Salesforce Certified Experts
Delve deeper into your customer relationships with premier Salesforce consulting services. Your CRM journey begins and ends with ultra-customized Salesforce solutions that heighten connections, capture prospects and drive more deals.
Delivering excellence to our clients
Our experience as Salesforce experts
Strengthen customer relationships with Salesforce certified consultants who know all the tricks of the trade. Our top-tier pros will enable a 360-degree view into prospect and customer data, so you can take the right next steps.
Whether you’re generating leads, providing support or personalizing journeys, our Salesforce professional services are ideal for streamlining workflows and boosting ROI. At Nearsure, our mission is to co-create value by discovering opportunities to make your business processes smarter and your customers more satisfied.
Over the last decade, our Salesforce certified experts have driven growth for leading brands worldwide. So far, we’re backed by:
Our key objectives
Our Salesforce cloud experts focus on understanding your CRM workflows and enhancing your platform to better streamline them. At the same time, we have a keen eye for automating manual tasks and nurturing stronger customer relationships via technology.
Our Salesforce consulting services are a perfect match if you’re facing any of these CRM challenges:
Lily
Why choose Nearsure as your Salesforce partner
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Our top Salesforce tools
Salesforce professional services
As a leading Salesforce consulting partner, we provide all-encompassing services to elevate your platform performance. Grow your CRM to meet customer demands in today’s data-complex landscape.
Salesforce consulting
Our certified experts dive deep into your goals and challenges. We audit your system, remove inefficiencies, and recommend the best tools to optimize customer relationships and improve your business outcomes with practical, tailored advice.
Salesforce CRM implementation and customization
We accelerate your Salesforce deployment by uniting tools, data, and processes. Our customizations transform your sales pipeline and workflows, helping you close deals faster, increase productivity, and deliver a better experience to your customers.
Salesforce integration and development
Seamlessly connect Salesforce with your key tools to create a unified ecosystem. Our integration experts help you achieve full customer visibility and use low-code solutions that boost efficiency, streamline operations, and make your system scalable for growth.
Salesforce ISV partnerships
We develop tailored AppExchange apps designed to simplify your processes and close Salesforce gaps. Our solutions enhance business functionality, enabling you to innovate and meet specific needs with apps built to drive your success.
Salesforce support
We support you throughout every phase — from planning and launch to integration and ongoing optimization. Our team keeps your Salesforce environment running smoothly while spotting new ways to modernize and improve your system’s performance.
Agentforce
Leverage Generative AI with our Agentforce services. We create and deploy autonomous AI Agents to support across multiple key areas like Sales, Service, and Marketing. AI Agents can integrate multiple data sources, helping you deliver smarter, faster, and more personalized customer experiences.
Salesforce health check
Our team performs a detailed technical review of your Salesforce setup, including configuration and performance analysis. Our assessment identifies gaps and provides actionable recommendations to improve system health and maximize your platform’s value.
Salesforce training and mentorship
We deliver role-specific training that empowers your team to use Salesforce confidently. From navigation to sales processes and reporting, our programs help users at all levels work smarter and make the most of the platform’s capabilities.
Why you 100% need a Salesforce certified consultant
Salesforce may be the #1 ranked CRM platform worldwide, but you’ll need equally high-quality Salesforce experts to maximize customization. With our Salesforce consultants, you'll boost your CRM in innovative ways and enable your in-house team to make the most of the platform.
In sum, top Salesforce consulting services like ours will:
High-level expertise
Accelerate implementation
Add top value
Reduce costly errors
Unlock scalability
As you look for Salesforce professional services, be sure that they demonstrate these key values, as well as technical skills. Ideally, your hired experts should hold official Salesforce certifications for Sales Cloud and/or other technical areas.
Spearhead Salesforce success with Nearsure
At Nearsure, we champion stronger customer relationships through technology. Our Salesforce certified experts implement personalized solutions that remove your customer pain points and streamline behind-the-scenes processes. Our Salesforce professional services are strategically designed to build loyalty with your customers while also advancing automation and efficiency.
We're proud to be Salesforce certified consultants driven by relationships and CRM outcomes. Overall, our technical excellence with Salesforce is based on values such as:
Salesforce certified consultants
Schedule a Salesforce consultation todayVeteran Salesforce expertise
Our Salesforce experts know the ins and outs of the platform. With a decade of experience, they’re well-equipped to customize a winning Salesforce strategy.
Agility with agile
We apply agile practices to everything we do, enabling our technical teams to drive rapid, effective and high-caliber Salesforce implementation.
Business orientation
Our Salesforce consultants in Latin America share workday schedules with the U.S., making for frictionless real-time communication.
Real-time collaboration
Our Salesforce consultants in Latin America share workday schedules with the U.S., making for frictionless real-time communication.
Strong communicators
Our Salesforce certified experts are excellent communicators, combining their English proficiency with a transparent collaborative style.
Studio-led culture
At Nearsure, we’ve created close-knit working groups called Studios to achieve technical excellence. Within our Studios, Salesforce professionals share knowledge, boost skills and leverage next-gen practices for top results.
Partnership that looks to the horizon
Long-term relationships are our MO. We’re always seeking to deepen our partnerships and ensure your Salesforce platform is at the cutting edge of the industry.
FAQs about our Salesforce professional services
How will working with a Salesforce certified partner benefit my business?
A certified partner brings proven strategies that reduce risk, accelerate deployment, and maximize ROI. Our certified consultants:
- Customize Salesforce to your exact processes.
- Avoid costly errors that slow your growth.
- Speed up go-live with tried-and-tested frameworks.
- Build scalable architectures for future expansion.
- Align tech decisions directly with business goals.
What types of Salesforce integrations can I get?
Salesforce can connect with virtually any tool you already use. Through MuleSoft and other APIs, we can integrate platforms like Slack, QuickBooks, LinkedIn, DocuSign, Jira, G Suite, and hundreds more from the AppExchange. We design integrations to give you a single source of truth, ensuring all your teams have the same, accurate customer data. Want seamless integrations? Let’s map your ideal tech stack!
Can you support ongoing Salesforce optimization after implementation?
Yes. Depending on your needs, we offer two flexible models: a dedicated expert or team working full-time under your guidance, or fractional support packs, where a certified team resolves the tickets, your team generates.
Our support ensures your Salesforce keeps delivering value by:
- Removing inefficiencies and streamlining processes.
- Deploying new features as they’re released.
- Keeping integrations secure and up to date.
We also provide ongoing training so your team can make the most of new tools and workflows.
What if I need extra Salesforce talent quickly?
As a Salesforce staffing agency, we provide vetted, certified professionals ready to join your team immediately, whether for a short-term project or ongoing work. Our experts in Latin America work in your same time zone, ensuring fast collaboration at competitive rates without sacrificing quality. Explore our certified experts now!
How do I know if my current Salesforce setup is performing well?
Our Salesforce Health Check service gives you a deep technical audit of your platform’s configuration, performance, and security. We’ll identify gaps, recommend quick wins, and outline a roadmap for optimization so your CRM keeps delivering measurable business value.
How does Nearsure ensure project success?
We combine Salesforce expertise with agile delivery and business alignment. Every project has a clear roadmap, frequent progress check-ins, and open communication channels. Plus, our Studio-led culture means our experts constantly share best practices internally, so your solution benefits from collective expertise, not just individual knowledge. Start your project with confidence!