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Top 6 Salesforce Consultants & Companies in 2022

Salesforce is unquestionably the leading CRM platform, accounting for over 20% of the market share and more than 150,000 companies across the globe. 9.3 million Salesforce jobs worldwide will be created by 2026 which will add $1.2 trillion in new business revenue to local economies.  There are over 80,000 Salesforce consultant firms and individuals in the Salesforce ecosystem as of 2022. By 2026, more companies will need the help of a Salesforce consultant to help grow their businesses.

The growth of Salesforce causes issues for companies integrating the CMS. In typical salesperson fashion, the promise that companies will receive a powerhouse technology is not a lie, but it can be a bit misleading. The Salesforce’s cloud technology is mixed with a immense degree of customizability that justifies its number one ranking. However, in most cases, within the first year of switching over to Salesforce, companies experience a litany of pain points that undermine the experience. For starters, the costs begin to amount quite quickly for companies seeking to tailor the CRM to their workflow.

Businesses, whether they are start-ups or well-established enterprises, benefit greatly from their Salesforce consultant. So we have decided to fix the learning curve problem by listing, in no particular order, the top Salesforce consultants and their companies with their services and descriptions.

1. David Cockrum

Company: Vantage Point Consulting
Founded: 2018
Company Size: 11-50 employees
Location: Dallas, Texas
Consultant LinkedIn Profile:

Company Specialties

Salesforce, Salesforce Consulting, Salesforce Development, Salesforce Configuration, Data Migration, Integrations, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Financial Services Cloud, Salesforce Pardot, Salesforce Enablement Cloud (MyTrailhead), Salesforce Productivity Cloud (Quip), Salesforce Community Cloud, Salesforce Analytics (Tableau), Salesforce Integration Cloud (Mulesoft), Salesforce Engagement Cloud (Heroku), Salesforce High Velocity Sales (HVS), Salesforce Lightning Dialer, Salesforce Digital Engagement, Salesforce Sales Cloud, Salesforce Service Cloud, Datorama, Heroku, Salesforce Experience Cloud, and Mulesoft.

Salesforce Consultant Profile Description

David Cockrum is the founder of Vantage Point Consulting and has over 15 years in the Salesforce field. By leveraging the power of the Salesforce platform, David has been able to scale his company from $400M to $4B. Vantage Point is a large Salesforce shop that focuses on the financial services industry and has opened offices across the southwestern United States. They are a client of Match My Email.

Client Quote About Salesforce Consultant

I’ve found the whole Vantage Point team to be an impressive group. They’re conscientious, hard workers, and diligent in their follow through. As a leader, David runs a tight ship while also giving his team freedom to creatively solve problems.

This creativity is where the team shines. A lot of investment advisors using a CRM system as little more than a glorified spreadsheet. The VantagePoint team shows RIA clients how to take their usage of Salesforce to the next level.

Using, they’ve built automation that handles a lot of the day-to-day tedium. By automating simple tasks, they’ve freed up their clients to spend more time on clients and investment strategy. The whole team is focused on the investment advisor community, so they bring a lot of domain expertise to the table.

I’ve enjoyed working with David and the VantagePoint team, and I’d highly recommend them.

2. Daniel Gorman

Company: Cloud Connex
Founded: 2019
Company Size: 2-10 employees
Location: New York, NY
Consultant LinkedIn Profile:

Company Specialties

Salesforce, Pardot, Cloud Strategy, Sales Cloud, Communities, Sales & Marketing, Automation, Integration, Business Intelligence, Email Marketing, Outreach, Reporting & Analytics, CRM, and Technology

Salesforce Consultant Profile Description

Daniel Gorman is the founder of Cloud Connex, a small group of Salesforce Certified consultants with varied experience in industries including SAAS, biotech, fintech, and more. Cloud Connex uses their technical expertise and industry experience to help clients solve their most complex revenue operations problems.

Client Quote About Salesforce Consultant

Dan is an extremely dedicated professional and leader who quickly earns the respect of others. His ability to work with data and use it to drive operational efficiencies is exceptional.

