Salesforce Certified Experts
Delve deeper into your customer relationships with premier Salesforce consulting services. Along your entire CRM journey, leverage ultra-customized Salesforce solutions to strengthen connections, capture prospects, and drive more deals.
Delivering excellence to our clients
Our experience as Salesforce experts
Boost customer relationships with Salesforce-certified consultants who turn your data into a 360° view to make informed decisions. From lead generation to personalized journeys, our services streamline workflows and maximize adaptability.
Over the last decade, we’ve partnered with leading global brands, backed by:
Salesforce professional services
As a leading Salesforce consulting partner, 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
Our certified experts dive deep into your goals and challenges. We audit your system, remove inefficiencies, and recommend the best tools to optimize customer relationships and improve your business outcomes with practical, tailored advice.
Salesforce CRM implementation and customization
We accelerate your Salesforce deployment by uniting tools, data, and processes. Our customizations transform your sales pipeline and workflows, helping you close deals faster, increase productivity, and deliver a better experience to your customers.
Salesforce integration and development
Seamlessly connect Salesforce with your key tools to create a unified ecosystem. Our integration experts help you achieve full customer visibility and use low-code solutions that boost efficiency, streamline operations, and make your system scalable for growth.
Salesforce ISV partnerships
We develop tailored AppExchange apps designed to simplify your processes and close Salesforce gaps. Our solutions enhance business functionality, enabling you to innovate and meet specific needs with apps built to drive your success.
Salesforce support
We support you throughout every phase — from planning and launch to integration and ongoing optimization. Our team keeps your Salesforce environment running smoothly while spotting new ways to modernize and improve your system’s performance.
Agentforce
Leverage Generative AI with our Agentforce services. We create and deploy autonomous AI Agents to support across multiple key areas like Sales, Service, and Marketing. AI Agents can integrate multiple data sources, helping you deliver smarter, faster, and more personalized customer experiences.
Salesforce health check
Our team performs a detailed technical review of your Salesforce setup, including configuration and performance analysis. Our assessment identifies gaps and provides actionable recommendations to improve system health and maximize your platform’s value.
Salesforce training and mentorship
We deliver role-specific training that empowers your team to use Salesforce confidently. From navigation to sales processes and reporting, our programs help users at all levels work smarter and make the most of the platform’s capabilities.
Our top Salesforce tools
Why choose Nearsure
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Our success stories
Transforming K–12 Nonprofit Support with AI-Powered Agents
FAQs about our Salesforce professional services
How will working with a Salesforce certified partner benefit my business?
A certified partner brings proven strategies that reduce risk, accelerate deployment, and maximize ROI. Our certified consultants:
- Customize Salesforce to your exact processes.
- Avoid costly errors that slow your growth.
- Speed up go-live with tried-and-tested frameworks.
- Build scalable architectures for future expansion.
- Align tech decisions directly with business goals.
How can we improve customer relationships that are suffering from fragmented interactions?
We integrate multiple data sources, using Salesforce as the core to support every personalized interaction. This approach enhances customer perception and awareness. Our experience across industries enables us to provide replicable solutions that focus on delighting customers and showing them that you care. Reach out to boost your customer experience!
Can you support ongoing Salesforce optimization after implementation?
Yes. Depending on your needs, we offer two flexible models: a dedicated expert or team working full-time under your guidance, or fractional support packs, where a certified team resolves the tickets, your team generates.
Our support ensures your Salesforce keeps delivering value by:
- Removing inefficiencies and streamlining processes.
- Deploying new features as they’re released.
- Keeping integrations secure and up to date.
We also provide ongoing training so your team can make the most of new tools and workflows.
What if I need extra Salesforce talent quickly?
As a Salesforce staffing agency, we provide vetted, certified professionals ready to join your team immediately, whether for a short-term project or ongoing work. Our experts in Latin America work in your same time zone, ensuring fast collaboration at competitive rates without sacrificing quality. Explore our certified experts now!
How do I know if my current Salesforce setup is performing well?
Our Salesforce Health Check service gives you a deep technical audit of your platform’s configuration, performance, and security. We’ll identify gaps, recommend quick wins, and outline a roadmap for optimization so your CRM keeps delivering measurable business value.
How does Nearsure ensure project success?
We combine Salesforce expertise with agile delivery and business alignment. Every project has a clear roadmap, frequent progress check-ins, and open communication channels. Plus, our Studio-led culture means our experts constantly share best practices internally, so your solution benefits from collective expertise, not just individual knowledge. Start your project with confidence!