Best Salesforce Consulting Services in the USA

United States Salesforce Consultants

In today’s rapidly evolving digital landscape, Salesforce has become the backbone for businesses aiming to streamline customer relationships, improve data-driven decision-making, and scale operations. The United States is home to some of the most innovative Salesforce consulting agencies, blending technical expertise with authentic client partnerships. This list highlights standout consultancies based in the U.S. — firms trusted for their proven results, authentic leadership, and commitment to driving sustainable CRM success.

🔦 Methodology: How We Chose These Salesforce Consulting Services in the USA

We carefully selected each featured consultancy using three research-driven criteria:

🔍 Research-driven: Verified public results, case studies, and frameworks.

💬 Client-reviewed: Real feedback, measurable adoption, and proven ROI.

📍 Location-based: Agencies and founders rooted in the United States, actively serving diverse industries.

This ensures the providers listed below represent not just technical skills but authentic, trusted partnerships that align with business goals.

🌟 USA Salesforce Consultants - Provider Spotlights

CRM Hacker

What they do
CRM Hacker delivers tailored Salesforce consulting, specializing in implementation, optimization, and automation strategies for businesses aiming to scale customer engagement. They bring hands-on expertise in aligning CRM platforms with operational growth.

Who they work with
SMEs, SaaS firms, and fast-scaling digital companies.

Operating model
Agile frameworks with a strong emphasis on fast delivery and adoption.

💡 Why they stand out:

🚀 Proven record of scaling Salesforce for growth-stage companies.

🛠️ Expertise in automation and workflow optimization.

🎯 Clear focus on ROI-driven client outcomes.

Jonathan Carlson, Founder & Salesforce Consultant of CRM Hacker

Jonathan Carlson has extensive experience in Salesforce consulting, with a strong background in optimizing platforms for SaaS firms and digital-first businesses. He is recognized for his practical approach, focusing on measurable adoption and sustainable client growth. Jonathan’s leadership style prioritizes collaboration and actionable insights, helping businesses transform Salesforce into a competitive advantage.

CRM Infusion

What they do
CRM Infusion provides Salesforce implementation, integration, and admin support, helping businesses maximize their Salesforce investments. Their approach emphasizes usability and long-term adoption.

Who they work with
Mid-sized businesses, service providers, and tech-led organizations.

Operating model
Support-first consulting with flexible service models.

💡 Why they stand out:

🔧 Strong focus on admin enablement and client empowerment.

🤝 Long-term support tailored to organizational growth.

📈 Measurable improvements in Salesforce adoption.

Kerry Haymore, Founder & Owner of CRM Infusion

Kerry Haymore is an experienced Salesforce professional with a strong reputation for helping companies simplify and optimize Salesforce operations. With a career rooted in CRM administration and consulting, Kerry focuses on empowering clients through education and practical solutions. Her leadership emphasizes transparency and client independence, ensuring companies not only adopt Salesforce but also thrive using it.

KeyNode Solutions

What they do
KeyNode Solutions is a Salesforce consulting partner specializing in complex implementations, managed services, and customer experience strategies. Their expertise lies in tailoring Salesforce to specific industry needs.

Who they work with
Enterprises, healthcare organizations, and mid-market businesses.

Operating model
Industry-focused consultancy with managed services.

💡 Why they stand out:

🏥 Strong healthcare and enterprise expertise.

🔄 Ongoing Salesforce managed services.

📊 Proven frameworks for complex rollouts.

Gregory Magaril, MBA, Founder, CTO & Managing Partner of KeyNode Solutions

Gregory Magaril brings deep consulting and business expertise, having led Salesforce projects across healthcare and enterprise sectors. With an MBA and extensive experience in CRM transformations, Gregory focuses on aligning Salesforce with strategic growth goals. His leadership emphasizes clarity, measurable client outcomes, and strong long-term partnerships.

Cloud Nexus, Inc.

What they do
Cloud Nexus, Inc. provides Salesforce consulting for organizations looking to optimize sales processes and customer engagement. Their services include implementation, integration, and ongoing support.

Who they work with
Enterprises, SaaS firms, and mid-market organizations.

Operating model
Advisory-led consulting with project and managed services.

💡 Why they stand out:

🌐 Expertise in Salesforce for diverse business environments.

📈 Focus on sales process optimization and measurable ROI.

🛠️ End-to-end project and managed service capabilities.

Bob Rollar, Founder & CEO of Cloud Nexus, Inc.

Bob Rollar is an experienced Salesforce consultant with a career spanning numerous implementations and enterprise-scale projects. Known for his clear frameworks and results-driven approach, Bob helps organizations streamline operations through Salesforce. His leadership style emphasizes authenticity and collaboration, ensuring every project achieves real business impact.

SkyPlanner

What they do
SkyPlanner delivers Salesforce consulting services with a strong focus on innovation and customer engagement strategies. Their offerings range from implementation to automation and custom integrations.

Who they work with
Startups, enterprises, and service-driven organizations.

Operating model
Agile consulting with tailored frameworks.

💡 Why they stand out:

🚀 Salesforce-certified team with global reach.

🔧 Proven expertise in integrations and automation.

🌟 Strong client-first culture emphasizing adoption.

