Top 10 Salesforce Consultants in Pleasanton

Looking for the right Salesforce consultants in Pleasanton? This collection showcases sales-productivity Salesforce consulting firms in Pleasanton, focusing on territory optimization, revenue forecasting accuracy, and quota attainment through comprehensive training programs and adoption strategies. Each agency delivers solutions improving sales team effectiveness, pipeline visibility, and deal velocity while ensuring representatives fully adopt and leverage CRM capabilities daily. Whether you're addressing low adoption challenges or accelerating sales team ramp time, working with sales-enablement Salesforce consultants in Pleasanton maximizes platform investment through improved user engagement and productivity gains. Compare training methodologies, adoption strategies, and sales effectiveness metrics to select consultants driving sales performance.

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. Bluewolf

Bluewolf, an IBM company, delivers enterprise-scale CRM transformation backed by global resources and cutting-edge innovation labs. IT strategy consulting aligns technology investments with business model innovation, not merely process digitization. Cloud consulting expertise spans multiplatform architectures that leverage Salesforce, AWS, and IBM Cloud capabilities simultaneously. UX/UI design transforms complex functionality into intuitive experiences that drive adoption without extensive training. Mobile and app marketing integration ensures CRM supports omnichannel customer engagement strategies from day one.

  • Rating: 5
  • Company Size: 1,000 - 9,999
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, Marketo CRM Consulting & Implementation, Oracle CRM, ExactTarget CRM Consulting & Implementation
  • Services: CRM Consulting and SI, IT Managed Services, Cloud Consulting & SI, Branding, IT Strategy Consulting, Mobile & App Marketing, UX/UI Design

6. EpiGrowth

EpiGrowth is recognized for excellence in CRM consulting and implementation across multiple industries. 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. through proven

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

7. SeedX Inc.

SeedX is a digital growth agency that also delivers CRM and customer relationship management (CRM) services. They explicitly work with platforms including Salesforce, Microsoft Dynamics, HubSpot, Adobe, Segment, Tealium, and Hightouch to streamline customer interactions. Their CRM offering includes setup, automation, integration, and ongoing support to align CRM with marketing, sales, and business operations. SeedX integrates siloed data sources and builds customer data platforms (CDPs) to feed CRM systems. Their infrastructure work ensures CRM, analytics, and marketing tech operate in unison. Their approach blends data engineering, digital transformation, and CRM to deliver scalable business impact.

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: Salesforce CRM, Digital Marketing CRM, Ecommerce CRM, Advertising CRM
  • Services: CRM Consulting , E-commerce Marketing, Advertising, Branding, Web Development

8. Orange Pegs

Orange Pegs is recognized for excellence in CRM consulting and implementation across multiple industries. 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. proven

  • Rating: 5
  • Company Size: 10 - 49
  • Hourly Rates: $100 - $149 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, HubSpot CRM Consulting & Implementation, Other CRM
  • Services: Marketing Strategy, Demand Generation Marketing, Business Consulting, Content Marketing, E-Commerce Development, Email Marketing, Search Engine Optimization

9. Melonleaf Consulting

Melonleaf is a Texas-based Salesforce Silver Consulting Partner that delivers end-to-end CRM solutions across Sales Cloud, Service Cloud, Marketing Cloud, Commerce, and CPQ. They specialize in architecture, data migration, Lightning development, customization, and system integration. Their team excels in building cross-cloud implementations that streamline workflows and unify operations. With deep technical expertise in Apex and Lightning, they support clients from planning through rollout and long-term support. Their CRM solutions often include KPI alignment, adoption plans, and optimization strategies tailored to each client's domain.

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