Full-Cycle Salesforce Consulting services

Industry-specific expertise meets Salesforce excellence.

LEARN HOW

Maximize your Salesforce investment with expert guidance. We empower businesses in financial services, transportation, and hospitality to streamline operations, enhance customer experiences, and drive growth through tailored Salesforce solutions and beyond. Whether you’re implementing Salesforce for the first time or seeking to optimize your existing platform, our seasoned consultants deliver measurable results: increased efficiency, cost savings, improved scalability, and personalized client engagement. We’re based in sunny Southern California, but have been delivering success across the country.

5/5 CSAT score on AppExchange

50+ industry-specific tools

to help you accelerate time-to-value on Salesforce

The SM Innovations Difference

All our implementations are advised by experienced Subject Matter Experts in our main verticals to answer the toughest industry-specific questions:

Financial Services

Transportation

Hospitality

Travel

Our Subject Matter Experts (SME) are certified Salesforce consultants with 10+ years implementing Salesforce within their respective vertical, working with many clients you may have heard of such as Hilton Hotel and First Republic Bank. This expertise helps us further connect with your users and customers, making it easier to build solutions tailored to your organization’s industry competitive edge.

What else makes us successful at what we do

Global company expertise with the engagement of a boutique org

Our leadership and technical staff hail from companies like IBM and Accenture. Our smaller size allows us to deliver that quality but with more engagement.

Seasoned delivery team with 7-15 years of Salesforce experience, with 7 official certifications on average

Our staff are certified Advanced Admins, CPQ Specialists, Service Cloud Consultants, Sales Cloud Consultants, App Builders, and so much more.

Success Stories

    Director of Sales Technology at Wedgewood Weddings

    Working with SM has been really easy. They make sure that they are communicating constantly so that I never feel out of the loop. In instances where I wanted them to simply implement the solution the way that I wanted, they did so. In other instances, where I was at a loss on how to solve a problem, they asked pointed questions to recommend a solution based on their expertise. We plan to continue working with SM for future system improvements!

      CRO at Attain

      Seamless execution. Great partners in Salesforce success!

        IT Project Manager at GovInvest

        SMI was a tremendous help towards us automating a massive pain point in our Sales cycle. SMI’s assistance made implementing CPQ simple and efficient – we were able to get running with the tool in a shorter time than expected.

        VIEW ALL REVIEWS

        Some happy clients so far

        Whether our clients were wealth managers or event planners, we found the right Salesforce solution that gave them the performance boost they were looking for. We’ve helped our clients experience the joys of more efficient meeting scheduling, transportation coordination, quoting despite complex pricing models, mass email sending, and other benefits we’ll be happy to share with you as well.

        VIEW SUCCESS STORIES

        What We Do

        Subject Matter Expertise

        Our Salesforce consultants bring a wealth of expertise to the table, backed by multiple certifications and years of hands-on experience as admins and developers. Having worked extensively in the key industries we serve, we understand the unique challenges your business faces. This deep industry knowledge enables us to deliver solutions that are precisely tailored to your needs.

        New Implementations, Integrations, and Configurations

        Whether you’re new to Salesforce or just need some expert tweaks, we’ve got you covered. For first-time users, we’ll craft a comprehensive roadmap to guide your entire implementation journey. If you’re further along and require configuration, optimization, or integration, we’ll seamlessly pick up where you left off.

        Managed Services

        After your Salesforce implementation is complete, ongoing maintenance is essential to keep things running smoothly. Partnering with our Salesforce admins will save you the time and effort of training your own team while ensuring your environment remains healthy, bug-free, and always up to date with Salesforce’s frequent updates and new features.

        VIEW SERVICES

        Our Partners

        blackthorn logo
        aws logo

        Ready to evolve your business?

        Verified by MonsterInsights