Consulting Services for Salesforce Service Cloud

Salesforce Customer Success is a community of customers, partners, and employees committed to driving success for our customers—and our customers' customers. From easy-to-use resources to embedded solution experts, organizations can elevate their AI capabilities and get the most value out of their Salesforce investment. Our comprehensive success portfolio includes: Success Plans - 3 levels of innovative tools, guidance, and support to help you achieve your ambitious goals: - Standard Success Plan: Self-guided resources included with all licenses. - Premier Success Plan: Personalized programs and expedited support. - Signature Success Plan: Proactive partnership and the fastest support. Professional Services: Trusted advisors to help accelerate your time to value with AI + Data + CRM. Partner (Apps and Experts): Over 200,000 credentialed experts and over 5,000 apps on AppExchange to help you scale and grow.

#1 Ranked Salesforce & AI Consultancy Coastal helps businesses turn data and AI into real results with Salesforce. Whether you're looking to automate smarter, connect your systems, or get more from your data, we make it happen—without the red tape of traditional consulting firms. Since 2012, we’ve helped 1,700+ organizations get the most out of Salesforce by delivering strategic, hands-on solutions that drive impact. From AI-powered automation to multi-cloud integrations, we bring a practical, results-driven approach that makes complex projects feel easy. Why Coastal? We believe in meaningful partnerships, work that matters, and lasting impact. Our North America-based team combines deep industry expertise with a down-to-earth, collaborative approach, making us the Salesforce and AI consultancy you’ll love working with. ✔️ #1 User-Rated Salesforce Consulting Firm on G2 ✔️ 5/5 Stars on Salesforce AppExchange ✔️ 3x Leader in ISG Provider Lens™️ ✔️ Experts in AI, Data Cloud, and multi-cloud Salesforce solutions www.coastal.us

RSM is the leading professional organization in North America focused on the middle market. RSM is the fifth largest consulting, tax and audit firm in the world and provides a full range of services in North America and around the world. RSM is a leading Salesforce Platinum (Summit) partner with over 100 independent reviews on the Salesforce AppExchange and an average 4.9 CSAT rating. RSM drives success for our Clients through engagements including quote-to-cash digital transformations, customer experience self-service portals and chatbots, field-service-to-cash initiatives and mergers, acquisitions and carveouts. RSM has developed best practices and accelerators and has expertise not just in the Salesforce platform but nearly all of the systems that it interacts with, including ERP, CLM, Inventory, Billing, Revenue Recognition, Provisioning, IoT and more. The RSM Salesforce practice works across any number of the more than 20 industries that RSM has expertise in but has particularly strong experience in high-tech, software, nonprofits, associations, manufacturing, distribution, professional services, construction and more.

Consulting and Implementation Practice.

Simplus is the #1-rated industry leader in Quote-to-Cash implementations, providing enterprise-wide digital transformation through advisory, implementation, organizational change management, and managed services. Guided by the mantra, “success simplified,” we use leading cloud solutions to help companies establish profitable growth, operational efficiency, and an integrated customer experience. We have successfully completed more than 4500 projects and are the highest-ranked partner on the Salesforce AppExchange, with 173 five-star reviews. With 1273 Salesforce certifications and a customer satisfaction rating in the top 1% of all Salesforce partners, Simplus helps companies improve, innovate, and grow.

Appirio, a Wipro Company, develops modern business applications for enterprise companies and delivers the tools they need to attract top talent, boost collaboration, and deliver exceptional customer experiences. Our experience-led strategy focuses on the four pillars of success: implementation success, user success, operational success, and financial success to close the value gap and to ensure customers realize the full value of their technology investments. Appirio, founded in 2006, is a global strategic partner of Salesforce and long-time Google partner who has helped over 3,000 enterprises adopt effective cloud-based solutions across industries, including Healthcare & Life Sciences, Banking, Higher Education, Manufacturing, and Retail. We are invested in building industry-focused accelerators that improve time to value and are repeatedly recognized as a key partner in innovation by Salesforce and among the best places to work across the globe.

Spaulding Ridge is an award-winning cloud advisory and implementation firm, deploying Best-in-Cloud solutions on a global scale. They enable organizations to accelerate operational efficiency, drive digital transformation, and increase competitive advantage. Spaulding Ridge partners with digitally savvy companies to help: - Finance gain control: Increase top-line revenue, gross margins, and profits through better insight. Connect financial planning to strategy and automate financial close processes. - Sales increase productivity: Manage quota and territories more consistently and effectively, automate customer contracts and onboarding. - Operations drive efficiency: Improve supply chain agility, automate strategic sourcing and purchasing, and deliver superior customer service experiences.

Consulting and Implementation Practice.

Since 2008, Corrao Group has helped 1,250+ customers of all industries and sizes with over 2,500+ Salesforce projects completed. As everyday Salesforce power users ourselves, we understand how flexible the platform is, and how it can support every department in your business. Salesforce out-of-the-box isn’t optimized to your requirements. We work with customers to implement and streamline their business processes within Salesforce for maximum ROI and adoption. Learn more about why Corrao Group can help you today! Customer Testimonial Videos: https://bit.ly/3LCN92L

Advanced Technology Group (ATG), a Cognizant company, is a global leader in Quote to Cash advisory, implementation, and managed services to both mid-market and large enterprise brands seeking increased agility in the “everything as-a-service” economy. Using years of domain expertise and a refined set of delivery accelerators, ATG brings contemporary solutions to the way clients transform and manage their customer and revenue technology platforms. Implementing CRM, Quoting, Contract, Commerce, Performance Management, and Billing systems on the Salesforce platform is the core of what we do at ATG. We are in a unique position as a recognized global thought leader in Quote to Cash, with the #1 implementation position with three leading providers of cloud or platform-based CPQ, CLM, SPM, and Billing Solutions, providing unique and differentiated value to our clients, our ISV partners, and our GSI partners. ATG Cognizant has always had a passion for developing reusable content to accelerate successful outcomes for our clients and fuel the growth of our business. With the emergence of the Solution Center approach, the need for training, tools, and methodology was enhanced. ATG now benefits from seven years of dedicated focus on building proprietary tools and intellectual property (IP) to support our reputation as a Q2C thought leader and premium implementation partner. The cornerstone of our IP is our Atlas Delivery Framework®, which is a suite of implementation methodology, training, and tools that reliably enables on-time and on-budget delivery of cloud-based CPQ, CLM and Billing Solutions. In addition, Atlas Framework is now being used by trusted SI Partners in EMEA, APAC, and LATAM, to enable a global, scalable ecosystem for delivering key Quote to Cash cloud solutions. As a Salesforce Platinum Partner, we see that the Salesforce CPQ and Billing spaces are exploding globally. There are thousands of B2B companies that leverage heavily customized Quote objects on their Salesforce platform. Moving to a robust, out-of-the-box solution, will greatly streamline their process and reduce their overall costs of ownership. ATG sees Salesforce owning the lion’s share of CPQ projects in nearly every industry segment we serve, from Large Enterprise to Commercial. With the emergence of Salesforce Billing, we are forecasting a tremendous volume of Salesforce CPQ projects over the next several years. Visit atginfo.com for more details.