Top 10 Salesforce Consulting Companies in the USA in 2026

Publish date:

• 21st January, 2026

Salesforce helps businesses in the United States adapt and grow. Companies of all sizes, from startups to large corporations, use it to streamline their work, improve customer service, and make better use of data. To benefit fully from Salesforce, organizations need a clear plan, technical know-how, and an understanding of their industry.

Top Salesforce consulting firms in the USA help companies design, implement, customize, and improve Salesforce solutions to meet their goals. As 2026 approaches, picking the right consulting partner is key to staying competitive in the fast-changing CRM landscape.

In this blog, we present the Top 10 Salesforce Consulting Companies in the USA for 2026. These companies are known for their expertise, certified professionals, and ability to deliver scalable Salesforce solutions ready for the future.

As of 2026, the AppExchange platform has more than 3,800 consulting and service partners. Over 170,000 certified experts worldwide support these partners.

In the United States, there are over 2,100 consulting firms. It shows the wide range of expert help available to businesses seeking specific solutions.

To help you choose the right Salesforce consulting firm, we have created a list of the top firms in the USA.

Some of the best Salesforce consulting firms in the USA for medium-sized businesses are:

• Codleo Consulting – This is ideal for medium-sized businesses in commercial real estate, healthcare, hospitality, hospitalityaity and mortgage banking.

• Ascendix Technologies – Ideal for medium-sized businesses in commercial real estate, capital markets, and mortgage banking

• Data Geeks Lab – Focused on nonprofit groups and schools.

• Seven Results – For small and medium-sized companies that offer professional services

What Are the Top 10 Salesforce Consulting Companies in the USA?

Codleo Consulting

Codleo is a certified Salesforce consulting partner with a strong track record of delivering comprehensive Salesforce solutions across diverse industries. With years of experience in implementation, integration, customization, and support, Codleo helps businesses get the most out of Salesforce to grow, work more efficiently, and offer better customer experiences.

What makes Codleo stand out among Salesforce consulting companies in the USA is its comprehensive approach—from platform assessment and strategy planning to implementation, workflow optimization, and post-launch support. Codleo also provides tailored solutions for unique business requirements, including AI-powered automation, data migration, and system integration.

Services provided by Codleo Salesforce Consulting:

• Salesforce implementation, re-implementation, and optimization

• Salesforce health check and audits

• Data migration, consolidation, and integration with third-party systems

• Custom Salesforce application and workflow development

• Salesforce configuration & customization

• Salesforce Marketing Cloud, Sales Cloud, Service Cloud, and Experience Cloud support

• Virtual Salesforce administration and ongoing maintenance

• User training and adoption support

Salesforce expertise of Codleo:

• Sales Cloud

• Service Cloud

• Marketing Cloud & Marketing Cloud Account Engagement (Pardot)

• Experience Cloud (Communities)

• Nonprofit Cloud

• CRM Analytics

• Mulesoft Integration

Industries & Domains Served:

• Healthcare

• Insurance & finance

• Education & nonprofits

• SaaS and professional services

• Real estate and energy management

Codleo’s added advantage:

Codleo not only provides standard Salesforce solutions but also delivers customized AI tools and automation, such as:

• Smart recommendation engines

• AI-powered chatbots

• Automated document processing and data entry tools

• Workflow automation to improve operational efficiency

What Codleo’s customers say about their Salesforce services:

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done on our Salesforce integrations. Your team's ability to understand our business needs and deliver beyond expectations has been exceptional.

We have experienced tremendous value by providing insightful suggestions to improve our operations. Your professionalism, experience, and commitment to excellence are unmatched. We highly recommend Codleo for any organization seeking a partner for complex Salesforce integrations, as well as for outstanding work and support.

Thank you again!"

