# Top 5 Salesforce consulting companies for CRM implementation

By B2B Buyer Lab editorial team · 2026-09-13

A Salesforce project can involve moving customer data, setting up the way your sales team works and connecting the software you already use. These five companies offer different kinds of help. We ranked them for a business setting up Salesforce, with notes on when a specialist may be a better choice.

CloudMasonry is our first pick when the project involves several Salesforce products. Ad Victoriam Solutions is a close alternative when moving data and connecting other software are the main jobs. For healthcare, education or nonprofit work, look at the specialists further down the list.

## Quick comparison

| Provider | Best fit | Published services |
| --- | --- | --- |
| 1. CloudMasonry | Projects involving several Salesforce products | CloudMasonry describes work across Salesforce products, including Data Cloud, Revenue Cloud and Marketing Cloud, from planning through ongoing support. |
| 2. Ad Victoriam Solutions | Moving data and connecting other software | Ad Victoriam delivers implementation in sprints, with a demonstration after each sprint. Its training model prepares internal Salesforce champions to teach colleagues, with wider user training available on request. |
| 3. Kicksaw | A team that keeps helping after setup | Kicksaw offers month-to-month work with a dedicated consultant, solution architect and administrator. Its process includes iterative builds, user acceptance testing and continuing training. |
| 4. Cloud for Good | Nonprofits, education and public services | Cloud for Good lists implementation, integrations and ongoing services for nonprofits, education and public-sector organizations. |
| 5. Penrod | Healthcare and life-sciences businesses | Penrod focuses on healthcare and life sciences, with services for Salesforce products including Health Cloud, as well as Snowflake. |

## 1. CloudMasonry: Projects involving several Salesforce products

CloudMasonry describes work across Salesforce products, including Data Cloud, Revenue Cloud and Marketing Cloud, from planning through ongoing support. [Provider source](https://cloudmasonry.com/).

**Why it ranks here:** We rank it first because its published offering brings a broad Salesforce project and continuing support under one team. That is a useful starting point when different parts of the system must work together.

Consider it if your project involves more than a basic sales CRM.

Ask for a project example using the same Salesforce products you need. General Salesforce experience does not settle that question.

**Ask before hiring:** Who will be responsible for making the different parts of our Salesforce setup work together?

Sources: [CloudMasonry website](https://cloudmasonry.com/)

[Read the CloudMasonry profile](https://b2bbuyerlab.com/reviews/cloudmasonry)

## 2. Ad Victoriam Solutions: Moving data and connecting other software

Ad Victoriam delivers implementation in sprints, with a demonstration after each sprint. Its training model prepares internal Salesforce champions to teach colleagues, with wider user training available on request. [Provider source](https://www.advictoriamsolutions.com/salesforce-implementation/).

**Why it ranks here:** It ranks second because moving data and connecting systems are central to many implementations. CloudMasonry comes first for its explicit emphasis on one team across Salesforce products; Ad Victoriam is a close alternative when the main challenge is connecting Salesforce to your other software.

Consider it when customer information needs to move between Salesforce and other business systems.

Ask which connections are included and who will maintain them. Do not assume every integration is part of the setup price.

**Ask before hiring:** How will you check that our data moved correctly, and who fixes failed connections after launch?

Sources: [Ad Victoriam Solutions website](https://www.advictoriamsolutions.com/salesforce-implementation/)

[Read the Ad Victoriam Solutions profile](https://b2bbuyerlab.com/reviews/ad-victoriam-solutions)

## 3. Kicksaw: A team that keeps helping after setup

Kicksaw offers month-to-month work with a dedicated consultant, solution architect and administrator. Its process includes iterative builds, user acceptance testing and continuing training. [Provider source](https://www.kicksaw.com/our-method).

**Why it ranks here:** We place Kicksaw third because its approach suits a changing list of jobs as well as an initial setup. The first two companies are our earlier calls for a defined implementation; Kicksaw is worth considering when you expect to need continuing help.

Consider it if you need access to Salesforce specialists without assembling a full internal team.

Get a clear explanation of how much work is included, how tasks are prioritized and how urgent requests are handled.

**Ask before hiring:** What can your team deliver each month, and how quickly will you respond when something breaks?

Sources: [Kicksaw website](https://www.kicksaw.com/our-method)

[Read the Kicksaw profile](https://b2bbuyerlab.com/reviews/kicksaw)

## 4. Cloud for Good: Nonprofits, education and public services

Cloud for Good lists implementation, integrations and ongoing services for nonprofits, education and public-sector organizations. [Provider source](https://cloud4good.com/).

**Why it ranks here:** It ranks fourth in this general implementation list because its sector focus is more specific. We put it ahead of Penrod here because its published audience covers several types of organization. For a nonprofit or education project, it may deserve the first call.

Consider it for work involving fundraising, student engagement or public services.

Ask whether the proposal includes the company's own tools, what they cost and whether you can keep using them with another partner.

**Ask before hiring:** Which parts of our setup will depend on your own software, and what happens if we change consultants?

Sources: [Cloud for Good website](https://cloud4good.com/)

[Read the Cloud for Good profile](https://b2bbuyerlab.com/reviews/cloud-for-good)

## 5. Penrod: Healthcare and life-sciences businesses

Penrod focuses on healthcare and life sciences, with services for Salesforce products including Health Cloud, as well as Snowflake. [Provider source](https://penrod.co/).

