Advisory Services, Implementation, App Development, Training, Support

Comprehensive Salesforce® and Conga® services including Advisory Services, Implementation Services, and Training and Support Services. Advisory services including roadmaps, prototypes and change management. akaCRM is a Lighting Master.

Professionals with years of Salesforce and Conga experience. Senior management has an average of 15 years of experience in the Salesforce ecosystem and across our entire team, we have 9 years of average Salesforce ecosystem experience.

Focused on high-quality, on-time work to improve your results. Clients receive a Salesforce certified consultant for their projects. Support clients receive both a primary and back-up Client Support Advisor.

akaCRM is also a partner for Salesforce.org (Higher Education - EDA/SAL and Nonprofits - NPSP/GEM) and provides consulting, system implementation and training for leading Salesforce® partner-based solutions including Conga (Gold Partner for Conga Composer, Grid, Sign and Conga Contracts), Causeview, FormAssembly, iWave, Linvio, RingLead, ScheduleOnce, WealthEngine, Verified First and VerifiedFirst VMS.

akaCRM offers project-based services, time-based support services, and senior-level consulting engagements.

Our firm has experience across a broad array of industries including:

  • Agriculture/Environmental Services
  • Business Services
  • Consumer Products/Services
  • Education
  • Energy
  • Financial Services (Banking, Insurance, Private Equity)
  • Healthcare & Life Sciences
  • Legal
  • Manufacturing & Equipment
  • Media/Telecom
  • Nonprofits
  • Real Estate/Construction
  • Technology & Software
  • Transportation

akaCRM has clients in 45 of the United States with staff located in California, Colorado, Connecticut, Georgia, Missouri, New Hampshire, New York, Ohio, Rhode Island, and Texas. The majority of the work can be done remotely. We are available to travel as needed.

  • Certified Professionals

  • Salesforce Certifications

  • Appexchange Reviews

  • Appexchange Rating


  • Email

  • Phone

    (877) 928-3337
  • Visit Website

  • akaCRM
  • akaCRM
  • akaCRM
  • akaCRM
  • akaCRM
  • akaCRM
  • akaCRM

# Focus

# Service lines


# Salesforce Expertise


# Industry Expertise


# Certifications (141)

Salesforce Certified Administrator

30 x Salesforce Certified Administrator

Education Cloud Consultant

13 x Education Cloud Consultant

App Builder

11 x App Builder

Sales Cloud Consultant

11 x Sales Cloud Consultant

Service Cloud Consultant

8 x Service Cloud Consultant

Advanced Administrator

8 x Advanced Administrator

Nonprofit Cloud Consultant

7 x Nonprofit Cloud Consultant

Experience Cloud Consultant

5 x Experience Cloud Consultant

Pardot Specialist

4 x Pardot Specialist

Platform Developer I

4 x Platform Developer I

Pardot Consultant

4 x Pardot Consultant

Salesforce Certified Marketing Cloud Email Specialist

3 x Salesforce Certified Marketing Cloud Email Specialist

Process Automation Accredited Professional

2 x Process Automation Accredited Professional

Platform Developer II

2 x Platform Developer II

JavaScript Developer I

2 x JavaScript Developer I

Salesforce Certified Business Analyst

2 x Salesforce Certified Business Analyst

Marketing Cloud Consultant

2 x Marketing Cloud Consultant

Sharing & Visibility Architect

2 x Sharing & Visibility Architect

Integration Architect

2 x Integration Architect

Data Architecture & Management Designer

2 x Data Architecture & Management Designer

Associate Administrator

2 x Associate Administrator

Workforce Engagement Accredited Professional

1 x Workforce Engagement Accredited Professional

Health Cloud Accredited Professional

1 x Health Cloud Accredited Professional

Einstein Discovery Accredited Professional

1 x Einstein Discovery Accredited Professional

Salesforce Certified Sales Representative

1 x Salesforce Certified Sales Representative

OmniStudio Developer

1 x OmniStudio Developer

User Experience Designer

1 x User Experience Designer

Salesforce Certified Strategy Designer

1 x Salesforce Certified Strategy Designer

Tableau CRM & Einstein Discovery Consultant

1 x Tableau CRM & Einstein Discovery Consultant

OmniStudio Consultant

1 x OmniStudio Consultant

Field Service Consultant

1 x Field Service Consultant

System Architect

1 x System Architect

Identity & Access Management Architect

1 x Identity & Access Management Architect

Development Lifecycle & Deployment Architect

1 x Development Lifecycle & Deployment Architect

B2B Solution Architect

1 x B2B Solution Architect

Application Architect

1 x Application Architect

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States, Canada

United States: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, Oklahoma, Rhode Island, Tennessee, Texas, Utah, Virginia, