Top 10 Salesforce Consultants in Plano

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.

Softweb Solutions is a global digital transformation firm headquartered in Plano, Texas, with 20+ years in Salesforce services. They provide full Salesforce consulting, implementation, migration, customization, and managed services across multiple clouds. Their team of 25+ certified Salesforce experts has completed 50+ CRM projects. They integrate Salesforce AI (Einstein), MuleSoft, and data platforms to deliver unified, scalable CRM systems. Softweb also focuses on user adoption, performance optimization, and governance in their Salesforce engagements.

Vimera is a certified Salesforce partner (powered by Andersen) delivering end-to-end CRM services. Their offerings include Salesforce implementation, consulting, integration, audits, managed services, and ongoing support, spanning Sales Cloud, Service Cloud, CPQ, Marketing Cloud, Experience Cloud, and Industry solutions. They also provide developer outsourcing to help clients scale internal Salesforce teams. With 150+ Salesforce projects completed and strong AppExchange / Clutch reviews, Vimera blends global delivery with deep Salesforce specialization.

The Automation Company offers Salesforce CRM services, including expertise in Sales Cloud, Service Cloud, Marketing Cloud, and Account Engagement (Pardot). They handle implementation, configuration, integration, training, and support to optimize CRM operations. Their Automation App supplements Salesforce with workflow routing, lead scoring, attribution, and real-time insights. With DevOps and integration depth, they ensure reliable and scalable CRM systems that drive operational efficiency.

ETG Digital is a global Salesforce Summit Partner providing a broad portfolio of Salesforce CRM services including managed services, cloud integration, CPQ & RLM/RCA, and commerce solutions. Their Salesforce offerings span Service Cloud, Commerce Cloud, Marketing Cloud, Data Cloud, and Agentforce (ETG's AI-powered revenue operations solution). They deliver QuickStart packages, accelerator tools, and custom integration services to help businesses structure a unified Salesforce architecture. ETG supports cross-cloud strategy, real-time insights, and automation to drive growth and operational efficiency. They position themselves as enablers of scalable, high-performance CRM ecosystems tailored for data-driven enterprises.

Binstellar Technologies Pvt. Ltd. specializes in providing digital transformation to businesses seeking digital transformation. 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

Operating as a trusted partner, Lead Love 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.

Vegacompass is a Salesforce consulting company delivering advisory, implementation, and managed services to help businesses optimize their CRM systems. They specialize in Salesforce CRM strategies such as sales, service, customer communities, AI adoption, program management, and CRM unification. Their solutions include SimCase (AI-driven case resolution), an event management app built on Salesforce, and Agent SalesMan automation for MQL?SQL workflows, lead scoring, deduplication, and activity routing. They also develop Agent Casey, which automates end-to-end case handling, sentiment generation, and alerting. Their industry verticals include manufacturing, finance, non-profit, and hi-tech, where they align Salesforce with ERP and external systems to create end-to-end visibility and operational synergy.

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.

Holistic business transformation recognizing technology as one component shapes these Salesforce implementations specializing in low-code development using Flow Builder and Lightning App Builder for rapid customization. The service portfolio includes data migration with quality preservation, staff augmentation providing specialized Salesforce skills, e-commerce platform integration, managed services for ongoing support, and process automation eliminating manual workflows.