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ConciergeIT Team
ConciergeIT: Fractional On-Demand Resources
If you have too many technology projects and not enough resources to get it all done, our approach to staff augmentation is what you're looking for.
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Strategic Advisory
Get fractional CTO/CIO, guidance to navigate a new domain, someone to help assess your current ecosystem, and more.
SUCCESS STORIES
Hospital Chain
Migrating Hospitals and Clinics into Centralized Workforce Management System Saves $3.5 Million.
Virtual CIO Helps Grow and Scale New Healthcare Enterprise
LATEST ARTICLES
AI Healthcare
AI in Healthcare: Opportunities, Benefits, & More
Using Salesforce for Healthcare Data Security and Compliance
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Why the Wheat?
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Salesforce Consulting Partner

We build Salesforce solutions to transform your business.

Our client-centered consulting practice focuses on optimizing Salesforce solutions to meet the unique demands of your business.

Our experts use these Salesforce products every day.

Common challenges our clients have faced. And how we can help.

I have Salesforce, but I need to optimize its capabilities. This is a common predicament our clients have faced. We can review and provide a health check to put you on a strategic roadmap to reach your objectives. We organize your data and then train you to manage it.
Our Salesforce team needs ongoing support to get to the finish line. Special projects, parental leave, turnover? Sometimes, you need a little help to get your project finished. Through one simple and flexible partnership, unlock strategic and tactical resources customized to your needs.
My company has never had Salesforce but is considering implementing it. This is great! We can help you start fresh and organize your customer data into Salesforce so you can start gaining productivity.
I need to integrate other system data in and out of Salesforce. Good news - we are a certified Salesforce partner and have deep knowledge of integrations from Salesforce to many systems. Life's too short for disconnected data. 
Our data is a mess. We are drowning in duplicates! You've imported data from another system, you have duplicates, and Salesforce is not the single source of truth for your organization. We can help with data governance, clean-up, and automation to keep your data in shape.
I want to evaluate a Salesforce add-on application, but I have questions first. Many companies need only a feature of Salesforce instead of the whole suite. We'll help you find the perfect Salesforce tool, demo it, and then present the pros/cons and strategy around the tool.
We have an idea and want to know if we can customize Salesforce to do it. Salesforce reaches beyond the realm of CRM. Talk to our experts about a custom app, built on the Salesforce platform to make the best use of your data and can be managed by your team. 
Marketing with Salesforce sets unique challenges, strategies, and approaches. ou have a whole database of leads and contacts, but now you need to run campaigns, bring in new leads, and show results, but you don't have a proper marketing tool to accomplish your goals. We can help. 
We're building complex solutions on Salesforce, but unsure if our project is using best practices. We can help with everything from the Salesform Platform, Application Integrations, Complex Data Integrations, Complex User Interfaces, Event Driven Applications, AI Solutions, and more.

Featured Partner Success Stories

Scheduling System Aylo Health
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How We Transformed Aylo Health's Scheduling System With Salesforce

Aylo Health, a growing primary healthcare provider, used a tool to engage with patients to facilitate scheduling and automate flows. The tool was intended to send patients appointment reminders, check them in, input intake data, assist patient advocates in navigating the office, and more...

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Weight Loss Clinic
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How We Standardized a Statewide Weight Loss Clinic's Salesforce System for Business Success

A weight loss clinic with a strong online presence runs local ads to drive prospects to the top of its marketing funnel. At the lead stage, they schedule a free consultation in one of their locations to create a custom weight loss program for the customer. They use Salesforce to manage online marketing, local ads, incoming leads, consultations, custom programs, and more...

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Ticketing System
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How We Used Salesforce to Transform a Retail Goods Chain’s IT Request Process

A retail goods chain was experiencing an emergence of new IT processes and change management. Although it had a unified way of handling its IT ticketing system, the users did not like the platform. They felt it provided a complicated user experience...

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Telephone System
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How We Created a Unified System by Migrating Call Metric and Telephony Platforms to Salesforce CRM

A fast-growing retail business needed to track its phone call metrics in the same system as the rest of its data. We needed to transfer the call tracking system to Salesforce Service Cloud to create a unified CRM where all the data would be stored in one place...

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Wealth Management
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How We Helped a Wealth Management Company Thrive Using Financial Services Cloud

After looking at their system structure and understanding their business process, our team concluded that Sales Cloud—which they were using at the time—was not the most strategic or efficient for their needs. The structure had little automation, which resulted in less productivity and lost data...

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Let us be your catalyst for growth. We can help, no matter the challenge.

  • Implementation
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  • Product Evaluation
  • Optimization
  • Integration
  • Training
  • Ongoing Support
  • Recruiting
Technology Ecosystem

100+ Salesforce Certifications

Our certified experts can bridge that gap between you and your customers. Streamline important data, increase automation and productivity, and organize your email, chat, and channels. Through our expertise, you can see an increase in sales revenue through careful planning and strategy.
Sales Cloud Consultant
Platform App Builder
Service Cloud Consultant
Platform Developer I
Platform Developer II
System Architect
Marketing Cloud Email Specialist
Marketing Cloud Administrator
Administrator
Experience Cloud Consultant
B2B Solution Architect
Data Architect
Application Architect
Dev Lifecycle and Deploy Architect
ID and Access Mgmt Architect
Integration Architect
Sharing and Visibility Architect