Your All-Star Salesforce Consultants
Delve deeper into your customer relationships with premier Salesforce consulting services. Your CRM journey begins and ends with ultra-customized Salesforce solutions that heighten connections, capture prospects and drive more deals.
Delivering technical excellence to our clients
Next-level Salesforce professional services
Strengthen customer relationships with Salesforce certified consultants who know all the tricks of the trade. Our top-tier pros will enable a 360-degree view into prospect and customer data, so you can take the right next steps.
Whether you’re generating leads, providing support or personalizing journeys, our Salesforce professional services are ideal for streamlining workflows and boosting ROI. At Nearsure, our mission is to co-create value by discovering opportunities to make your business processes smarter and your customers more satisfied.
Over the last decade, our expert Salesforce consulting services have driven growth for leading brands worldwide. So far, we’re backed by:
Our key objectives
We focus on understanding your CRM workflows and enhancing your platform to better streamline them. At the same time, we have a keen eye for automating manual tasks and nurturing stronger customer relationships via technology.
Our Salesforce consulting services are a perfect match if you’re facing any of these CRM challenges:
Our top Salesforce tools
Our expert-led list of Salesforce services
As a leading Salesforce development company, we provide all-encompassing services to elevate your platform performance. Grow your CRM to meet customer demands in today’s data-complex landscape.
Salesforce consulting
We’re the Salesforce consulting services you need to level up your CRM. We start by auditing your existing systems and get a unique understanding of your objectives. From here, we’ll recommend a roadmap for enriching your platform and removing inefficiencies. Our technically-savvy Salesforce experts will also identify features or tools to optimize relationships, streamline sales team efforts and boost your platform’s ROI.
Salesforce CRM implementation services
Bring your vision to life with Salesforce implementation services that are efficient and forward-thinking. Our Salesforce specialists create highly customized set-ups that give you full vision into your prospects and customers. We implement data-driven Salesforce solutions that unify your touchpoints, no matter how complex or fragmented. With a Salesforce certified specialist like us, you can strengthen lead generation, amplify customer support and enrich relationships.
Salesforce integration services
Make Salesforce your business headquarters for customer support by linking it to all your third-party tools. Our Salesforce integration services foster a digital ecosystem that brings together your suite of tools and frameworks. Our personalized integration for Salesforce means you can get a big-picture view into your customers from a single platform. What’s more, Salesforce has a wealth of built-in tools available to continuously expand and refine your efforts –such as Sales Cloud, Marketing Cloud, Experience Cloud, Commerce Cloud, and more.
Salesforce analytics
Glean insights by building a Salesforce pipeline of essential customer data points. As a savvy Salesforce partner, we can migrate data and establish trusted streams that unify touchpoints, eliminate outliers and provide holistic customer perspectives. Our Salesforce experts also will set up real-time dashboards from multiple sources, so you can weave insights into your workflows and determine the right course of action.
Salesforce low-code solutions
Boost function with a minimal budget using low-code Salesforce solutions. We create highly efficient customization components that take your CRM to the next level. We also devise innovative CRM enhancement using low-code tools that streamline business processes. With our Salesforce customization services, you can harness the power of low-code to do more for less.
Salesforce AI solutions
Boost sales team productivity with AI-powered Salesforce features. We customize your CRM workflows to cut out manual tasks and build smart user journeys across your channels. Salesforce provides countless built-in automation and predictive analytics tools to forecast needs, drive sales and follow-up with customers via AI chatbots. Overall, Salesforce AI can uplift your team efforts and build loyalty with your base.
Salesforce training & mentorship
Equip your sales teams with the daily know-how required to maximize Salesforce. We conduct training sessions in a variety of specializations. Our goal is to empower your team members to leverage all of Salesforce’s relevant features without any friction. Additionally, we make recommendations to optimize your workflows to adapt to Salesforce-led support.
Salesforce support services
We’ll fulfill your Salesforce needs for the entire lifecycle –including planning, implementation, integration, optimization and post-launch. Our Salesforce support services ensure your digital ecosystem remains secure, interconnected and up-to-speed with latest trends. We also identify opportunities to extend Salesforce function and/or modernize your business processes for a stronger ROI.
Salesforce managed services
Access our world-class Salesforce expertise on an ongoing basis through a managed services model. We’ll handle your full Salesforce lifecycle from month-to-month, evolving your platform according to your vision. Our Salesforce managed services nimbly scale your CRM, freeing up your teams to focus on their core skills.
Salesforce staffing agency
Lean on a Salesforce staffing agency to integrate specialists within your in-house teams. We have an industry-best talent pool of Salesforce experts with the technical and business aplomb to carry out your platform customization. Our Salesforce professionals are also located in shared time zones in Latin America, facilitating real-time collaboration with your sales team.
