Full-Cycle Salesforce Consulting services

Industry-specific expertise meets Salesforce excellence.

We empower our clients through implementing Salesforce or enhancing their existing Salesforce ecosystems through integrations, configurations, and more.

We aim to support and guide you through any phase of your Salesforce journey, whether you’re implementing it for the first time, looking for ongoing maintenance, or would like to give your current ecosystem a lift. Everything we’ve done has helped our clients achieve more efficient and unified business processes, saved time, saved money, improved scalability, more personalized customer engagement, and many other joys.

We’re Salesforce consultants based in sunny Southern California, but are happy to meet you anywhere in the US and beyond.

5/5 CSAT score on AppExchange

50+ industry-specific tools

to help you accelerate time-to-value on Salesforce

The SM Innovations Difference

All our implementations are advised by experienced Subject Matter Experts in our main verticals to answer the toughest industry-specific questions:

Financial Services

Transportation

Hospitality

Travel

Our Subject Matter Experts (SME) are certified Salesforce consultants with 10+ years implementing Salesforce within their respective vertical, working with many clients you may have heard of such as Hilton Hotel and First Republic Bank. This expertise helps us further connect with your users and customers, making it easier to build solutions tailored to your organization’s industry competitive edge.

What else makes us successful at what we do

Global company expertise with the engagement of a boutique org

Our leadership and technical staff hail from companies like IBM and Accenture. Our smaller size allows us to deliver that quality but with more engagement.

Seasoned delivery team with 7-15 years of Salesforce experience, with 7 official certifications on average

Our staff are certified Advanced Admins, CPQ Specialists, Service Cloud Consultants, Sales Cloud Consultants, App Builders, and so much more.

Success Stories

B. Gardner
    B. Gardner

    Director of Sales Technology at Wedgewood Weddings

    Working with SM has been really easy. They make sure that they are communicating constantly so that I never feel out of the loop. In instances where I wanted them to simply implement the solution the way that I wanted, they did so. In other instances, where I was at a loss on how to solve a problem, they asked pointed questions to recommend a solution based on their expertise. We plan to continue working with SM for future system improvements!

    B. Riccardi
      B. Riccardi

      CRO at Klover

      Seamless execution. Great partners in Salesforce success!

      B. Azuoma
        B. Azuoma

        IT Project Manager at GovInvest

        SMI was a tremendous help towards us automating a massive pain point in our Sales cycle. SMI’s assistance made implementing CPQ simple and efficient – we were able to get running with the tool in a shorter time than expected.

        Some happy clients so far

        Whether our clients were wealth managers or event planners, we found the right Salesforce solution that gave them the performance boost they were looking for. We’ve helped our clients experience the joys of more efficient meeting scheduling, transportation coordination, quoting despite complex pricing models, mass email sending, and other benefits we’ll be happy to share with you as well.

        What We Do

        Industry Subject Matter Expertise

        Our Salesforce consultants have several certifications and years working as admins and developers on the platform, often in the main industries we serve. These experiences help us address challenges unique to your industry.

        New Implementations, Integrations, and Configurations

        If you’ve never used Salesforce before, we’ll put together a roadmap of your whole implementation journey. If you just need some configuration, optimization, or an integration, we’ll just step in where you left off.

        Managed Services

        Once everything’s implemented, it’ll require some upkeep. Working with our Salesforce admins will save you time training your own team members while keeping your environment healthy, bug-free, and up to date with Salesforce’s frequent new releases.


        Our Partners

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