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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.
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.
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
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.
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.
