does a typical Salesforce implementation take in Miami?

Implementation timelines vary from 3-6 months for standard deployments to 12+ months for complex, multi-cloud projects. Miami consultants like GetGenerative.ai can accelerate timelines using AI-powered approaches.

Do Miami Salesforce consultants offer bilingual support?

Yes, most established Miami consultants provide English and Spanish support, essential for businesses serving diverse customer bases or operating across Latin American markets.

What’s the average cost of hiring a Salesforce consultant Miami?

Hourly rates range from $150-$300, with project-based pricing varying from $25,000 for basic implementations to $500,000+ for enterprise transformations. Consider total cost of ownership including ongoing support.

Can Miami Salesforce consultants help with Latin American expansion?

Many Miami consultants specialize in international implementations. SkyPlanner operates in Colombia and Brazil, while Fast Cloud Consulting serves 30+ countries across Latin America.

Which industries do Miami Salesforce consultants serve best?

Miami consultants excel in real estate, hospitality, healthcare, international trade, finance, and franchise operations. Many offer specialized solutions for these key local industries.

How do I verify a Salesforce consultant’s credentials?

Check AppExchange profiles for certified expert counts and client reviews. Look for Salesforce partner status and industry-specific case studies demonstrating relevant experience.

What ongoing support do Miami Salesforce consultants provide?

Most offer maintenance, user training, system optimization, and 24/7 support options. Some provide managed services with dedicated administrators and developers for continuous improvement.