Salesforce implementation can leave your business with unclear processes, unknown why something happened and needing someone external to help make changes to the system.
Different consulting companies have tried to better address this need. Whether through automating the implementation, offering access to teams of experts, on demand knowledge or offering support post go-live.
If you’re a smaller business that wants to get your implementation done quicker with proper documentation. AVTEC is an option for businesses that want to avoid hiring a large traditional consulting team.
Overview
- What Should You Look For In an Innovative Salesforce Consulting Company
- AVTEC
- CloudMasonry
- LevelShift
- KeyNode Solutions
- Salesforce Consulting Companies
- Finding A Salesforce Consulting Partner That Works For You
- Conclusion
What Should You Look For In an Innovative Salesforce Consulting Company
Having certifications and skills can only take you so far when picking who to trust your business to. Here are some questions to help dig deeper into each solution provider.
- How much labor does it take to complete an implementation
- Do you have access to specialized fields, if not who and how much extra will that be
- Can they show me all my critical decisions and provide documentation on how those were picked
- How well will employees understand the system after the consulting team leaves?
These questions will not only help find a great solution provider but help lower the impact on your current business while being implemented.
1. AVTEC
AVTEC provides senior level Salesforce architects with AVTEC’s agentic AI automation to complete your Salesforce implementation. They can pull from other fields when necessary instead of flooding you with a team of junior consultants.
Their AI consulting services cover all stages of an implementation from discovery, design, implementing, testing and documentation. By using AVTEC’s AI agent it can take the repetitive tasks off your architects’ plate.
AVTEC reports 99.2% Salesforce configuration accuracy, which it attributes to its knowledgebase and AI-assisted decisions. It says its projects generally require less than half the time and cost of traditional consulting, sometimes approaching one-third by its own estimate. These are figures reported by AVTEC. There could be some room for error here based on each customer’s scenario.
Here are some reasons why AVTEC stands out:
- Automates many tasks that typically require a consultant
- Uses a curated Salesforce knowledgebase and publisher guidance rather than relying solely on a consultant’s preferences
- Provides documentation explaining every configuration decision, its rationale and the authoritative Salesforce publisher guidance that supports it
- Integrates client staff into delivery from the beginning, with collaborative decisions, coaching and knowledge transfer throughout implementation
Why does early knowledge transfer matter to employees? Your business probably does not have many knowledgeable Salesforce employees on hand. They also most likely can’t hire a whole team of consultants while trying to run their business day to day. AVTEC gives you that opportunity to have those skills at hand, lower the downtime and implement your solution faster.
Say you had a company that was implementing Sales Cloud. They want to start selling and need some dashboards, pipeline, security etc. But they also want to know why those things were picked and have documentation to learn from. That’s where AVTEC comes into play.
AVTEC provides packages to help you get started in your individual clouds or customize it to meet your needs. They are your best choice if you’re an SMB that wants to implement Salesforce quickly, accurately and have ownership of your solution.
2. CloudMasonry
There are situations where you may need different teams to collaborate on one project. They can assist with implementing, architecture, train your team and provide ongoing services.
By breaking down their offerings you can have projects planned and delivered through iterative sprints with the CloudMasonry Impact practice. Or use CloudMasonry Momentum to add an agreed monthly allocation of consulting time, a dedicated lead and allow more team members to join. They also offer data & AI as well as their new Claude practice.
If you were going to collaborate between many teams on Sales Cloud, implementing a database and marketing you may want to look at CloudMasonry.
They allow multiple specialties to come together to achieve your business goals.
3. LevelShift
Sometimes your Salesforce project isn’t always clear cut. Maybe you have more integrations you need completed or your process just keeps growing.
LevelShift allows you to hire consultants on demand that have Salesforce knowledge. This lets you grow your project or slow it down and only pay for what you use.
From implementation, helping you grow, adding features and more. The company provides services across Salesforce products, including Agentforce.
You could use them to migrate your data over and once your team catches up, decrease outside help.
LevelShift is a good company to research if you have a growing Salesforce journey ahead of you.
4. KeyNode Solutions
After your instance is up and running you still need to help update dashboards, security, flows and many other things.
KeyNode Solutions can help you implement Salesforce but also offers ongoing support, customizations, training and more. Their Salesforce implementation can help your business discover, design, configure, migrate, deploy and provide ongoing support. The company also describes using AI during technical configuration and implementation.
You could hire someone to help you build more flows and update security for your users. They can help administer your account by providing team members who know how to do so. If you’re in the healthcare industry you could use them to continue adding new dashboards to your team members.
They are a good option if you know you will need continued assistance with your instance after implementation.
Salesforce Consulting Companies
| Company | Unique Qualities | When To Use Them | Cost |
|---|---|---|---|
| AVTEC | Have an agent, senior architects and document why your solutions were chosen | SMB’s who want their solution implemented faster | Provide packages that you can customize |
| CloudMasonry | Can provide you with more team members | If your team needs others to collaborate | Charge by project or ongoing services |
| LevelShift | Help grow your solution | Need assistance to expand or improve your solution | Hourly billing |
| KeyNode Solutions | Provide ongoing services | You want to grow your solution and need someone to help admin | Project or Managed Services |
As shown above there are many qualities to help you determine which will benefit your business more. By looking at all aspects of an implementation and ownership you will have a better idea on which fits your needs best.
Finding A Salesforce Consulting Partner That Works For You
Whether you’re trying to implement a CRM, have a complicated integration job or just need help managing your current system. There are steps you can take before picking a company to work with.
Here are some tips when researching a Salesforce consulting partner.
- Check to see what handover materials they can provide. You should have a guide that allows your employees to understand what you have and how it was decided.
- How much staff time will the project require?
- Who will be making these technical decisions, who are your lead architects? And how will internal staff learn from them?
Salesforce allows you to learn more about their partner program. Once you select a partner you can see what services they provide on Salesforce’s AppExchange page. Customer reviews can also be found on sites like Clutch For CloudMasonry to see what other customers think about working with them.
If the lead architect is no longer available, can your employees still understand and manage the Salesforce system?
Conclusion
These companies approach Salesforce implementation differently, from automating deployment to supporting knowledge transfer and ongoing administration.
For businesses planning a Salesforce rollout, AVTEC offers an expert-led implementation supported by AI agents. Its approach pairs senior expertise with automation and documented decisions, making it a sensible starting point for smaller teams.
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