3. Tal Nidam

Company: Adaptal
Founded: 2021
Company Size: 2-10 employees
Location: St Kilda, Victoria
Consultant LinkedIn Profile:

Company Specialties

Salesforce, WordPress, Wix, Conga, Formtitan, and Xero

Salesforce Consultant Profile Description

Tal Nidam is a certified Salesforce consultant with experience in implementations across a variety of industries. He has worked with customers across APAC, America, and Europe by and possesses a cross-cultural communication skill to train staff from different cultural backgrounds. Tal has experience in managing programs that require solution design, architecture, integration, and hands on technical knowledge (cloud and on-premise).

Client Quote About Salesforce Consultant

I would highly recommend Tal as an Engineer and Trainer. I worked with Tal on multiple support projects. I found him to be a strong problem solver with an excellent knowledge in what he does. He understands the importance of measurable results and return on investment which is critical in our business. Not to mention he is a pleasure to work with.

4. Carla Hellen

Company: Kicksaw
Founded: 2018
Company Size: 51-200 employees
Location: Bend, Oregon
Consultant LinkedIn Profile:

Company Specialties

Salesforce, Sales Operations, Sales, and Revenue Operations

Salesforce Consultant Profile Description

Carla Hellen is a two-time Salesforce Community conference presenter and has co-led the Des Moines Salesforce User Group for 7 years. She is a multi-faceted technology professional with expertise in Salesforce Architecture, Data Management, Business Process Mapping, Strategic Planning, Team Leadership, Communication, Process Automation, and Customer Service.

5. Todd May

Company: Silo Connectors
Founded: 2015
Company Size: 11-50 employees
Location: Cleveland, OH
Consultant LinkedIn Profile:

Company Specialties Implementations, Strategic Account Planning, Apex and Visual Development and Integration, Salesforce to Accounting/Financial Systems Integration, Adoption, Salesforce Mapping and Route Management, Electronic Signature Deployment, Salesforce Communities, Salesforce Lightning Migrations, Service Cloud, Field Service Lightning, Pardot Marketing Automation, CPQ Quote-to-Cash, HEDA, Process Mapping, Cloud Strategy, Design Framework, CRM Development, Process Automation, and Integration

Salesforce Consultant Profile Description

Todd May is a Managing Partner with Silo Connectors and helps clients choose and implement the stack of applications needed for their sales teams to go to market. This includes CRM, email marketing, quoting, electronic signature, lead generation, cloud based phone systems, email to CRM integration and more. Todd works with a vetted set of applications that Silo Connectors uses themselves to help sales organizations take care of their clients. Our partners include Salesforce, RingCentral, Active Campaign, Cirrus Insight, Match My Email, DocuSign, Seamless.AI and more.

Client Quote About Salesforce Consultant

We have been working with Silo Connectors, LLC for over 4 years and in that time it has become clear that Silo Connectors puts customer service first. Not only does Silo Connectors have an expertise within specific Salesforce applications for day to day workflow and projects, they also assist in strategy development and creating a big-picture vision. Each team member we interact with shows genuine interest in our organization and has provided meaningful, actionable insights to help us move forward. Our organization is better as a result of our partnership. I would recommend Silo Connectors to any organization searching for a partner in Salesforce consulting.

Salesforce Consultant FAQ

What does a Salesforce consultant do?

A Salesforce consultant helps companies meet their mission by driving client-specific implementations as well as ongoing system improvement on the Salesforce platform.

What is required to be a Salesforce consultant?

The most widely recognized degrees for a Salesforce Consultant are generally Bachelor’s Degree or Master’s Degree certificates. Salesforce Consultants find that prior work histories with different companies and positions assist their pursuit in the Salesforce Consultant career path. Numerous Salesforce Consultant projects require knowledge and experience in a job like Salesforce Developer, Java Developer, or Salesforce Administrator.

How much does a Salesforce consultant cost?

In 2022, Salesforce consulting rates range from $75 to $150 per hour.


Before hiring a Salesforce consultant, make sure to review their experience, prior work projects, and their level of detail. By choosing the the right Salesforce consultant, your specific business requirements will be implemented and optimized correctly. A good consultant will also suggest solutions that can drive your future business growth. The six consultants highlighted in this article have helped Match My Email grow their customer base and we recommend them to our clients for all Salesforce needs.

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