**Why it ranks here:** Penrod is fifth because healthcare is a narrower requirement than the general implementation brief used here. That position is not a judgment against its healthcare work. For a healthcare buyer, its focus may make it more relevant than the broader firms above.

Consider it when the people using Salesforce need healthcare-specific processes.

Ask how information will be handled, what the team will build and which systems it must connect. Industry experience alone does not answer those questions.

**Ask before hiring:** Can you show how a process like ours would work using made-up data?

Sources: [Penrod website](https://penrod.co/)

[Read the Penrod profile](https://b2bbuyerlab.com/reviews/penrod)

## How we ranked these companies

This is an editorial ranking of five companies we reviewed, not a survey of every Salesforce consultancy. We gave first priority to services that directly support a CRM implementation, then connecting other systems, help after launch and suitability for different kinds of businesses.

CloudMasonry and Ad Victoriam Solutions lead because their published services cover a broad implementation project. Kicksaw follows for businesses seeking continuing help. Cloud for Good and Penrod focus on particular industries, so they sit lower in this general list. They may be better first calls for buyers in those industries.

The order reflects our judgment of the published services, not test scores or measured customer outcomes. Missing information remains unknown. We do not have comparable quotes or client-reference interviews for all five. Each entry explains its position and links to its source.

## How these Salesforce partners deliver the work

Ad Victoriam describes a staged implementation: discovery produces a technical plan, development happens in sprints, and the client sees a demonstration after each sprint. Its training approach prepares internal Salesforce champions to teach other users, with training for everyone available on request. Launch follows approval and training.

Kicksaw describes a month-to-month engagement with a dedicated consultant, solution architect and administrator. The consultant is the main contact, the architect designs the solution and the administrator builds it. Work is delivered in iterations, with user acceptance testing before deployment.

Those are useful differences when choosing how to buy. If your requirements are settled, compare a defined project with named deliverables. If priorities change regularly, compare the capacity, response times and cancellation terms of an ongoing arrangement. A monthly contract alone does not tell you how much work will get done.

Sources: [Ad Victoriam implementation process](https://www.advictoriamsolutions.com/salesforce-implementation/) · [Kicksaw delivery model](https://www.kicksaw.com/our-method)

## What should a Salesforce implementation deliver?

Start with a written description of the business process: how a lead becomes an opportunity, who owns each step and what information managers need. That becomes the basis for configuration and testing.

The build should cover the agreed record types and fields, permissions, automation, data migration, integrations and reports. For example, a sales-to-finance connection needs rules for when a won deal creates an order, which system owns the billing details and how failed updates are recovered.

Testing should include realistic exceptions: a duplicate account, a changed deal owner, an incomplete address or an integration that stops responding. A successful demonstration of the happy path does not establish that these cases work.

The handover should leave your team with configuration notes, access to the systems it owns, training materials and clear support responsibilities. Define acceptance around working business tasks rather than a count of fields or dashboards.

## Migration and integration are different jobs

A migration moves information from an old system into Salesforce. An integration keeps information moving between systems that remain in use. You may need both, but they should have separate deliverables.

For a migration, the main questions are what history to preserve, how records relate and how to reconcile the result. For an integration, the main questions are which system controls each field, how quickly changes must arrive and what happens when updates fail.

This distinction changes the long-term cost. A completed migration can be signed off; an integration needs an owner after launch, especially when either connected system changes.

## Decide whether you need a project team or ongoing help

If you are moving to Salesforce, ask for a plan with a finish date, a list of what will be delivered and a way to check that everything works. If you already use Salesforce and need regular improvements, ask how much help you can get each month and who decides which tasks come first.

Tell each company what you use today, what is going wrong and which other systems must connect to Salesforce. Include the reports your managers rely on and the tasks your salespeople do every day.

Ask for a demonstration using made-up customer data. Have the team show how a process like yours would work, where extra software is needed and what your staff would need to learn.

## Ask for the full cost

We do not have comparable prices for these five companies. Send the same description of the work to each candidate and ask for a breakdown. A quote for a basic setup is not comparable with one that also includes moving years of customer history and connecting your finance software.

Keep consulting fees separate from Salesforce subscriptions, add-ons and support. If the company includes its own software or reusable tools, ask whether you must keep paying for them and whether another consultant could maintain the setup later.

For monthly support, ask how much work is included and how quickly urgent problems will be handled. Do not assume a monthly fee means unlimited help.

## Speak to a client before choosing

Ask for a reference from a business that started with a similar system. Find out what the company delivered, whether the quoted team did the work and what still needed fixing after launch.

A customer logo or partner badge does not tell you who will be assigned to your project. Ask to meet that team.

Before signing, you should know who will check the moved data, fix broken software connections and show your staff how to manage the system. Get those responsibilities written into the proposal.

## Research notes

We reviewed the linked pages on 2026-09-13. Recommendations are editorial assessments of published scope, not independently measured delivery outcomes. This article does not include hands-on demos or client-reference interviews. Prices and availability can change; confirm them with the provider.

[Methodology](https://b2bbuyerlab.com/methodology) · [Corrections](https://b2bbuyerlab.com/corrections) · [Editorial policy](https://b2bbuyerlab.com/conflicts)

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