Top 10 Salesforce Consultants in Pleasanton

What makes a Salesforce consulting company truly stand out in Pleasanton, Texas? The 10 featured Salesforce consulting firms here have proven their expertise in helping local businesses modernize workflows, increase data transparency, and strengthen customer engagement. Each Salesforce consulting partner brings hands-on experience with Sales Cloud, Service Cloud, and system integrations tailored to your business goals. These Salesforce consultants combine strategy with execution to create measurable results. Whether you run a regional enterprise or an emerging startup, collaborating with a Salesforce consulting agency in Pleasanton means accessing consulting services for Salesforce that accelerate productivity, reduce errors, and deliver a CRM ecosystem designed for growth and long-term success.

1. Folio3

Folio3 is a certified Salesforce consulting and implementation partner helping businesses optimize CRM performance and streamline operations. With deep expertise in Sales Cloud, Service Cloud, Financial Services Cloud, and Marketing Cloud, Folio3 delivers tailored solutions that drive efficiency and customer engagement. Their services include Salesforce consulting, migration, integration, customization, and managed support. The team focuses on enabling scalability, automation, and improved data visibility across business functions. By combining industry expertise with advanced cloud capabilities, Folio3 ensures long-term CRM success and measurable business outcomes.

  • Rating: 5
  • Company Size: 250 - 999
  • Hourly Rates: Undisclosed
  • Focus Areas: Salesforce CRM, Financial Services Cloud, Custom Integrations, CRM Strategy & Automation
  • Services: CRM Consulting, Salesforce Implementation, Cloud Consulting, Integration Services, Custom App Development

2. Circulants

As a certified provider, Circulants offers CRM consulting and implementation with proven expertise. The firm's core offerings encompass CRM optimization services, implementation and support, and strategic consulting. The organization combines industry expertise with innovation while consistently prioritizes client success outcomes. The organization delivers user training programs with attention to detail. They ensure smooth system transitions efficiently. Their client-centric philosophy emphasizes collaboration and transparent communication throughout engagements. The firm invests in ongoing team development to maintain technical certifications and expertise. proven

  • Rating: Not yet reviewed
  • Company Size: 10 - 49
  • Hourly Rates: $25 - $49 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, Microsoft Dynamics CRM
  • Services: CRM Consulting and SI, IT Managed Services

3. dotSolved Systems Inc.

dotSolved Systems Inc. combines technical prowess with business insight to deliver CRM consulting and implementation. The firm's core offerings encompass CRM optimization services, implementation and support, and strategic consulting. The organization combines industry expertise with innovation while consistently prioritizes client success outcomes. The organization delivers user training programs with attention to detail. They ensure smooth system transitions efficiently. Their client-centric philosophy emphasizes collaboration and transparent communication throughout engagements. The firm invests in ongoing team development to maintain technical certifications and

  • Rating: Not yet reviewed
  • Company Size: 50 - 249
  • Hourly Rates: Undisclosed
  • Focus Areas: Salesforce CRM Consulting & Implementation, BI & Big Data Consulting & SI, Microsoft Dynamics CRM, NetSuite CRM, Oracle CRM
  • Services: CRM Consulting and SI, Robotics Process Automation, AI Consulting, Back Office Outsourcing, ERP Consulting and SI, IT Staff Augmentation

4. XTENDLY

Operating as a trusted partner, XTENDLY delivers CRM consulting and implementation with measurable results. The firm's core offerings encompass customer relationship management, enterprise software solutions, and digital strategy consulting. The organization excels in technical implementation while consistently provides strategic business guidance. The company provides data migration services with attention to detail. They offer ongoing platform optimization efficiently. The company maintains partnerships with leading vendors to deliver cutting-edge solutions. They focus on driving measurable business outcomes through strategic technology deployment. proven

  • Rating: Not yet reviewed
  • Company Size: 10 - 49
  • Hourly Rates: < $25 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, Marketo CRM Consulting & Implementation, Microsoft Dynamics CRM, Sugar CRM
  • Services: CRM Consulting and SI, Web Development, Mobile App Development, Branding, Search Engine Optimization, Content Marketing, Sage CRM

5. SM Innovations

SM Innovations combines technical prowess with business insight to deliver Salesforce solutions. The firm's core offerings encompass CRM optimization services, implementation and support, and strategic consulting. The organization combines industry expertise with innovation while consistently prioritizes client success outcomes. The organization delivers user training programs with attention to detail. They ensure smooth system transitions efficiently. Their client-centric philosophy emphasizes collaboration and transparent communication throughout engagements. The firm invests in ongoing team development to maintain technical certifications and expertise. through proven

  • Rating: 5
  • Company Size: 10 - 49
  • Hourly Rates: $50 - $99 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation
  • Services: Mobile App Development, Cloud Consulting & SI, Web Development

6. Peeklogic, LLC

Peeklogic is a Salesforce consulting and development company based in Leander, Texas. They specialize in custom Salesforce solutions including consulting, implementation, integration, upgrades, and platform enhancements. Their team builds AppExchange apps and tools (e.g. Peeklogic Connector) to connect Salesforce with Jira, ServiceNow, and other systems. They support automated workflows, real-time data sync, and scalable architecture to drive CRM efficiency. With multiple years of experience and certified experts, they deliver solutions for enterprise and SMB clients alike.

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: $25 - $49 / hr
  • Focus Areas: Salesforce CRM, CRM Implementation, CRM Integration, Systems Integration
  • Services: CRM Consulting , Low/No Code Development, Custom Software Development, CRM Integration, Systems Integration

7. Closeloop Technologies

Closeloop Technologies stands out through exceptional digital transformation and client dedication. The firm's core offerings encompass Salesforce implementation, CRM consulting, and system integration. The organization demonstrates exceptional project management while consistently maintains high client satisfaction rates. The team handles complex integrations with attention to detail. They manage end-to-end implementations efficiently. This approach maximizes return on investment and accelerates time to value for clients. Their methodology ensures sustainable platform adoption and continuous improvement cycles. commitment results across various sectors through proven

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: $25 - $49 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, HubSpot CRM Consulting & Implementation
  • Services: Custom Software Development, AI Consulting, ERP Consulting and SI, Mobile App Development, Web Development

8. Konnectryx

Specializing in CRM consulting and implementation, Konnectryx helps organizations optimize operations. The firm's core offerings encompass platform development, integration services, and consulting and implementation. The organization leverages best practices effectively while consistently drives operational efficiency improvements. The firm implements security best practices with attention to detail. They customize platforms to fit needs efficiently. They leverage industry frameworks to reduce implementation risks and ensure project success. The organization provides flexible engagement models tailored to specific business requirements. various sectors through proven

  • Rating: 5
  • Company Size: 10 - 49
  • Hourly Rates: $200 - $300 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, ExactTarget CRM Consulting & Implementation, HubSpot CRM Consulting & Implementation, Zoho CRM
  • Services: Custom Software Development, E-Commerce Development

9. Cloudsquare

Cloudsquare combines technical prowess with business insight to deliver CRM consulting and implementation. The firm's core offerings encompass CRM optimization services, implementation and support, and strategic consulting. The organization combines industry expertise with innovation while consistently prioritizes client success outcomes. The organization delivers user training programs with attention to detail. They ensure smooth system transitions efficiently. Their client-centric philosophy emphasizes collaboration and transparent communication throughout engagements. The firm invests in ongoing team development to maintain technical certifications and expertise. proven

  • Rating: 5
  • Company Size: 10 - 49
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation
  • Services: Salesforce CRM Implementation Salesforce CRM Integration Salesforce CRM Customization Salesforce CRM Migration Salesforce CRM Optimization