★ Palm Beach, FL
Salesforce Experts
Salesforce Experts
Salesforce Experts
We help companies grow faster and work smarter, with Salesforce systems built around their business.
We help companies grow faster and work smarter, with Salesforce systems built around their business.
Featured Clients
Featured Clients
Featured Clients
Monthly Retainer Plans
Our Packages
Flexible monthly retainers to cover implementation, setup, development, integrations, and ongoing enhancements based on your business needs.
Monthly Retainer Plans
Our Packages
Flexible monthly retainers to cover implementation, setup, development, integrations, and ongoing enhancements based on your business needs.
Monthly Retainer Plans
Our Packages
Flexible monthly retainers to cover implementation, setup, development, integrations, and ongoing enhancements based on your business needs.
Packages start at $900/month.
Packages start at $900/month.
Packages start at $900/month.
Essentials
20 hours /month
Admin support for daily tasks
Quick fixes and troubleshooting
User Q&A and guidance
Small, safe enhancements
Monthly health checks to keep Salesforce optimized
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Growth
40 hours /month
Redesign key workflows to remove bottlenecks
Reduce manual processes with automation
Improve data quality and consistency
Align reports and dashboards with real KPIs
Provide targeted user coaching where needed
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Optimize
60 hours /month
Connect Salesforce with third-party tools and apps
Align data models and ensure proper syncing
Add robust error handling for reliability
Build and validate flows with test cases
Deliver advanced dashboards and analytics
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Scale
80 hours /month
Roll out new Salesforce features at speed
Train teams and manage change effectively
Strengthen governance and analytics
Support cross-departmental adoption
Deliver advanced automation and integrations
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Custom Plans
Not every business fits into a predefined package.
Get a personalized retainer built around your goals:
Flexible monthly hours
Focused on your highest priorities
Mix of implementation, integrations, automation, and training
Perfect for complex or evolving Salesforce environments
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Not sure which package is right for you?
We’d love to hear from you!
Services
What we do
We specialize in helping businesses achieve success with Salesforce
Services
What we do
We specialize in helping businesses achieve success with Salesforce
Services
What we do
We specialize in helping businesses achieve success with Salesforce
Smart Solutions
Industries
Understanding how each industry operates is key to designing Salesforce solutions that actually work for your business.
Smart Solutions
Industries
Understanding how each industry operates is key to designing Salesforce solutions that actually work for your business.
Smart Solutions
Industries
Understanding how each industry operates is key to designing Salesforce solutions that actually work for your business.
Rethinking real estate operations in a data-driven world
Lead Management
Deal Automation
MLS & DocuSign Integration
Rethinking real estate operations in a data-driven world
Lead Management
Deal Automation
MLS & DocuSign Integration
Rethinking real estate operations in a data-driven world
Lead Management
Deal Automation
MLS & DocuSign Integration
Modern systems for institutions that drive learning and impact
Enrollment Automation
Donor CRM
Cross-Team Collaboration
Modern systems for institutions that drive learning and impact
Enrollment Automation
Donor CRM
Cross-Team Collaboration
Modern systems for institutions that drive learning and impact
Enrollment Automation
Donor CRM
Cross-Team Collaboration
Simplifying care delivery through smarter systems
Client Intake Flows
Service Coordination
Outcome Tracking
Simplifying care delivery through smarter systems
Client Intake Flows
Service Coordination
Outcome Tracking
Simplifying care delivery through smarter systems
Client Intake Flows
Service Coordination
Outcome Tracking
Testimonials
Clients about us
Testimonials
Clients about us
Testimonials
Clients about us
I've been extremely pleased with Palm Consulting. They've been able to give us detailed analysis, expert guidance, and efficient follow through on all projects. We love how transparent they are with how they are utilizing the time on projects. Highly recommend them!
John. B.
Access College America
A great experience - very responsive, knowledgeable and helpful throughout the process!
Hugh D.
