Best Salesforce Consulting Companies in New York

New York businesses are investing heavily in CRM platforms to drive digital transformation, with Salesforce leading the charge across industries like finance, healthcare, legal, and education.

For businesses in the five boroughs and beyond, choosing the right Salesforce consulting firm is critical. Whether you’re a fintech startup in Manhattan, a healthcare provider in Brooklyn, or a retail brand in Queens, a qualified Salesforce consultant can dramatically impact your ROI, data security, and time to market.

This guide helps you evaluate and select from the top Salesforce consulting companies serving the New York market in 2025. Let’s get started! 

The Role of a Salesforce Consulting Firm 

Salesforce consultants do far more than deploy CRM systems. Especially in New York’s fast-paced, highly regulated business environment, the right consulting partner becomes a strategic asset.

Key Services offered by Salesforce Consultants:

• Tailored CRM Implementation & Configuration: Experts help map Salesforce products like Sales Cloud, Service Cloud, and Marketing Cloud to your exact workflows and goals.
  
• Integration with Third-Party Platforms: Seamless connectivity to ERPs (like SAP or NetSuite), finance tools (QuickBooks), marketing platforms (HubSpot), and industry apps.
  
• Secure Data Migration: Firms ensure GDPR/CCPA compliance and adherence to U.S. data privacy standards, critical for financial and healthcare clients.
  
• Training & Change Management: Custom training for sales, service, and marketing teams in hybrid and remote-first organizations.
  
• Automation & Analytics: Implementation of Salesforce Flow, dashboards, and reporting tools for insight-driven decision-making.
  
• Post-Go-Live Support: From bug fixes to roadmap planning, managed services ensure the system evolves with your business.

Also Read – Best Salesforce Consulting Companies in France

Key Factors to Consider When Choosing a Salesforce Consulting Firm

Before signing an engagement letter, companies should take a 360-degree view of potential partners. Here’s what matters most:

1. Salesforce Certifications & Expertise

Check for certifications across Salesforce Clouds (Sales, Service, Marketing, Experience). Bonus: Look for specialized credentials in CPQ, Field Service, or Health Cloud.

2. Industry Experience

Prioritize firms that have worked in your vertical. For example:

• Financial services → Banking compliance, lending workflows
• Healthcare → HIPAA alignment, patient portals
• Media & publishing → Subscription models and ad sales integrations

3. NYC Client Base

Look for firms with proven NYC projects. This ensures they understand the regulatory landscape, competitive market, and regional business culture.

4. Methodology

Agile? Waterfall? Hybrid? Choose a firm whose delivery method aligns with your internal team structure and decision cadence.

5. Collaboration Options

Do they offer on-site meetings in Manhattan? Are they responsive during New York business hours? In a 24/7 city, time-zone compatibility matters.

6. Compliance & Security Readiness

New York companies—especially in finance, legal, and healthcare—need consultants who understand:

• SOC 2 and HIPAA compliance
• Encryption, MFA, and audit-ready practices

7. Pricing Transparency

Insist on clear pricing models (hourly, fixed-bid, T&M) and an understanding of ROI—many good firms provide post-launch performance tracking dashboards.

8. Local Presence & Team Availability

Does the firm maintain an office or delivery team in NYC or neighboring regions like Brooklyn, Jersey City, or Stamford? This ensures quicker escalations and smoother communication.

9. Reputation & Reviews

Use platforms like Salesforce AppExchange, G2, or Clutch to vet feedback. High scores and recurring clients are good indicators.

10. Pilot Projects & Demos

Before a full rollout, test their capabilities via a small proof of concept. This reveals the consultant’s flexibility, quality, and communication strengths.

Also Read – Best Salesforce Consulting Companies in Germany

Top Salesforce Consulting Companies in New York 

1. GetGenerative.ai

GetGenerative.ai is the first AI-native registered Salesforce consulting partner, reshaping implementation by combining 80% AI automation with 20% expert-led strategy. Unlike traditional firms, it integrates intelligent agents across the Salesforce lifecycle, automating repetitive tasks and accelerating time-to-value by 10 times.

AI Agents Driving Implementation Efficiency:

• Pre-Sales Agent – Auto-generates proposals, effort estimates, and scope plans
  
• Design Agent – Converts business inputs into solution architecture and user stories
  
• Build Agent – Produces implementation workbooks and task breakdowns
  
• Code Agent – Generates Apex classes, triggers, and Lightning Web Components
  
• Test Agent – Automates test case creation, execution, and defect tracking
  
• Support Agent – Automates issue resolution by using historical project context

Client Benefits:

• 80% Efforts saved in Proposal Creation
• Enterprise-grade traceability with built-in documentation and metadata linkage

Industries Served:  

• Salesforce Data Cloud and Agentforce
• Salesforce Industries Clouds
• Core Clouds

Use Case Example: A SaaS company implemented a full Salesforce org with AI-generated designs and test cases in under 8 weeks—half the usual timeline.

