Build relationships and grow wallet share with Agentforce.
Exceed client expectations, drive revenue growth, and increase innovation with trusted data, apps, and AI for consulting firms.
Industry leaders enhance relationships and drive growth with Salesforce.
Deliver exceptional client value.
Use real-time data, automation, and Agentforce to increase efficiency, enhance personalization, and accelerate insight across every team.
Empower partners to build deeper connections, enhance personalization, and drive sustainable growth with AI agents that help generate and summarize research, guide strategy, manage proposals, and personalize outreach.
Agents work alongside your teams to streamline routine tasks, eliminate busywork, and free up time so employees can focus on high-impact, high-return work — helping everyone do more, faster, with less.
Identify and nurture high-value clients with more tailored, personalized messaging by using agents to draft personalized emails, suggest recommended content, and automate content planning, creation, and distribution.
Increase insights and improve collaboration across teams.
Boost productivity and streamline knowledge-sharing with integrated apps and intelligent agents that enhance client experiences and improve collaboration.
Connect and harmonize siloed data to create unified client profiles that provide every team member with a complete view of each client, improving collaboration, driving personalization, and enabling data-driven decision-making to increase efficiency and revenue.
Leverage agents to improve resource allocation and speed up pursuit cycles by matching the right talent to the right projects, search SME lists for the best match, send summaries, draft communications, schedule meetings, and ensure seamless collaboration.
Integrate AI-powered automation and purpose-built agents into workflows to boost productivity, reduce manual effort, and unlock seamless, standardized, CRM-driven collaboration from anywhere
Accelerate business growth and streamline performance.
Use Agentforce and connected data to deliver real-time insights that drive revenue and enable you to better seize business opportunities.
Unlock real-time data to help identify opportunities, improve forecasts, streamline collaboration, and drive savings, enabling teams to make more informed decisions, enhance productivity, and achieve strategic goals effectively.
Connect disparate client data to summarize and suggest insights, enhance decision-making, and enable your teams to use real-time analytics to build stronger relationships, accelerate deals, and seize growth opportunities.
Leverage connected data and agentic AI to address current client needs, anticipate future desires, and provide uniquely personalized experiences that wow clients and sustain long-lasting relationships.
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Salesforce for consulting FAQ
Customer relationship management (CRM) is a system that provides consulting firms a way to manage their client interactions across sales, customer service, and marketing, as a means to stay connected, streamline processes, and improve profitability.
As a consultant, having a CRM can be highly beneficial to keep all your client details, interactions, and history in one place; track emails, calls, and meetings to ensure consistent and professional communication; manage your tasks efficiently; and gain insights from your data.
Consulting CRM solutions give firms a 360-degree, unified client profile to deliver a best-in-class client experience with proactive, data-driven guidance. Shift focus to high-value activities by streamlining operations with AI agents, and drive innovative growth grounded in new technology.
How well does the CRM integrate with my existing software? What security measures are in place to protect my company data? Can the CRM be customized to fit my business processes? Can the CRM scale with my business? What do current users say about the CRM in reviews and testimonials?
Salesforce CRM solutions start at $25 USD per user per month for our Starter Suite for small consulting businesses and varies based on the specific solutions you need. Our team will build a quote based on your unique needs.
Establish clear, measurable goals for the implementation. Build a robust plan for data migration and security. Be clear on the use cases. Conduct rigorous testing and comprehensive training for users.
Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.