Clients appreciate Codleo for:

• Expert team with deep Salesforce knowledge

• Comprehensive post-launch support

• Clear communication and timely problem resolution

• Personalized solutions tailored to business needs

With its combination of certified Salesforce expertise, custom solutions, and excellent support, Codleo Salesforce Consulting is one of the top choices for businesses seeking reliable, scalable, and innovative Salesforce services in the USA.

Ascendix Technologies

Ascendix Technologies is a certified Salesforce Summit consulting and AppExchange partner with over 20 years of experience. Ascendix focuses on custom CRM consulting and software development services designed to meet clients' specific needs.

Ascendix stands out among Salesforce consulting firms for its comprehensive services, from platform assessment to AppExchange app development, as well as custom CRM and app development built on Salesforce technology.

Services provided by Ascendix Technologies:

• Salesforce health check and audit,

• Salesforce implementation, re-implementation, and optimization,

• Migration to Salesforce from other CRM systems, legacy systems, and sales force automation solutions,

• AI consulting services and Agentforce AI agents implementation,

• Data import, export, migration, and consolidation,

• Salesforce configuration & customization,

• Salesforce integration with other third-party business solutions and CRM systems,

• Portal development on Salesforce DXP

• Virtual Salesforce system administration and maintenance,

• Salesforce org support and user training.

Salesforce expertise of Ascendix Technologies:

• Agentforce

• Sales Cloud

• Service Cloud

• Marketing Cloud

• Marketing Cloud Account Engagement (aka Pardot)

• Experience (aka Communities) Cloud

• Nonprofit Cloud

• CRM Analytics

• Mulesoft

Industries & Domains:

• Commercial real estate,

• Residential real estate,

• Private equity, capital markets, and venture capital,

• Commercial and residential mortgage banking

• Nonprofit and education

• Energy, resource management & utilities

• SaaS and professional services that serve B2B

Ascendix has created tools to enhance Salesforce and improve its basic features. Two popular tools they offer are Ascendix Search, which helps with advanced searching, and Composer, which makes document generation easy.

Ascendix Technologies has created a real estate CRM, AscendixRE, specifically designed for commercial real estate. They have strong expertise in Salesforce services and AppExchange product development. It makes Ascendix one of the top Salesforce consulting providers.

Beyond offering ready-made solutions, Ascendix Technologies can develop completely custom AI solutions for Salesforce, such as:

• Custom recommendation engines

• Chatbots

• Document abstraction tools

• Data entry tools

Melonleaf Consulting

Services provided:

• Salesforce health check

• Salesforce implementation, administration, and support

• Data migration services

• Salesforce platform and Lightning development

• AppExchange app development

Salesforce expertise:

• Sales & Service Cloud

• Marketing Cloud & Pardot

• Experience (Community) Cloud

• Healthcare Cloud

• Financial Services Cloud

• Commerce Cloud

Industries & Domains:

• Healthcare & pharmaceutical

• Automobile

• Education

• Real estate

• Media & entertainment

Melonleaf offers Salesforce consulting services and supports other CRM platforms, including HubSpot, Zendesk, and Pipedrive. They provide web and mobile app development, as well as cloud technology consulting.

SaaS Solutions

SaaS Solutions LLC is a top Salesforce consulting and development company. They focus on providing Salesforce CRM consulting and creating custom software built on Salesforce, all tailored to meet client needs.

Services provided:

• Salesforce consulting services

• Salesforce implementation & optimization

• Custom development

• Data services

• System integration

• Ad-hoc Salesforce administration and user training.

Salesforce expertise:

• Sales Cloud

• Service Cloud

• Marketing Cloud

• Security Cloud

• Experience Cloud

• Pardot

• Tableau (CRM Analytics)

Industries & Domains:

• Professional services

• Manufacturing

• High tech

• Life sciences

• Financial services

This Pennsylvania-based company is a HubSpot Platinum partner. It offers services to set up and integrate HubSpot solutions.

V2Force

V2Force, a part of V2Solutions, provides Salesforce implementation and custom development services. They also offer unique solutions available on AppExchange.

