Search for:
  • Advisory
  • Assurance
  • Tax
  • Strategic Alliances
Services

Salesforce Consulting Services

Salesforce Consulting Services That Deliver Results

Innovative Solutions

Cherry Bekaert is proud to be a Salesforce partner and a leader in digital transformation for organizations.

We own, design, build, run and operate Salesforce powered solutions-on behalf of clients.

Our approach allows organizations to get the most out of their Salesforce investments by minimizing risks, reducing overall costs and solving specific challenges.

Unique benefits of partnering directly with us:

  • Financing & payment terms flexibility
  • Single point of contact to simplify negotiations and vendor management
  • Working with one partner to drive implementation

Cherry Bekaert Services

We provide a wide range of services in the Salesforce ecosystem, which include:

Tableau Cloud Migration Assessment – We will help your organization prepare for its migration to Tableau Cloud by developing a well-defined strategy with a focus on archiving and consolidating content.

Salesforce Service Cloud GPT and Sales Cloud GPT – We will assist your organization enhance customer service operations by recommending and implementing the right Salesforce Service Cloud and Sales Cloud AI features aligned with business goals and customer needs.

Net Zero Cloud – Salesforce Net Zero offers a diverse range of tools that support businesses in performing carbon accounting and submitting reports to ensure compliance with environmental regulations. We will help you on this journey.

By partnering with us, you will have access to multiple Salesforce solutions.

Real-Time Visibility

Blend Salesforce data from across the Customer 360 platform with other business data for increased visibility and a deeper understanding of customers.

Eliminate Manual Tasks

Our Robotics Process Automation solutions eliminate manual tasks and processes at scale.

Build Communities

Use Experience Cloud to gain deeper relationships with customers or provide better service by enabling customers to easily find information and assist each other online.

Related Thought Leadership

Cherry Bekaert Expands Sustainability Capabilities with Salesforce Net Zero Cloud

Cherry Bekaert (the Firm) is pleased to announce that it is working with Salesforce to...

Learn More

Net Zero Cloud Capabilities and the Importance of ESG Reporting

Explore Salesforce's Net Zero Cloud and Cherry Bekaert's carbon accounting solutions for efficient ESG reporting...

Learn More

Preparing for Tableau Pulse and Migrating to the Cloud

Explore the features of Tableau Pulse and understand why cloud migration is crucial. Cherry Bekaert...

Learn More

Accelerate Business with Salesforce Solutions Powered by Generative AI

Learn how Salesforce's Sales GPT and Service GPT, powered by Generative AI, can boost customer...

Learn More

Your Salesforce Journey: Advice for Companies Starting Their Digital Strategy

Learn how to get started on your digital strategy. Discover the importance of starting with...

Learn More

Salesforce’s MuleSoft Robotic Process Automation (RPA): Hyperautomation for Middle-Market Organizations

Discover how Salesforce's MuleSoft RPA empowers middle-market organizations with hyperautomation, driving digital transformation and exceptional...

Learn More

The Year of Efficiency Part 2: How Your Technology Company Can Leverage Automation To Do More With Less

Listen to our 'Year of Efficiency' podcast to explore how technology companies leverage automation for...

Learn More
Let's Talk
Chuck Schaeffer

Chuck Schaeffer

Director, Advisory Services Salesforce Practice Leader

Let's Talk

Ready to Talk to an Expert, Request a Demo, and Receive a Free Trial?