Experts
Salesforce Consulting
With using Salesforce for our internal team, WebFX is well equipped to help your business maximize your investment.
CLIENT SATISFACTION SCORE
Industry average: 72%
WHY IS OUR SATISFACTION SCORE SO HIGH?
Project management
ROI tracking
Diverse skillsets
“we were able to optimize our [search] campaigns and integrate them with Salesforce to get them to a more efficient state”
Marketing Director, Telemedicine Service Provider
Rated 4.9/5 stars on G2
Rated 4.9/5 stars on Clutch
Retention Rate
Industry average: 50%
WHY IS OUR RETENTION RATE SO HIGH?
Scalable solutions
Industry specialists
Proven results
The Salesforce Marketing Consultants That Make Your Investment Worth It
Salesforce is one of the most popular customer relationship management (CRM) platforms that helps businesses bring their data together to make better sales and marketing decisions. With its robust features, it can feel intimidating to start using the platform. With a Salesforce marketing consultant like WebFX, you can get a team of experts that will help you leverage every feature effectively, so you can maximize your Salesforce investment.
Salesforce Consulting Services to Empower Your Sales Team
As your Salesforce marketing consultant, you’ll get everything you need to leverage Salesforce correctly for your business. See what we offer below:
Salesforce setup and optimization
Salesforce setup and optimization
Once you decide to invest in Salesforce, the real work begins. One of the first things you’ll need to do is onboarding. If you haven’t worked with Salesforce before, it can feel overwhelming trying to figure out how to set up the software, sync your data, and complete other tasks.
Getting Salesforce set up right is a crucial component to you leveraging the software to its fullest potential.
Instead of wasting time (and money) stressing out and trying to figure out how to do it right, you can rely on the experts at WebFX to do it for you. We’ll help you optimize your setup and sync your data to set you up for success.
Technical consulting
Technical consulting
Are there things about Salesforce you don’t understand? Are you having trouble getting your data to sync from different channels? Trying to troubleshoot these issues can be a tall task, especially if Salesforce is completely new to you.
That’s why it’s great to invest in our Salesforce Marketing Cloud consulting services or Salesforce Data Cloud consulting services. No matter which you use, we can help you troubleshoot any issues you’re having to ensure your data syncs properly so you can leverage it.
ROI tracking and evaluation
ROI tracking and evaluation
If you’re going to invest time and money into software, you want to know that it’s providing the return you desire — that means calculating your ROI.
As your Salesforce marketing consultant, we can calculate your marketing ROI and customer lifetime value (CLV) for you. With the help of our client-exclusive software, RevenueCloudFX, we can track your marketing campaigns to see how your data and investment in Salesforce impacts your marketing ROI.
Unlock Business Growth with WebFX’s Unique Technology Integration with Salesforce
As your Salesforce CRM consultant, WebFX offers a unique advantage that sets us apart — RevenueCloudFX. This proprietary software connects your Salesforce CRM data with advanced marketing and sales insights, enabling you to unlock the full potential of your data. Over 500 businesses (and counting!) have achieved an average lift of 25% or more in marketing ROI by leveraging RevenueCloudFX alongside Salesforce CRM. Here’s how this powerful integration can transform your business:
Track ROI with Unmatched Precision
By integrating Salesforce CRM data with RevenueCloudFX, you gain a clear view of your marketing ROI and customer lifetime value (CLV). This integration equips you with actionable insights for smarter, data-driven decisions that amplify long-term success.
Centralize Data for Enhanced Sales Performance
Seamlessly track deals and centralize revenue data in Salesforce CRM to ensure accurate attribution to the right marketing channels. This streamlined approach enhances accountability while improving sales and marketing alignment.
Gain Insights Across Multi-Channel Campaigns
Understand how your marketing efforts across various channels contribute to revenue generation. With RevenueCloudFX, you’ll have a unified view of your customer journey, enabling more effective strategies that drive results.