Services provided:

• Salesforce implementation

• Data migration services

• System integration

• Custom development services

Salesforce expertise:

• Sales Cloud

• Marketing Cloud (and MC Account Engagement)

• Service Cloud

• Field Service Lightning

• Experience Cloud

• CPQ & Billing

• Tableau

Industries & Domains:

• Manufacturing

• Non-profit

• Energy

• Fintech

This company offers Salesforce consulting and custom development services. It has created several solutions for the AppExchange platform, including integrations with Dropbox, Amazon S3, and Google Drive for Salesforce file storage, as well as the Recommendation GPT app.

Seven Results

Seven Results has been a Salesforce partner since 2013. We focus on helping businesses implement Salesforce and optimize its use over time.

Services provided:

• Salesforce implementation

• Ongoing platform configuration

• Salesforce managed services, platform support, and user training

• Custom software development on top of Salesforce

Salesforce expertise:

• Sales Cloud

• Service Cloud

• Custom Development Platform

Industries & Domains:

• Professional services

• Technology

• Financial services

This consulting firm, based in New York, provides complete Salesforce solutions for various industries.

Cloudsquare

Cloudsquare is a consulting company based in Los Angeles. They focus on Salesforce services, offering help with customer relationship management (CRM) and custom app development. They also provide unique solutions through their AppExchange offerings.

Services provided:

• Salesforce consulting and strategizing

• System integration

• Managed services

• Custom app configuration & development.

Salesforce expertise:

• Sales & Service Cloud

• Experience (Community) Cloud

• Health Cloud

• Marketing Cloud & Pardot

• Financial Services Cloud

• CPQ & Billing/li>

• Tableau

Industries & Domains:

• Non-Profit

• Manufacturing

• Technology & high tech

• Retail & consumer goods

• Media & entertainment

• Financial services

• Healthcare & lifescience

Cloudsquare also offers Salesforce-based products like:

• BrokerSuite (an app for a merchant cash advance)

• Credit Hero (app for integration with Experian, Equifax, and TransUnion credit data),

• Thomson Reuters Clear (an app for the collection of public and proprietary records),

• Cloudsquare BankLink (an app for bank account verification and risk analysis).

SaaScend

Services provided:

• Salesforce audit and assessment

• Ongoing Salesforce support

• Data augmentation and cleaning

• Reporting & dashboards

• Sales & marketing processes automation

• App integration

• Custom software development

Salesforce expertise:

• Sales Cloud

• Marketing Cloud Account Engagement (Pardot)

• Service Cloud

Industries & Domains:

• RevOps

• Recruitment

• High tech

• Education

• Manufacturing

• E-commerce (B2B)

This San Francisco-based company serves B2B organizations across various industries.

The BlackIron Group

The BlackIron Group is a consulting firm that helps businesses use Salesforce. They focus on integrating complex systems in technical environments.

Services provided:

• System integration and refinement

• Salesforce functional extension and web development

• VisualForce, Lightning Components, and APEX triggers

Salesforce expertise:

• Sales Cloud

• Service Cloud

• Custom Development Platform

Industries & Domains:

• Trucking

• Healthcare

• Manufacturing

• Professional services

This company is based in Norwalk, CT. It primarily works in technical fields that require specialized solutions.

Neocol

Neocol is a consulting firm based in Chicago. They focus on helping subscription-based businesses and creating connected customer experiences for innovative companies.

Services provided:

• Self-service APIs development

• NetSuite ARM connectors

• Hosted payment solutions

• Professional managed services

• Integration and development services

Salesforce expertise:

• Revenue Cloud

• Sales Cloud

• Service Cloud

• Experience Cloud

• MuleSoft

Industries & Domains:

• High tech

• Subscription companies

This Illinois-based company works with innovative subscription businesses to provide top-notch subscription platforms.

How to Choose the Best Salesforce Consulting Firm in the USA?

