Expand visibility, deliver more value, and sustain strong relationships.
Lower costs, streamline operations, and wow clients with consulting CRM + AI + Data + Trust.
Industry leaders enhance relationships and drive growth with Salesforce.
Deliver exceptional client value.
Use AI, real-time data, and automation to increase productivity, improve efficiency, and accelerate insight across every team.
Mobilize project teams quickly with better visibility into business resources.
Reduce downtime for consultants between projects.
Automate processes and free consultants to focus on service delivery and client value.
Unify collaboration across teams, groups, and clients.
Increase team productivity and unify the client experience with real-time remote collaboration.
Unite your company around a single, shared view of every client in one collaborative workspace.
Empower clients to communicate and work with project teams in real time.
Increase employee engagement and streamline delivery by aligning workflows with key apps.
Accelerate business growth and streamline performance.
Use AI and real-time data insights to deliver tailored value and manage your business opportunities.
Accurately manage and forecast revenue growth and opportunities.
Empower teams with rich insights built on a single, complete view of the client.
Create personalized experiences that wow clients and sustain lasting relationships.
Build your consulting solution with the following Salesforce products:
AI
Experience AI built into the flow of work, for any workflow, user, department, and industry.
Sales Cloud
Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.
Marketing Cloud
Personalize client experiences and optimize each campaign with data-first solutions for any channel and device.
Data Cloud
Activate all your client data across Salesforce applications and empower your team with relevant insights and contextual data in the flow of work.
Tableau
Make better business decisions with the world's leading data and analytics platform.
MuleSoft
Integrate all your data, systems, or AI models, and automate any task or process to drive real value.
Slack
Power productivity with automation, knowledge, AI, and collaboration at the center of an open, extensible platform.
Keep up with the latest consulting trends, insights, and conversations.
Ready to take the next step with the world's #1 AI CRM for professional services?
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Stay up to date.
Get the latest research, industry insights, and product news delivered straight to your inbox.
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.
CRM solutions provide firms with 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 automation and AI, 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.
