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SAP Consulting Services

Salesforce Consulting Services

Salesforce Integrations, Customizations & More to Support Your Business Needs

Not only can our senior-level Salesforce consultants assist you with everything from Salesforce integrations to analytics, but our Salesforce consulting services will help you leverage your CRM (customer relationship management) software to enhance relationships with existing customers and generate new business, all at the same time. Whether you work in healthcare, construction, real estate, or another industry, we can cater our consulting services to meet your enterprise business needs.

Why Surety Systems Salesforce Consultants?

Salesforce know-how, tailored to you.

Whether you’re implementing Salesforce for the first time or want to transform the customer experience of your current setup, we’ve got a consultant who can help. Surety’s Salesforce consulting services make the tool work for you, not against you. Technical or business skills. Short- or long-term. Integrations or optimizations. No matter your need, Surety’s senior-level Salesforce consultants will have you closing (more) deals in no time.

Our Salesforce consulting services include:

Salesforce Integrations

Connecting your CRM with critical third-party apps or devices has never been easier. Our consultants ensure the Salesforce integration process goes smoothly so that your organization has easy access to the data it needs to improve efficiency and achieve operational success.

Salesforce Admin as a Service

Digital “jack of all trades,” Salesforce administrators are skilled at performing a wide variety of tasks, including creating dashboards, managing permissions, writing triggers, and more. This makes Salesforce admins a great benefit to everyone from small businesses that only need one part-time to those that already have a team in place but could use some part-time backup.

Salesforce Data Migration

Our Salesforce data migration services will not only share best practices for your ERP or CRM migrations (to Salesforce) with your team, but they'll also help minimize the chances of your encountering frustrating errors or corruption when moving important data.

Salesforce Functional Consulting

We provide efficient and seamless change management process through senior-level consultants who can ensure a smooth transition for organizations through change initiatives (like Sandbox, Change Sets, Change Requests, and more).

Salesforce Analytics

We train your organization to effectively interpret and use Salesforce analytics tools, such as Einstein and Einstein Discovery, as well as data reporting and visualizations. Because lots of data is good, but using it to figure out next steps is even better.

Salesforce Custom Development

There are plenty of simple ways to customize Salesforce so that the CRM solution better fits your needs, but what are you supposed to do if your problem requires some heavy-duty Salesforce custom development? You turn to the pros at Surety Systems, that’s what.

Not sure what you need for Salesforce consulting? Start here.

Our Salesforce Consulting Services can assist with the following initiatives:

I have a high-priority project.

Doing an implementation, data migration, 3rd party app integration, or other serious Salesforce project in-house? Bring in a sharpshooter (or even a few!) to get it done right—the first time.

My internal team needs a boost.

Help when you need it, no extra overhead when you don’t. Blend our external expertise with your internal team to accelerate project delivery. From developers to process optimization gurus, your Salesforce expert is waiting.

I’m a man down. Now what?

Life happens. Sometimes one of your key players is down for the count. Regardless of the reason, you need to bridge the gap. Get an experienced Salesforce pro from our A-Team to sub in and help out.

I’m ready for a break-up.

Current consulting firm letting you down? Tired of consultants without real experience or expertise? Feeling like it’s too tough to get on the same page with your consultants? We’ll get you a Salesforce consultant who’s been there and done that to help you get more from the technology you already own.

We’re behind schedule.

When you’re up against a tight deadline, reasons just don’t matter anymore. Whether you’re trying to meet a Salesforce implementation deadline, leverage Einstein, or just makes sure your sales funnel process is optimized, you just need to get it done—and get it done now. That’s where we can help you.

I need a second opinion.

Get an unbiased system assessment and recommendations, whether you’re looking to improve your funnel, clean up data, or integrate a new app. We have no skin in the game. That means no upsells, add-ons, or leaving breadcrumbs to justify future work. Just honest Salesforce advice.

Salesforce Consulting Benefits

We don’t carry a “traditional” bench, meaning our Salesforce consulting services will be aligned with your project based on our team’s specialized expertise, not our bottom line.