Klimt & Design
Palm Consulting was an absolute pleasure to work with! From our initial engagement, they impressed us with their thoroughness, professionalism, and friendly demeanor. Once the project began, they went above and beyond to deliver results that exceeded our expectations. Their expertise in setting up and optimizing our Salesforce account was evident in every detail of their work. We are thrilled with the outcome and will definitely be using Palm Consulting’s services for future projects. Highly recommend!
Matt H.
Circa Team
I've been extremely pleased with Palm Consulting. They've been able to give us detailed analysis, expert guidance, and efficient follow through on all projects. We love how transparent they are with how they are utilizing the time on projects. Highly recommend them!
John. B.
Access College America
A great experience - very responsive, knowledgeable and helpful throughout the process!
Hugh D.
Klimt & Design
Palm Consulting was an absolute pleasure to work with! From our initial engagement, they impressed us with their thoroughness, professionalism, and friendly demeanor. Once the project began, they went above and beyond to deliver results that exceeded our expectations. Their expertise in setting up and optimizing our Salesforce account was evident in every detail of their work. We are thrilled with the outcome and will definitely be using Palm Consulting’s services for future projects. Highly recommend!
Matt H.
Circa Team
I've been extremely pleased with Palm Consulting. They've been able to give us detailed analysis, expert guidance, and efficient follow through on all projects. We love how transparent they are with how they are utilizing the time on projects. Highly recommend them!
John. B.
Access College America
A great experience - very responsive, knowledgeable and helpful throughout the process!
Hugh D.
Klimt & Design
Palm Consulting was an absolute pleasure to work with! From our initial engagement, they impressed us with their thoroughness, professionalism, and friendly demeanor. Once the project began, they went above and beyond to deliver results that exceeded our expectations. Their expertise in setting up and optimizing our Salesforce account was evident in every detail of their work. We are thrilled with the outcome and will definitely be using Palm Consulting’s services for future projects. Highly recommend!
Matt H.
Circa Team
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FAQ – Working with Palm Consulting
Frequently Asked Questions
This way, we can cut out all the project management and focus just on the design processes.
FAQ – Working with Palm Consulting
Frequently Asked Questions
This way, we can cut out all the project management and focus just on the design processes.
FAQ – Working with Palm Consulting
Frequently Asked Questions
This way, we can cut out all the project management and focus just on the design processes.
1. What services does Palm Consulting offer as a Salesforce Partner?
2. Why should I choose Palm Consulting for my Salesforce implementation?
3. How long does a typical Salesforce implementation take?
4. What is the cost of Salesforce consulting services?
5. Do you offer post-implementation support?
6. Can Palm Consulting assist with data migration to Salesforce?
7. Do you provide training for Salesforce users?
8. How does Palm Consulting ensure data security and compliance?
9. What industries does Palm Consulting work with?
10. How can I get started with Palm Consulting?
1. What services does Palm Consulting offer as a Salesforce Partner?
2. Why should I choose Palm Consulting for my Salesforce implementation?
3. How long does a typical Salesforce implementation take?
4. What is the cost of Salesforce consulting services?
5. Do you offer post-implementation support?
6. Can Palm Consulting assist with data migration to Salesforce?
7. Do you provide training for Salesforce users?
8. How does Palm Consulting ensure data security and compliance?
9. What industries does Palm Consulting work with?
10. How can I get started with Palm Consulting?
1. What services does Palm Consulting offer as a Salesforce Partner?
2. Why should I choose Palm Consulting for my Salesforce implementation?
3. How long does a typical Salesforce implementation take?
4. What is the cost of Salesforce consulting services?
5. Do you offer post-implementation support?
6. Can Palm Consulting assist with data migration to Salesforce?
7. Do you provide training for Salesforce users?
8. How does Palm Consulting ensure data security and compliance?
9. What industries does Palm Consulting work with?
10. How can I get started with Palm Consulting?
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
Let’s Collaborate
You can contact us at:
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
Let’s Collaborate
You can contact us at:
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
Let’s Collaborate
You can contact us at:
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team