The success of your Salesforce project largely depends on the choices you make. Selecting the right consultants, developers, strategies, and tools can significantly influence how smoothly your project is implemented, how well it aligns with your business goals, and how much value it delivers over time.

Choosing a Salesforce consulting firm requires careful consideration of factors such as expertise, industry experience, service offerings, and post-implementation support. Making informed decisions from the start ensures your organization maximizes the benefits of Salesforce and achieves long-term growth.

A solution that works well for one company might not work for yours, because different projects require different approaches. It makes choosing the right consulting agency a critical decision.

Understand Your Needs Clearly

Start by ensuring you understand your business needs before implementing Salesforce. Create a clear plan that outlines your objectives, goals, and expectations from Salesforce. This plan will help guide you through the process.

Ask yourself these critical questions as you figure out your needs:

• What specific business processes do you want to improve or automate with Salesforce?

• Do you need Salesforce for sales, marketing, customer support, or all of these?

• What are your long-term goals, and how can Salesforce help achieve them?

• Are there any unique challenges or industry-specific needs that Salesforce should address?

• What is your budget for Salesforce implementation?

By answering these questions, you can make a clear list of what you need. It will make it easier to find the right partner to help you set up Salesforce.

To help you decide, we created a checklist of key points to consider when choosing the best Salesforce consulting company.

1. Industry Expertise

Many well-known areas, such as Communications, Education, and Financial Services, have strong support on AppExchange. However, smaller fields such as Commercial Real Estate and Capital Markets often lack attention.

To successfully implement Salesforce, you need more than just technical skills. You also need to understand specific business needs—this is often missed.

When choosing Salesforce partners, pick one with expertise in your industry. Your consultant should understand your specific needs well.

2. Salesforce Expertise

Salesforce certifications are essential for evaluating a provider’s Salesforce consulting services. They confirm that the provider has the necessary technical knowledge, skills, and resources for a successful Salesforce implementation and project management.

They show that the CRM solutions provider is dedicated to keeping up with Salesforce changes. You can trust their expertise to help ensure your project is successful.

3. Agile Cost Structures

Investing in a Salesforce rollout can be expensive, but there are affordable options available. Set your budget early and find Salesforce partners that align with your financial plan.

Compare the engagement models of different consulting firms to find the best, most cost-effective solution for your needs.

It’s essential to find the right balance between quality and cost.

4. Client Project Portfolios

Customer success stories show what a company can achieve. These testimonials highlight how the company meets different business needs, solves project challenges, and uses new solutions.

Reviewing a vendor’s portfolio gives valuable insight into their skills and how they solve problems.

5. Communication and Management Style

Having technical skills is essential, but they alone won’t ensure a project's success. Good communication and effective management are just as important. You need to know how quickly your questions will be answered and how issues will be resolved.

Reviews on sites like AppExchange and Clutch.co show that a technology partner's ability to manage projects and communicate well is essential. At Codleo, we focus on open and honest management, meeting client needs, and providing excellent customer experiences. Our clients often praise us for these qualities.

6. Training for Users, Support, and System Administration

The Salesforce journey doesn't end with deploying the solution. To help users feel comfortable and skilled, you need ongoing training and support during and after implementation.

If your company doesn't have enough time or resources, your consulting partner can help. They can create a sandbox, provide how-to guides, offer corporate training, and give support after training. It will make sure all issues are addressed.

After each Salesforce release, your system may need more setup. It means you need dedicated Salesforce admins to monitor new features and upgrades. They ensure everything runs smoothly and efficiently.

Final Words

Improve your business operations with Codleo Consulting, a top Salesforce consulting firm in Delaware. Our services help boost your team’s productivity and make your CRM experience easier.

Our experienced Salesforce consultants are ready to customize your Salesforce system to match your business values. They combine the latest Salesforce technology with substantial industry knowledge.

You will enjoy a streamlined, efficient, and powerful Salesforce solution that fits your business perfectly.

Book a complimentary call to discuss your CRM project today!