About SFDC Consultants

Based in California, SFDC Consultants has over a decade of experience with a singular goal: to help companies accelerate their performance by optimizing their use of Salesforce.com, one of the industry’s leading business development and CRM tools.

As certified professionals, we leverage all the best practices to achieve successful business results.

We Are Industry Agnostic

We have worked with clients in industries across the spectrum and enjoy learning about your business to help you find efficiencies and uncover pain points. We are especially fluent in the following:

• Software
• Healthcare
• Internet / New Media
• Financial Services
• Education
• Government and non-profit
• Retail
• Real Estate and Construction
• Consulting / Services

Regardless of industry, one thing that remains the same is all Salesforce customers must adhere to platform capabilities and limitations which is where we guide you with best practices.

Leverage Your Salesforce Implementation

• Ramp up sales teams performance with proper quoting tools
• Boost business insight and intelligence – reports/dashboards
• Increase process efficiency with automation
• Expand business development capabilities by integrating 3rd party apps
• Improve demand generation and outreach with marketing automation

In setting up Salesforce, we focus on making sure the main Salesforce objects (e.g., Leads, Accounts, Contacts, Opportunities, Cases) are properly configured to manage every record with an efficient workflow and data integrity validation, as well as address any other critical needs.