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Salesforce Consulting Services

Realize the full potential of your AI-powered Salesforce CRM implementation.

Transform your business with end-to-end Salesforce CRM integration

Building lasting customer relationships requires more than just technology—it demands a connected, intelligent strategy. Our consultants can help you unlock the full power of Salesforce customer relationship management (CRM) in a way that transforms every customer touchpoint into an opportunity for deeper engagement, stronger loyalty, and sustainable growth. 

Powered by Agentforce, Salesforce AI drives customer success as an agent-first productivity booster with customizable AI agents that handle everyday tasks and provide unlimited scale. 

Our approach is simple: we align cutting-edge Salesforce cloud services and AI with your unique business goals to drive measurable results across the value chain. As a certified Salesforce Ridge partner, we bring a balanced, outcome-driven approach that ensures Salesforce is not just implemented but fully leveraged for measurable business impact. 

Why choose BDO as your Salesforce consultants?

We don’t just focus on technology—we are a team that helps solve business problems with technology. 

We’ve helped some of Canada’s largest organizations solve complex challenges using the Salesforce platform. Our tailored solutions address specific pain points and bring that critical element of measurement to your entire sales funnel.

The BDO advantage brings Salesforce to life with these powerful solutions:

Precision lead targeting
Our team introduces solutions that help you optimize lead management and targeting with Salesforce’s AI-driven insights and automation, ensuring marketing spend is used efficiently. By focusing your sales efforts on high-value prospects rather than low-quality leads, you can improve conversion rates, reduce acquisition costs, and maximize ROI and profitability.
Robust integration solutions
We execute full-scale integrations that unite Salesforce with your legacy systems, enterprise resource planning software, and third-party applications. By eliminating data silos, mitigating workflow disruptions, and resolving compatibility issues, our teams enable a unified CRM experience that enhances efficiency and business performance.
Increased user adoption
Through comprehensive training programs, workshops, and hands-on support tailored to different user roles, we ensure your teams fully understand what they can achieve with Salesforce, empowering them to embrace it as a powerful tool for daily operations. To further smooth the transition, we implement change management strategies and offer ongoing support and optimization.

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Our ideology shapes every interaction with our clients

We’re committed to delivery excellence that strengthens client relationships and supports mutual growth and success:

  • We do what’s right for the client—always.
  • We are always asking ‘why’ and challenging the status quo.
  • We adjust as needs evolve and never let perfect stand in the way of progress.
  • The technology we develop aims to drive outcomes, user experience, and adoption.
  • We are committed to adding value for our clients at every stage of an engagement.  

How we deliver outcomes across the value chain

Our highly experienced team, which includes former Salesforce professionals, provides comprehensive solutions across marketing, sales, service, and commerce functions. This value chain approach ensures that all departments benefit from integrated workflows, shared insights, and consistent customer experiences. We combine technology—including Agentforce—with proven business process insights to not only capture your requirements, but also identify smarter, more efficient ways to get the job done.

Agentforce is Salesforce’s industry-leading, customizable, and autonomous AI application that provides specialized, always-on support for your employees and customers. We can help you leverage Agentforce to resolve customer inquires around the clock across multiple channels, engage with prospects 24/7, autonomously answers product questions, handle objections, and even book meetings for your sales team. With an Agent for every team and business use case, we can get you up and running quickly. 

We can help you implement Salesforce and AI-driven analytics to enhance lead targeting and conversion rates. Empower your sales teams with predictive insights, workflow automation, and seamless lead tracking to improve efficiency and increase sales productivity.

Exceed customer expectations at every touchpoint. Our Salesforce service offerings deploy solutions that turn customer interactions into long-term relationships with AI-powered service automation, enhanced case management, and streamlined workflows.

Create frictionless online shopping experiences that drive revenue growth. We deploy strategies that leverage personalization, automation, and data-driven insights to help you optimize conversion rates, customer loyalty, and personalized shopping journeys that turn browsers into buyers.

Today’s CMOs are challenged with balancing strategic brand leadership with driving data-driven growth—and today’s business consumers expect personalized, one-to-one experiences.. With Salesforce, we can help you unite disparate marketing channels into a cohesive ecosystem that delivers personalized customer experiences, measurable campaign ROI, and actionable insights that inform your strategic direction.

Our clients say it best

Asher, a global leader in charitable home lotteries, shares how BDO helped them modernize systems, empower teams, and amplify their impact.

Play Asher transforms their technology with BDO Consulting
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Featured Insights and offerings

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Our Salesforce Consulting Services leadership team

Ahmed Talaat
Partner, Consulting

David Jeffrey
Salesforce Practice Leader

Matt Emara
Digital Transformation & Technology Leader

Eric Zurfluh
Delivery Excellence Lead

Salesforce Partner