📞 Phone: +61 466 149 529

📧 Email: himanshu@getgenerative.ai

Explore GetGenerative.ai’s Salesforce Consulting Services

2. CloudMasonry

CloudMasonry offers deep technical expertise and over a decade of success in NYC.

Services:

• Salesforce implementation, integration, and managed services
• Data migration, health checks, roadmap design

3. Forcery

Forcery bridges Salesforce CRM and advanced marketing automation, particularly for NYC’s media, real estate, and tech firms.

Services:

• Pardot implementation
• Apex development & Flow automation
• Marketing and CRM data integration

4. Edison & Black

Known for fusing AI with Salesforce deployments, Edison & Black brings machine learning and RPA capabilities into CRM projects—ideal for digital-native firms.

Services:

• AI dashboard design, ML automation
• Digital transformation consulting
• Salesforce + AI hybrid architecture

5. Cloudsquare

Featured on the Inc. 5000 list, Cloudsquare is one of the fastest-growing Salesforce specialists in the country with a heavy focus on financial services.

Services:

• Salesforce development for alternative lending
• End-to-end platform builds
• Managed services and app integrations

6. Winklix

Winklix brings over a decade of Salesforce experience with a global delivery model and deep NYC roots. The firm has delivered 150+ Salesforce projects across 30+ industries and maintains a 4.9-star rating on the Salesforce AppExchange.

Services:

• Salesforce implementation across Sales, Service, and Marketing Cloud
• Data migration, process automation, and system integration
• Post-go-live support, optimization, and ongoing consulting

7. Logic Mount

With nearly a decade of Salesforce experience, Logic Mount is known for building industry-specific custom Lightning components and handling complex multi-cloud implementations.

Services:

• Salesforce CRM setup for Sales, Service, and Experience Cloud
• Apex/Lightning development and architecture design
• Integration with apps like HubSpot, NetSuite, and AWS
• QA, user training, and long-term support

8. VALiNTRY360

VALiNTRY360 stands out by combining Salesforce consulting with specialized staffing services, helping New York firms scale both tech and talent.

Services:

• Lightning migration and custom app development
• End-to-end Salesforce implementation and integration
• Fractional consultants and managed services
• ROI and performance tracking dashboards

9. Cirrius Solutions

Cirrius Solutions is in the top 1% of Salesforce partners globally. With over 500+ implementations, their strength lies in enterprise-grade CRM transformations.

Services:

• Field Service Lightning, CPQ, Billing, and NetSuite integrations
• Salesforce Marketing Cloud and Pardot setup
• Visualforce, Apex, and Lightning development
• Advanced reporting and system governance

10. Trango Tech

Trango Tech delivers Salesforce consulting as part of a broader digital transformation suite that includes custom software and app development. With 200+ successful projects, they bring a design-first mindset to every engagement.

Services:

• Salesforce implementation for Sales, Service, and Marketing Cloud
• Application integration, configuration, and workflow automation
• UI/UX design and mobile development support
• Ongoing support and roadmap consulting

Also Read – Best Salesforce Consulting Companies in UK

Tips for a Successful Salesforce Implementation 

1. Start With Strategy

Define clear business goals, user personas, and data sources. Set KPIs upfront (e.g., lead conversion rate, customer satisfaction, case resolution time).

2. Involve Stakeholders Early

Include leadership and key departments from day one to ensure alignment and buy-in.

3. Prioritize Data Readiness

Clean, deduplicated, and compliant data is critical. Ensure you meet SOC 2, HIPAA, and NYDFS standards if relevant.

4. Emphasize User Adoption

Invest in hands-on training, build internal champions, and use change management strategies to reduce resistance.

5. Think Agile, Rollout Phased

New York businesses benefit from agile, iterative launches. Start small, measure impact, and expand strategically.

6. Stay Engaged Post Go-Live

Schedule regular business reviews with your consulting partner. Use feedback loops and analytics to improve continuously.

Conclusion

New York’s pace of business is unmatched, and Salesforce can help companies stay ahead. But success depends on more than just the technology—it relies on choosing the right partner who understands NYC’s industries, expectations, and execution standards.

Whether you’re a startup in SoHo or a Fortune 1000 firm in Midtown, the firms listed above offer tailored services, certified expertise, and local relevance to support your journey.