Blended Workforce

Supercharge your internal team.
By mixing your internal knowledge with our external expertise you get the best of both worlds; a rock-steady foundation with hyper-specialized Salesforce consulting services when you need them, and no extra overhead when you don’t.

Expert Advice

We’ve been there, done that. 
Our extensive network of senior-level Salesforce consultants means that we have the exact skillset and experience you need to crush your next project.

Unbiased Consulting

No bull, no breadcrumbs, no bias. 
Skip the license pitch, the upsells, and the push to upgrade or migrate. That’s not what we’re here for. Team up with an unbiased Salesforce expert who can help you leverage the system you already own.

See what our customers say:

See what our customers say:

“This is our first time working with Surety Systems. We have been extremely pleased with the consultant they have provided, so they are batting 1,000 so far. If Tim is a good example of the type of consultants Surety provides, then we will probably be doing a lot more work together in the future.”

JD Edwards Client
A Director of IT From A Furniture Manufacturing Company

“Surety Systems has been a time-tested winning resource for us. We have used them for engagements that have ranged from multiple months to as short as one week. They keep in touch with us and have a solid understanding of who we are, what our environment is and how we do business. When future needs dictate that we look outside our own company for Lawson expertise, we will once again look to Surety to help us source the need.”

Lawson Client
A Director of Marketing Systems and Corporate Systems At A Specialty / Import Retail Store

“Surety Systems assisted us with our Foreign Currency implementation for a new acquisition. Their team was very professional and diligent, providing a solution in a timely manner. The value provided by Surety Systems is second to none, and I would recommend them for anyone looking for JD Edwards consulting services.”

Kronos Client
A Financial Lead From A Commercial Construction Industry

If we can toot our own horn for a minute…

Our team is pretty awesome. Here are just a few of our recent Salesforce consulting project accomplishments:

Total Project Wins

Consultants on Project

States We've Worked In


A Reliable Salesforce Consulting Firm Who Can Give You the Results You Want

With the help of our experienced and knowledgeable Salesforce consultants, your business will thrive. Client satisfaction is our number one priority, and we’ll provide everything your business needs to optimize your Salesforce system.

To get started with Salesforce consulting, contact us and we’ll put you in touch with one of our senior-level consultants. We’re ready to provide you with the best results, covering all of your Salesforce needs with a complete solution that’s tailored specifically for your business.


Ready to talk?

  • Bullet Proof Your Project

    Your next project is critical and you can’t afford to fail. We’ve been around the block, have worked with hundreds of consultants and now only utilize the top 10%. We’ve gotten to know our consultants inside and out, yielding the best client experience. Heard of utilization rates? We don’t carry a bench, so your Surety Systems consultant will be selected with only your project success in mind.

  • Ramp Up

    Could your internal team use a boost? Utilize a blended workforce to gain a strategic advantage. By mixing internal and external expertise, you can quickly bridge the skill and experience gaps in your team. Secure hyper-specialized assistance, while avoiding the costs of traditional headcount.

  • Resume Productivity

    Life happens—and it rarely stops to check the project schedule first. When a member of your team is down for the count unexpectedly or gets pulled onto another project, Surety can help. Whether you’re in the middle of a project and need a pro to hop in the trenches with you, or you’re in need of someone to “hold down the fort” with daily operations while you tackle the project—we’ve got you covered.

  • Get Results Now

    If you agreed on the terms, but now you’re experiencing scope creep, consultants that clearly didn’t “make the varsity team,” expensive additions to the project, and more layers of consultants than you can count, Surety can help. You know what you want, let us deliver top-tier consultants that can ramp up quickly and integrate seamlessly with your team. You control the timing, phases, and approach. Plus, you’ll gain the benefit of knowledge transfer that stays with your organization long after we’re gone.

  • Get Back On Track

    Get back on track with one of our top-tier consultants who can jump in the foxhole with you, or handle all your day-to-day operations while your internal team tackles the project. Because of our close relationship with each of our consultants, we have a tight grip on their availability and exact skill set.

  • Cut The Bull

    Surety System’s only purpose is to help you get the most functionality out of the system you already own. We have no other agenda than your success. Have our consultants take a look at your environment and make suggestions on improvements and strategy (without any up-sell).

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