Top 10 Salesforce Consultants in Plano

Exploring Salesforce consulting firms in Plano, Texas? Here you’ll find the top 10 Salesforce solution providers driving operational excellence for growing businesses. These agencies combine technical expertise with strategic CRM insight to help brands improve productivity and customer experiences. Each Salesforce consulting company in Plano is proficient in Sales Cloud, Experience Cloud, and automation tools, making complex CRM transitions easier and more efficient. Whether you require implementation, migration, or customization, these Salesforce consulting partners deliver proven results that help organizations in Plano strengthen customer relationships and accelerate digital growth.

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. Softweb Solutions

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.

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: Undisclosed
  • Focus Areas: Salesforce CRM, AI, BI & Big Data, Cloud Integration
  • Services: CRM Consulting , AI Development, BI & Big Data Consulting , Cloud Consulting

3. Vimera

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.

  • Rating: 4.9
  • Company Size: 50 - 249
  • Hourly Rates: $50 - $99 / hr
  • Focus Areas: Salesforce CRM, Low/No Code CRM, Enterprise App Modernization
  • Services: CRM Consulting , Low/No Code Development, Enterprise App Modernization, Systems Integration

4. The Automation Company

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.

  • Rating: Not yet reviewed
  • Company Size: 50 - 249
  • Hourly Rates: $100 - $149 / hr
  • Focus Areas: Salesforce CRM, HubSpot CRM, Marketing CRM
  • Services: CRM Consulting , HubSpot Consulting, Marketing Automation, Business Consulting

5. ETG Global Services

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.

  • Rating: Not yet reviewed
  • Company Size: 10-49
  • Hourly Rates: $50 - $99 / hr
  • Focus Areas: Salesforce CRM, Custom Software CRM, E-commerce CRM, Cloud CRM
  • Services: CRM Consulting , E-commerce Development, Custom Software Development, Cloud Consulting

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. SeedX Inc.

Specializing in digital transformation, SeedX Inc. 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. across various sectors through proven

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

8. Agency73

Agency73 delivers comprehensive CRM solutions focusing on CRM consulting and implementation. 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: 02 - 09
  • Hourly Rates: Undisclosed
  • Focus Areas: BI & Big Data Consulting & SI, Salesforce CRM Consulting & Implementation
  • Services: Custom Software Development, Web Development, E-Commerce Development, Enterprise App Modernization, Blockchain, IT Strategy Consulting

9. Nomad Endeavors

Nomad Endeavors 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. sectors through proven

  • Rating: 5
  • Company Size: 02 - 09
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation
  • Services: Video Production, Advertising, Architectural Design, Branding, Corporate Photography, Digital Strategy, E-Commerce Development

10. RSM

  • Rating: 5
  • Company Size: 50 - 249
  • Hourly Rates: $150 - $199 / hr
  • Focus Areas: Salesforce CRM Consulting & Implementation
  • Services: IT Managed Services, Cloud Consulting & SI, Other IT Consulting and SI