Why you 100% need a Salesforce certified consultant
Salesforce may be the #1 ranked CRM platform worldwide, but you’ll need equally high-quality experts to maximize customization. With Salesforce-certified consultants, you'll boost your CRM in innovative ways and enable your in-house team to make the most of the platform.
In sum, top Salesforce consulting services like ours will:
Bring premium practices and processes to the table. Our Salesforce consultants are at the frontlines of leveraging CRM and connecting you to highly specialized support.
Instead of dealing with trial-and-error on your own, hire experts who are seasoned in implementation and know the best path forward. Doing so can speed up time-to-market and get new Salesforce features launched ASAP.
Salesforce-certified consultants are deeply knowledgeable about achieving the highest value. Our professionals are laser-focused on creating real business value by aligning with your strategy, reducing risks and identifying priority features.
Don’t jeopardize your CRM platform with any less than the best. Our Salesforce consultants elevate the quality of your implementation and integrations for a reliable CRM experience. We have a proven track record in achieving high-caliber Salesforce solutions, so you don’t have to deal with costly errors.
Having top-tier Salesforce consultants at your side is ideal for carrying out Salesforce enhancements in scalable phases. Our specialists will create a detailed roadmap to outline next steps and ensure an optimal use of resources.
As you look for Salesforce consulting services, be sure that they demonstrate these key values, as well as technical skills. Ideally, your hired experts should hold official Salesforce certifications for Sales Cloud and/or other technical areas.
Spearhead Salesforce success with Nearsure
At Nearsure, we champion stronger customer relationships through technology. We implement personalized solutions that remove your customer pain points and streamline behind-the-scenes processes. Our Salesforce services are strategically designed to build loyalty with your customers while also advancing automation and efficiency.
We're proud to be Salesforce certified consultants driven by relationships and CRM outcomes. Overall, our technical excellence with Salesforce is based on values such as:
Our Salesforce consultants know the ins and outs of the platform. With a decade of experience, they’re well-equipped to customize a winning Salesforce strategy.
We apply agile practices to everything we do, enabling our technical teams to drive rapid, effective and high-caliber Salesforce implementation.
As Salesforce consultants, we’re well-aware of the sales challenges in today’s digital landscape. We take on your most complex needs by implementing and integrating customized Salesforce functions.
Our Salesforce consultants in Latin America share workday schedules with the U.S., making for frictionless real-time communication.
Our Salesforce specialists are excellent communicators, combining their English proficiency with a transparent collaborative style.
At Nearsure, we’ve created close-knit working groups called Studios to achieve technical excellence. Within our Studios, Salesforce professionals share knowledge, boost skills and leverage next-gen practices for top results.
Long-term relationships are our MO. We’re always seeking to deepen our partnerships and ensure your Salesforce platform is at the cutting edge of the industry.
FAQs about our Salesforce solutions services
Salesforce is an industry-best CRM platform that was recently named #1 worldwide for the 11th year in a row. It’s known for its robust platform with 16 core areas, including Sales Cloud, Data Cloud, Marketing Cloud and more. Specifically, its focus on automation and analytics stands out from other CRM options.
Salesforce is also easy to use, with 38% of Salesforce customers citing boosted productivity after adoption. And as if that weren’t enough, the Salesforce community is massive at 2.3 million members, which makes it easy to leverage forums, guides and pre-built solutions on our AppExchange.
Hiring Salesforce certified consultants is ultimately your decision. Yet, it can enable numerous advantages. To start, Salesforce specialists provide a high level of expertise, so that you implement truly best-in-class features and business processes. Doing so will also lower the risks of an expensive error or ineffective setup. What’s more, using specialists certified in Salesforce will help speed up time-to-market, add value and empower scalability.
Salesforce boasts of strong integrations with your business tools and beyond. For example, you can connect it to your essential apps using our MuleSoft technology. Common integrations include G Suite, Slack, QuickBooks, MailChimp, LinkedIn, DocuSign, Jira and more. Additionally, Salesforce has an AppExchange market that allows for seamless connectivity with hundreds of pre-built apps. Overall, Salesforce integration partners will help you pinpoint the most effective tech stack and integrate it effortlessly.
Salesforce staffing agencies match you with impressive Salesforce professionals who are ready to collaborate with your in-house teams. If you have gaps on your Salesforce teams or simply need specialized expertise, you can work with a Salesforce agency to hire the right professional. Typically, these experts work on special or short-term projects, allowing you to scale your Salesforce demands.
At Nearsure, we’re a top-tier Salesforce staffing agency with diverse certified experts available for hire. Most importantly, our world-class experts are based in Latin America, bringing you significant cost savings while retaining high quality.