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Top 10 Salesforce Consultants in Orlando

Diverse state economy means businesses here face vastly different challenges. Tourism in Orlando looks nothing like aerospace in Brevard County or agriculture in central regions. Latin American trade flows through Miami while retirement communities cluster on both coasts. The Salesforce consultants throughout Florida bring regional knowledge and industry expertise across this varied business landscape. Some specialize in sectors, others in company size, and many in geographic markets. When selecting consultants, match their expertise to your specific situation—not all Florida consultants understand all Florida businesses. Check where they've actually worked, what industries they know deeply, and whether they understand your region's business dynamics.

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. MergeYourData

MergeYourData focuses on Salesforce integration and data synchronization services. They connect Salesforce with ERP systems, marketing platforms, financial software, and proprietary applications using middleware and custom APIs. MergeYourData provides real-time and batch integration solutions, specializing in complex data mapping and transformation to ensure seamless information flow across business systems.

  • Rating: 4.9
  • Company Size: 9-Feb
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: BI & Big Data Consulting & SI, Salesforce CRM Consulting & Implementation, HubSpot CRM Consulting & Implementation, Microsoft Dynamics CRM
  • Services: CRM Consulting and SI, IT Strategy Consulting, Logistics & Supply Chain Consulting, Low/No Code Development

3. Jeffrey Bosworth

Jeffrey Bosworth provides independent Salesforce architecture consulting for complex technical projects. Services include solution design, technical documentation, code review, and team mentoring. Jeffrey specializes in enterprise architecture, best practices guidance, and technical leadership for organizations requiring senior-level Salesforce expertise without full-time commitment.

  • Rating: Not yet reviewed
  • Company Size: Freelancer
  • Hourly Rates: Undisclosed
  • Focus Areas: Salesforce CRM Consulting & Implementation, HubSpot CRM Consulting & Implementation, Zoho CRM
  • Services: Content Marketing, 1, Content Writing Services, CRM consulting and SI company Jeffrey Bosworth provides CRM consulting and SI and Fractional CMO Services. They were established in 2008., Read more, https://clutch.co/profile/jeffrey-bosworth#showmore, of employees work in Orlando office

4. Raison D’etre Consulting, LLC

Raison D'etre Consulting, LLC provides Salesforce solutions with emphasis on operational efficiency. Their services include Sales Cloud, Field Service, and Salesforce Maps implementations optimizing territory management and route planning. Raison D'etre specializes in location-based CRM strategies helping field teams maximize productivity through intelligent scheduling and geographic optimization.

  • Rating: Not yet reviewed
  • Company Size: 2 - 9
  • Hourly Rates: $200 - $300 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, HubSpot CRM Consulting & Implementation
  • Services: CRM Consulting and SI, Business Consulting, Content Marketing, Digital Strategy, Print Design, Search Engine Optimization, Web Design

5. McGaw

McGaw specializes in OmniStudio and Industries Cloud implementations, including Vlocity product migrations. They build DataRaptors, Integration Procedures, and FlexCards for industry-specific processes. McGaw provides consulting for telecommunications, insurance, healthcare, and other verticals requiring industry cloud capabilities beyond standard Salesforce platform features.

  • Rating: Not yet reviewed
  • Company Size: 10 - 49
  • Hourly Rates: Undisclosed
  • Focus Areas: BI & Big Data Consulting & SI, Salesforce CRM Consulting & Implementation, Microsoft Dynamics CRM, HubSpot CRM Consulting & Implementation
  • Services: CRM Consulting and SI, Marketing Strategy, Sales Outsourcing, Business Consulting, Low/No Code Development, Market Research

6. Championsys | Software Consulting Company

Championsys | Software Consulting Company provides Salesforce configuration and business logic implementation. They build validation rules, workflow automation, process builders, and flows enforcing data quality and business processes. Championsys focuses on clicks-not-code solutions maximizing declarative features before custom development, ensuring maintainable long-term implementations.

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: Undisclosed
  • Focus Areas: Salesforce CRM Consulting & Implementation
  • Services: CRM Consulting and SI, AI Consulting, Custom Software Development, ERP Consulting and SI

7. EPIC Label Marketing Agency

EPIC Label Marketing Agency specializes in Marketing Cloud personalization and Interaction Studio implementations. They build real-time web personalization campaigns, behavioral tracking, and Einstein recommendation engines. EPIC creates dynamic content experiences adapting to visitor behavior and engagement patterns, integrating web interactions with broader Salesforce marketing strategies.

  • Rating: 5
  • Company Size: 10 - 49
  • Hourly Rates: $50 - $99 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation, Other CRM, HubSpot CRM Consulting & Implementation
  • Services: CRM Consulting and SI, Advertising, Business Consulting, Conversion Optimization, Digital Strategy, Ecommerce Marketing, Email Marketing

8. Kinesiis System Inc

Kinesiis System Inc provides Consumer Goods Cloud solutions for CPG and retail industries. They implement retail execution, trade promotion management, store visit tracking, and point-of-sale integrations. Kinesiis specializes in field sales optimization for consumer goods companies managing relationships with retail partners and distributors.

  • Rating: 5
  • Company Size: 10 - 49
  • Hourly Rates: $50 - $99 / hr
  • Focus Areas: BI & Big Data Consulting & SI, Salesforce CRM Consulting & Implementation, Other CRM, Zoho CRM
  • Services: CRM Consulting and SI, IT Managed Services, Web Design, Mobile App Development, Search Engine Optimization

9. Velvetech LLC

Velvetech LLC delivers Salesforce implementations with a focus on user adoption and change management. Their services span Sales Cloud, Service Cloud, Experience Cloud, and Einstein Analytics, complemented by custom development and third-party integrations. Velvetech prioritizes intuitive interface design and process automation to drive engagement, offering comprehensive training programs and post-launch support to ensure seamless transitions.

  • 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

10. SkyPlanner

SkyPlanner is a boutique Salesforce consultancy delivering unified solutions across Marketing Cloud, Sales Cloud, and Service Cloud. They focus on breaking down organizational silos by creating integrated customer engagement platforms. SkyPlanner's services include marketing automation setup, sales pipeline optimization, and omnichannel service implementations designed to provide complete visibility across all customer touchpoints.

  • Rating: 5
  • Company Size: 10 - 49
  • Hourly Rates: $100 - $149 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation
  • Services: CRM Consulting and SI