Strategies Group

Salesforce Consulting

Why Partner with the Strategies Group Salesforce Consulting Team?

As a Registered Salesforce Partner, our data and analytics experts understand the intricacies of the platform. We leverage the cloud, industry expertise and technology expertise to transform how our clients do business.

As a trusted advisor, we have assisted more than 2,000 clients, helping to refine their key business processes, increase sales, improve customer satisfaction and achieve better profitability. We partner with clients to create an achievable plan for discovery, implementation, adoption and training.


Salesforce Services:

Process Review

All key team members will meet for a discovery/evaluation meeting. Your consultant will ask strategic questions and review your Salesforce system to better understand your current processes, your team’s knowledge of the system, and potential areas of improvement. Your consultant will document your Salesforce processes from start to finish via a flow chart and discuss the areas of opportunity for streamlining processes via Salesforce’s automation capabilities.

Salesforce Strategy & Implementations

Our 4D implementation process is designed to help you Discover, Design, Deploy and Deliver key business processes to increase sales, improve customer satisfaction and become more profitable. Based in Atlanta, Georgia with offices in Pensacola, Florida, Portland, Oregon and Charleston, South Carolina, Strategies Group has been the recipient of numerous industry software awards and has been chosen as a top 100 Value Added Reseller by Accounting Technology Today magazine for three consecutive years.

Custom Solutions

If you can dream it, we can build it. Our team offers consulting services and custom development across the entire Salesforce Platform. We have the experience to leverage the platform in unique ways and solve complex business problems.


Contractors, Manufacturers and Distributors Love Working with our CRM Consultants:

Strategies Group was able to help us look at our processes and tailored customized solutions in our Salesforce instance to increase our efficiency and automate processes where necessary. The customizations provided by Strategies Group gave our employees time back to devote to more specialized work.

Brent Curl, Director of Sojourn Adventures
Strategies Groups understanding of what we do, and what our CRM software can do for us, is critical for our future plans.

Jim Mueller, COO, Lightspeed Aviation
 Strategies Group is a team of gifted programmers and brings vision to the table with each meeting. We have used Strategies Group for several large projects that have now been in use over many years bringing value to our joint client. We here are Front Line Systems enjoy our relationship and working with Strategies Group. 

Steven Erickson, Front Line Systems, Inc.
Strategies Group does everything CRM for me. I would not want to have a product such as CRM without Strategies Group as my go to resource!

Scott Hall, Reliable Roofing

Check out our plans and find the right one for you


Free Trial






Your Text



per hour

Client Process Discovery


Salesforce Automation Documentation & Mapping


Documented Proposal & Recommendations




per hour

Email Notifications

Automated Creation of Records

Automated Population of Record Fields

Creation of Custom or Global Action Buttons

Questions? Let Us Help Guide You!

Ask about Salesforce products, pricing, implementation or anything else. Our highly trained reps are standing by, ready to help.

Contact Us Sign Up
Strategies Group

Strategies Group

  • Industries
  • Services
  • Contact