Maximize Ad Performance With Precision Targeting
Leverage Salesforce CRM’s rich customer data to refine your ad targeting on platforms like Google and Facebook. This integration ensures that your ad spend is optimized to deliver higher returns and increased sales.
Streamline Lead Qualification
Identify high-value leads effortlessly with the combined power of Salesforce CRM and RevenueCloudFX. This ensures your sales team focuses on the most promising opportunities, accelerating conversions and boosting revenue.
Foster Collaboration Between Teams
Strengthen collaboration between your sales and marketing teams by creating a centralized data hub with Salesforce CRM and RevenueCloudFX. This alignment leads to cohesive strategies and greater business success.
RevenueCloudFX & Salesforce: Empower and leverage your data with RevenueCloudFX
As your Salesforce solutions provider, you gain access to something no other consultant has — RevenueCloudFX. RevenueCloudFX is our client-exclusive software that enables you to obtain more leads, close sales, and increase revenue through data-driven marketing.
By pairing RevenueCloudFX with Salesforce, you create a marketing data powerhouse that drives a better ROI for your business. Here’s what RevenueCloudFX can do when used with Salesforce:
So, if you want to create a marketing and data powerhouse, integrate Salesforce with RevenueCloudFX to create more targeted, revenue-driving campaigns.
How WebFX Can Help Unlock a 25% Greater Marketing ROI with Salesforce
- Dedicated data technology team to consult on your business technology needs
- 40+ hours dedicated to establishing data foundations within the first 90 days
- Seamless integration with 1,200+ different business technologies
- Holistic digital marketing consulting to help drive more leads and improve online presence
- Transparent ROI reporting with monthly performance consultations to track progress
Technology Provider
- May provide internal support, often relying on third-party consultants
- Initial consulting support varies; commitment levels may differ significantly
- Facilitate integrations primarily within their own ecosystems
- Generally focus on platform-specific strategies and implementations
- Reporting tools available, but emphasis on ROI may vary significantly
Other Consulting Companies
- Typically have specialized teams, but may be smaller and lack extensive resources
- Initial engagement varies; some may offer limited or project-specific support
- Capabilities vary widely; some specialize in specific technologies and may not support as many integrations
- Services can be narrowly focused, often lacking a comprehensive marketing approach
- Reporting quality varies; some may lack regular insights or actionable consultations
Connect with our Salesforce marketing consultants at WebFX!
If you want to get the most from Salesforce and your data, invest in Salesforce consulting services from WebFX. Our skilled team of experts will provide you with the guidance you need to leverage the platform and use your data to power your marketing.
Contact us online or give us a call at 888-601-5359 to see how we can help you get a better ROI with Salesforce!
Salesforce Integration Consulting Services
digital marketing services ($3K+/month) required
- Salesforce experts
- Onboarding support
- Technical consulting
- ROI evaluation
FAQs about Salesforce and Salesforce marketing consulting
What is Salesforce?
Salesforce is an integrated CRM platform that enables you to sync marketing, sales, commerce, and other company data in one place to power your sales and marketing decisions.
What is Salesforce Marketing Cloud?
Salesforce Marketing Cloud enables you to leverage the data you collect to deliver personalized campaigns for every part of the customer lifecycle. It helps you build lasting customer relationships to boost crucial metrics like ROI, CLV, and more.
What is Salesforce Data Cloud?
Salesforce Data Cloud is a data platform that helps you sync your company’s data to give you a full view of your customer data. It’s a valuable tool for helping you set up automations, personalize engagement, and more.
What does a Salesforce marketing consultant do?
A Salesforce marketing consultant can help you do a lot of tasks with the software. They can help you get it set up and optimized, as well as get your data properly imported to set you up for success and ensure you can leverage your data effectively.
Whether you have a Salesforce Marketing Cloud partner or a Salesforce Data Cloud partner, you’ll get help with optimizing the data within Salesforce. A consultant can troubleshoot any issues you’re having and ensure your data syncs from all your channels
Why should I hire a Salesforce integrator?
Not sure if a Salesforce partner is the right move for you? Here are a few reasons why you’ll want to work with one:
