Salesforce Consulting Services
Tailor Salesforce to your processes and keep it maintainable as you grow with a trusted Salesforce Partner.
4.97 CSAT
Score on AppExchange
16+
Years as a Salesforce Partner
Salesforce Services We Offer
Custom Implementations
Launch a tailored Salesforce solution to enhance customer service, improve operational efficiency, and scale growth with customized functionality. Partner with a Salesforce consultant who tailors the platform to your business. Our Salesforce experts analyze your specific needs and develop solutions that will help you reach your goals.
Strategic Integrations
Connect Salesforce with other business applications to boost capabilities, increase efficiency, centralize data, and break down silos between teams. Build strategic, secure application integrations to connect your business data with an experienced Salesforce Consulting Partner.
Platform Modernization
Gain a competitive advantage, drive productivity gains, enable new revenue streams, and deliver highly personalized customer experiences. Our Salesforce consulting team specializes in furthering your strategic vision on the platform by launching customized modern features.
Managed Services
Salesforce needs ongoing attention after go-live. We serve as your long-term partner, rolling out new features in planned phases and resolving issues before they stack up. Many clients stay with us for years beyond their first project, so we already know how their org is built.
Industry Expertise
We work in two industries closely enough to know their regulations and how the daily work actually gets done.
Salesforce for Nonprofits
Your programs, fundraising, and donor relationships belong in one system. We build on both Nonprofit Cloud and NPSP, connecting program delivery and case management to the full fundraising lifecycle. Reporting to your board and funders takes seconds instead of weeks.
Life Sciences Cloud
Give your team a 360-degree view of customers and patients. We handle Veeva migrations and ground-up builds: HCP/HCO reconciliation, EHR/EMR connections, HL7/FHIR APIs. Controls are configured to your Open Payments, PDMA, and HIPAA rules from day one.
We also build for financial services, mortgage, and other regulated organizations where a standard implementation doesn’t fit.
“Soliant Consulting helped us get more functionality out of Salesforce than we had thought possible. Our internal processes are significantly faster, and we’re connecting better with our donor base. We are more data-driven and agile, and it’s already having an impact on our success and delivery of our mission.”
Work with a Trusted Salesforce Consultant
We have built on Salesforce for more than 16 years, long enough to know how orgs age and where early shortcuts turn into expensive problems later. Every project starts with understanding how your business runs, then building a system that stays maintainable as your data, users, and integrations grow.
Our team speaks at Dreamforce and at user group meetings around the country, and we review each Salesforce release to find what’s worth bringing to our clients. Staying active on the platform helps keep the team sharp.
Salesforce Clouds We Specialize In
Deep expertise across the entire Salesforce ecosystem
Sales Cloud
Optimize rep productivity, accelerate deals, and increase successful outcomes with data-driven insights.
Service Cloud
Deliver world-class service with a single source of truth for your customers across all channels.
Experience Cloud
Connect customers, partners, and vendors with secure, scalable portals.
Nonprofit Success Pack
Track donations, manage programs, and measure impact efficiently.
Life Sciences Cloud
Unify clinical, medical, and commercial data for a 360-degree view of customers and patients.
Case Study
Andy Talley Bone Marrow Foundation
Leveraging Nonprofit Cloud to track donations, fundraising events, outreach, and more.
Andy Talley Bone Marrow Foundation partnered with Soliant to build Salesforce functionality that tracks donated items for fundraising auctions and automatically emails thank you notes to donors based on a complex set of donation criteria.