Salesforce Consulting Services
Maximize CRM potential and with expert Salesforce solutions.
Decades of Expertise in Salesforce-Powered Transformation
Here at M&S Consulting, we got our start as a CRM consultancy at a time when the idea of a CRM was only starting to get recognized as an important component of every organization. Right away, we saw Salesforce as a powerful contender in the marketplace and started implementing and building solutions with their “NO SOFTWARE” as early as the year 2000.
What is Salesforce? Salesforce is a top-rated, cloud-based CRM software helping companies find more prospects, improve sales pipelines, and maintain connection with customers, so they can provide great service at great scale.
Completing over 300 Salesforce projects across 150+ clients in a multitude of complex and diverse industries, we offer decades of experience in identifying, scaling, mobilizing, implementing, and maintaining digital transformation initiatives with Salesforce.
AGENTFORCE
Unlock the Power of Autonomous AI in Salesforce
The next evolution of AI is here, and it’s more than automation—it’s Agentic AI. Agentforce is Salesforce’s premier digital labor platform, empowering businesses to embed AI-driven decision-making, automation, and action orchestration directly into their CRM, workflows, and applications.
At M&S Consulting, we specialize in integrating and optimizing Agentforce to help organizations leverage intelligent AI agents that don’t just react but think, plan, and act autonomously—dramatically improving efficiency, customer engagement, and operational performance.
How Can Agentforce Transform Your Business?
- AI Agents That Work 24/7 – Deploy AI-driven sales reps, service agents, and marketing assistants that autonomously engage customers, resolve issues, and drive revenue.
- Dynamic AI-Powered Decision-Making – Agentforce connects Salesforce Data Cloud, AI models, and enterprise workflows, enabling real-time data-driven insights and automated actions.
- Custom AI Agents for Every Business Function – Whether it’s personalized sales coaching, automated customer service, or predictive marketing, Agentforce AI agents adapt to your business needs.
- Seamless Integration with Salesforce Ecosystem – Agentforce works natively within Sales Cloud, Service Cloud, Marketing Cloud, and Slack, automating processes without disrupting your existing workflows.
- Enterprise-Grade Security & AI Governance – Implement secure, compliant AI solutions with built-in trust, data security, and human oversight, ensuring ethical and reliable AI operations.
M&S Consulting Salesforce Software Services
Whether you’re starting from scratch or fixing up an Salesforce implementation that isn’t optimized, our M&S team is here to help you set up and sustain your Salesforce systems for long-term success.
Strategy and Planning
“We’ve started integrating Salesforce in our business, but feel like we aren’t getting the most out of it.”
“We’ve been weighing the options between Salesforce and other CRMs, and aren’t sure what will best help us reach our goals.”
“We have an idea of something we want to build, but aren’t sure if it’s possible.”
Our team is here to help you answer these questions and more so we can work together to create a game plan for sustainable future success.
We start by understanding the unique needs and goals of your business on a deep level. Then, we create a personalized plan for an optimized integration of the best software solutions in your business.
Implementation
Salesforce has an incredible reputation and strong capabilities that your business can take advantage of. Yet actually translating those capabilities into working systems that are seamlessly integrated into the structure of your business is where the real work (and results) happen.
Our certified Salesforce consultants are ready to lead your team through a smooth migration and set-up with Salesforce, minimizing any disruptions to your productivity in the process. Then, we’ll set up your systems and ensure that you are taking full advantage of every available functionality.
Managed Services
No CRM or software solution works as a “set it and forget it” type of service. These systems are evolving every second, meaning an implementation that is optimized today may not be fully optimized tomorrow.
That’s why our team is in this with you for the long haul. We’ll monitor performance, analytics, and feedback to identify growth opportunities, update you on relevant new innovations, advise you on how to continue optimizing your investment with Salesforce, and more.
Any questions or concerns pop up along the way? No problem. When you work with M&S, you’ll have the seasoned wisdom of our specialists on tap at all times.
Salesforce Consulting
Our elite security consultants specialize in…
Salesforce Backup and Enterprise Analytics
Enterprise clients need more from their Salesforce reporting environment. We’ve built a custom platform to address this. Nero allows you to combine with non-Salesforce data in the same high-performance, customized environment.
Enhancing Connection & Collaboration Through Custom Portals
We build Self-Service Portals, Customer Portals, and Partner Portals in the Salesforce Experience Cloud that enhance our customers’ collaboration. The robust solutions possible in the Experience Cloud enable organizations to expand their scope of community engagement, collaboration with partners, and employee connection through branded experience clouds. From personalized content to core integrations, Experience Cloud is a powerful asset to many businesses when you understand how to best optimize it.
Curious what Experience Cloud solutions could look like in your business? Let’s start a conversation.
Personalized Customer Engagement & Analytics At-Scale
The Salesforce Marketing Cloud is a powerful tool to help your company plan, manage, track, and optimize your marketing strategy. When optimized correctly, you’re able to connect your customers’ data across channels, engage across the entire customer journey, utilize AI for actionable insights, personalize your marketing to each customer, and much more. Our certified team of experts have niche expertise in high-ROI Salesforce processes and technology solutions.
Let’s take your company’s marketing capabilities to the next level. Schedule a call today. [link]
Sales Cloud Solutions Since 2002
One platform. Efficient and organized data. Built-in trusted AI. Our team has been working with the Salesforce Sales Cloud since 2002, when Salesforce was still a small business. Today, the Sales Cloud provides exceptional tools to automate and optimize all of your sales processes—through the entire sales lifecycle. Our team has years of experience developing and implementing custom Sales Cloud Solutions that help our customers drive business every day.
Don’t settle for inefficiency in your sales process. Let’s start a conversation.
Close More Deals With Actionable Insights
The Analytics Cloud allows organizations to take action on their data through visual insights, data predictions, custom dashboards, KPI tracking, and more; however, too many businesses are settling for the basics. Here at M&S Consulting, our team has deep experience in Big Data, the Internet of Things (IoT), and Business Intelligence (BI). This experience and expertise uniquely position our team to be able to provide world-class solutions for Analytics Cloud set-up, integration, and management in your business.
Improve Operations & Productivity for Service Teams
The Salesforce Service Cloud allows your company to seamlessly provide solutions to customer challenges in one unified workspace. From automating the efforts of your customer service agents to cohesively integrating all your communication channels, our team of certified Service Cloud consultants have developed and implemented numerous Service Cloud Solutions across industries.
Take your customer service to the next level. Get started today.
Groundbreaking Custom Salesforce Development
We have robust experience creating custom Salesforce Development & Salesforce Automation solutions with Apex, Visualforce, Heroku, JavaScript, Lightning, Workflows, Validation Rules, Process Builder, Approval Processes, and Libraries.
Not sure what those are? Don’t sweat it. This means we have the know-how to create any customized solutions that you need in order to reach your business goals, right in your CRM. Our certified Salesforce developers have produced some truly groundbreaking solutions to support our clients’ business processes.
Manage Data From Multiple Sources
Salesforce offers a rich set of APIs and declarative integration tools that make it easy to manage data from multiple sources. Our certified software architects and developers have produced smart integrations between Salesforce and legacy on-prem data systems using iPaaS (Integration Platform as a Service) solutions such as Dell Boomi. Our ability to bring best practices surrounding integration makes us the preferred choice as implementation partners.
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