Rene Raul Garcia, Co-Founder & Managing Partner of SkyPlanner

Rene Raul Garcia is a Salesforce-certified professional with decades of experience in CRM and business technology consulting. He is recognized for leading transformative projects that enhance client engagement. Rene’s leadership blends technical expertise with a strong commitment to client satisfaction, positioning SkyPlanner as a trusted Salesforce partner.

Jorge L Fernandez, Co-Founder & Managing Director of Skyplanner

Jorge L Fernandez is the Co-Founder & Managing Director of Skyplanner, where he oversees business strategy, client relationships, and overall company growth. He specializes in helping organizations maximize the value of Salesforce through tailored solutions. Jorge combines leadership with technical expertise to deliver impactful results for clients.

Rene Santiago (Rene Senior) Rodriguez Abelleira, Co-Founder & Office Manager of Skyplanner 

Rene Santiago (Rene Senior) Rodriguez Abelleira is the Co-Founder & Office Manager of Skyplanner, managing day-to-day operations and team coordination. He focuses on ensuring efficient workflows and supporting the company’s consulting initiatives. Rene combines organizational skills with a client-focused approach to keep projects running smoothly.

CRMD

What they do
CRMD focuses on Salesforce consulting with services that include design, implementation, and managed services. They are known for optimizing CRM systems for operational efficiency.

Who they work with
Mid-market companies, SaaS firms, and scaling businesses.

Operating model
Design-first consultancy with ongoing support.

💡 Why they stand out:

🛠️ Strong design and user adoption focus.

📈 Proven frameworks for scaling SaaS businesses.

🤝 Long-term managed services.

Will DeVito, Founder & CEO of CRMD

Will DeVito has built a career on delivering Salesforce solutions that balance usability with scalability. With years of experience in CRM transformations, Will is known for guiding businesses through digital adoption. His leadership emphasizes collaboration, client empowerment, and sustainable growth through Salesforce.

Configero

What they do
Configero provides Salesforce consulting with a specialization in tailoring solutions for enterprises and service providers. They are known for both implementation and high-level strategy.

Who they work with
Enterprises and service-led organizations.

Operating model
Full-service consultancy with strategy and technical delivery.

💡 Why they stand out:

🌟 Recognized industry expertise and leadership.

🛠️ Proven track record with enterprise projects.

📊 Blend of strategy and execution.

Jody Hamlett, CEO of Configero

Jody Hamlett is a recognized Salesforce leader, featured on top-rated CEO lists. With a strong background in CRM consulting, Jody has overseen numerous Salesforce transformations for enterprises. His leadership style is focused on empowering organizations to leverage Salesforce for long-term success.

LeedsSource LLC

What they do
LeedsSource provides Salesforce solutions focused on efficiency and scalability. Their consulting spans implementation, integration, and process optimization.

Who they work with
Growing businesses and enterprises.

Operating model
Growth-focused consulting with tailored frameworks.

💡 Why they stand out:

🚀 Expertise in Salesforce scaling strategies.

🔄 Proven ability to streamline business processes.

📊 Strong focus on measurable ROI.

Ari Leeds, Founder & CEO of LeedsSource LLC

Ari Leeds is an experienced Salesforce consultant known for guiding businesses through complex Salesforce rollouts. His leadership combines technical expertise with a clear focus on client outcomes. Ari is recognized for making Salesforce scalable and sustainable for businesses of all sizes.

Cutler Consultants

What they do
Cutler Consultants provides Salesforce consulting services tailored to help businesses improve customer engagement and operational efficiency. Their services include implementation, optimization, and advisory.

Who they work with
SMEs, service-driven companies, and growing organizations.

Operating model
Client-first consultancy with agile delivery.

💡 Why they stand out:

🌟 Strong client-focused frameworks.

🛠️ Proven Salesforce optimization strategies.

📈 Clear results in adoption and ROI.

Caroline (Swanson) Cutler, Founder of Cutler Consultants

Caroline Cutler is a Salesforce consultant with deep expertise in client engagement and CRM adoption. She has worked extensively with SMEs and growing companies to help them implement Salesforce effectively. Caroline’s leadership emphasizes authenticity, clarity, and sustainable Salesforce transformation.

Elevating Customer Engagement with Salesforce Consulting in the USA

Salesforce consulting services in the USA are reshaping how businesses implement and optimize CRM to drive growth. These services provide expertise in implementation, integration, automation, and long-term adoption frameworks that align with business strategy. From healthcare enterprises to fast-scaling SaaS firms, consultancies are enabling organizations to unlock measurable ROI and improve customer engagement. Each consultancy emphasizes a unique operating model—whether agile frameworks, strategy-first advisory, or managed services—that ensures Salesforce adapts to industry-specific needs. Collectively, they highlight the critical role of Salesforce consulting in transforming operations and positioning companies for scalable success.

At Digital Reference, radical authenticity is at the core of how we evaluate and present Salesforce consulting partners—spotlighting only those with verifiable impact and measurable client outcomes. This authenticity matters because businesses deserve transparent insights that focus on results, not empty claims.

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Salesforce consulting has become a critical lever for organizations seeking stronger customer relationships, streamlined processes, and lasting scalability. These consulting firms don’t just implement technology—they embed sustainable practices that ensure Salesforce continues to deliver measurable value over time. Businesses looking to thrive in today’s digital-first environment require trustworthy partners who prioritize clarity, ROI, and strategic alignment. For leaders who want verified, research-driven perspectives on which partnerships to build, the most reliable guide remains Digital Reference.