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Salesforce Consulting Services

All the certified consulting expertise you need to maximize value on the Salesforce platform

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Our team of certified Salesforce experts is made up of uniquely skilled leaders who have spent years focused on customer acquisition and engagement, data analytics and data science, and strategy consulting.

Whether you just purchased Salesforce or you need to get more value out of your investment in the Salesforce platform, Atrium’s certified Salesforce consultants can help you get on the path to revenue growth and predictable, repeatable success.

Our Salesforce Consulting Services

Here’s a look at our suite of services to help you get the most out of your data and investment in the Salesforce platform.

Salesforce Advisory Services

Not sure where to begin with people, processes, or technology? We can help you identify specific business needs, plot a roadmap to success, and advise you on your journey.​

Salesforce Implementation Services

We have years of experience architecting, customizing, and implementing analytics and AI-powered solutions across a wide range of industries.​

Salesforce Managed Services

Whether you need help monitoring, managing, or extending the Salesforce platform and related technology investments, we can support your team with our Elevate service.​

Salesforce Integration

Integrate Salesforce with other systems you use, from core systems to ancillary tools and more. Create a single source of truth and streamline your business processes for users.

Salesforce Analytics

As CRM Analytics experts, we unlock your data to surface insights where your users actually work. Our approach delivers on your needs and outcomes by combining Salesforce implementation expertise with data analytics innovation and best practices.​

Salesforce Data Management

Improve data quality in your Salesforce org by deduplicating, cleaning, and standardizing data. Create a 360-degree view and make data usable to take action on valuable insights.

Salesforce Data Signal Analysis

Our data signal analysis service identifies opportunities to incorporate intelligence into the flow of the business process so that insights translate directly to actions, improving customer experience and increasing operational efficiency.​

Salesforce Change Enablement

The benefits of an implementation are dependent not just on technology but also the behavior of your people. With our change enablement services, we’ll help you increase user adoption and drive ROI for your solution.

Your Data, Analytics, and AI Salesforce Partner

Data Strategy

Get the most value out of Salesforce by combining it with a data strategy to meet your needs. Our team will help you build a scalable data architecture — including data governance, data migration, and data engineering — to fulfill your analytics and AI needs.


Visualize your data with tools like CRM Analytics and Tableau. Build powerful analytics dashboards and embed analytics in the flow of work so users have access to insights when and where they need it.

Machine Learning and AI

Leading businesses have reaped the benefits of data science for years, and we can help you build and leverage the power of predictive models and generative AI to provide actionable insights, improve the customer experience, and more.

The Atrium Difference

Many businesses have implemented Salesforce, but we find that the data pulled into the system (or often, stuck in disparate systems) ends up sitting on the shelf without the right approach. Whether you have an existing Salesforce instance you need to manage or you’re looking to deliver a larger project, the Atrium team can help. Our core Salesforce consulting services cover the full product lifecycle and we specifically tailor your org to fit your needs.

As the only Salesforce partner at the intersection of data, CRM, and AI, Atrium is well positioned to not only implement Salesforce, but to ensure you maximize its long-term ROI. This means surfacing predictive and prescriptive insights, in the business context, with an action framework. By helping our customers land the last mile, Atrium is the partner that pays for itself.


We Know Salesforce

It can be daunting to start your multi-cloud Salesforce journey or to know where to go next with a particular core or industry cloud you've invested in. Fortunately, our certified Salesforce consultants can help you find success with implementation, customization, and more.

Data Cloud

Get streamlined access to all your data across individual Salesforce Clouds and more, and take action based on real-time, contextual insights.

Sales Cloud

Grow revenue, prioritize sales activities, and connect your sales team with the tools they need to sell more and close deals faster.

Service Cloud

Engage your customers on any channel, automate processes with intelligent workflows, and deliver next-level call center and field service support.

Financial Services Cloud

Get real-time access to key data, insight into customer journeys, and find opportunities to upsell/cross-sell effectively.

Media Cloud

Maximize ad revenue, manage advertiser/agency relationships, shorten release cycles, and more.

Experience Cloud

Build and deliver engaging digital experiences with pre-built apps and low-code web tools, and empower your teams in the process.

Revenue Cloud

Revenue intelligence as a concept and a Salesforce technology helps you identify success patterns, as well as predict and grow revenue.


Easily visualize and make sense of your data. Pull in the right data sources and build analytics dashboards to drive business insights and ROI.


Access key data insights and manage your relationships with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​


With insights surfaced in Slack, teams can share and take action on information from Salesforce and other apps and systems without having to click away.

Ready To Talk?

Let's discuss your goals and how we can help you achieve them with our Salesforce consulting services.