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Top 10 Salesforce Consultants in Clearwater

Beach tourism creates seasonal swings that annual business planning doesn\'t capture. Hotels, activity providers, and beach businesses need systems managing high season chaos and slow season sustainability. These consultants build platforms handling the operational reality of coastal tourism—surges of visitors, weather disruptions, and the financial challenge of making ten months of profit in four months. They configure Salesforce around seasonal patterns, not steady state assumptions.

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. CIO Advise, Inc.

CIO Advise, Inc. provides Salesforce advisory services and technical assessments. They conduct org health checks, technical audits, and architecture reviews identifying optimization opportunities and technical debt. CIO Advise delivers actionable recommendations with prioritized roadmaps, helping organizations maximize existing Salesforce investments before pursuing new implementations or expansions.

  • Rating: Not yet reviewed
  • Company Size: 10 - 49
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: BI & Big Data Consulting & SI, Salesforce CRM Consulting & Implementation, Microsoft Dynamics CRM
  • Services: CRM Consulting and SI, ERP Consulting and SI, IT Strategy Consulting, Cloud Consulting & SI, Low/No Code Development, Cybersecurity

3. Sales & Marketing Automation

Sales & Marketing Automation focuses on Pardot (Marketing Cloud Account Engagement) implementations for B2B marketing. They configure lead nurturing campaigns, progressive profiling, scoring models, and Salesforce connector synchronization. Their services emphasize marketing and sales alignment through automated lead qualification and handoff processes.

  • Rating: Not yet reviewed
  • Company Size: 10 - 49
  • Hourly Rates: Undisclosed
  • Focus Areas: Salesforce CRM Consulting & Implementation, Klaviyo
  • Services: Pay Per Click, Social Media Marketing, Sales & Marketing Automation is a Marketing Strategy company established in 2013. In Toronto, Canada and Clearwater, Florida, the team focuses on Marketing Strategy and Social Media Marketing., Read more, https://clutch.co/profile/sales-marketing-automation#showmore, of employees work in Clearwater office

4. The Sailor Group

The Sailor Group is a Salesforce implementation partner delivering Sales Cloud, Service Cloud, and Experience Cloud solutions. They provide full-cycle services from initial assessment through deployment and ongoing optimization. The Sailor Group emphasizes clear communication, straightforward project management, and enterprise-grade implementations delivered with personalized attention typical of boutique consulting firms.

  • Rating: 5
  • Company Size: 9-Feb
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation
  • Services: CRM Consulting and SI, Custom Software Development, Cloud Consulting & SI, IT Managed Services, Mobile App Development

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. Velvetech LLC

Specialized Computer Telephony Integration (CTI) expertise defines this Salesforce implementation partner with 20+ years experience building custom CTI solutions. They integrate VoIP systems like KAZOO with Salesforce CRM, delivering call logging, recording, and screen-pop functionality that enhances customer communications. Service offerings include Sales Cloud, Service Cloud configuration, Apex development, Lightning components, data migration from legacy CRMs, and custom integrations with telephony platforms.

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: $50 - $99 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, Other CRM, Microsoft Dynamics CRM
  • Services: CRM Consulting and SI, Custom Software Development, Mobile App Development, IoT Development, Web Development

7. Intagleo Systems

With deep industry knowledge, Intagleo Systems provides CRM consulting and implementation to organizations. The firm's core offerings encompass CRM strategy development, systems integration, and custom development. The organization delivers scalable enterprise solutions while consistently maintains certified professional teams. The group manages stakeholder communications with attention to detail. They streamline operational workflows efficiently. Their proven track record demonstrates consistent delivery of complex enterprise projects successfully. They combine technical excellence with strategic thinking to solve challenging business problems. various sectors through proven

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: < $25 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, Other CRM, Sugar CRM
  • Services: CRM Consulting and SI, Custom Software Development, IT Staff Augmentation, Mobile App Development, Web Development, AI Development, IoT Development

8. 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

9. 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

10. SeedX Inc.

SeedX Inc cultivates CRM solutions that grow alongside startups and scaleups navigating rapid growth phases. Implementation timelines measured in weeks rather than months help young companies establish customer management discipline early. Custom development creates lean, focused functionality without enterprise bloat that drains resources and slows performance. Their startup experience means understanding resource constraints, pivot readiness, and the need for systems that evolve without complete rebuilds. Advisory services help founders establish data strategies before bad habits calcify into technical debt.

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation
  • Services: CRM Consulting and SI, Ecommerce Marketing, Advertising, Search Engine Optimization, Web Design, Email Marketing, Social Media Marketing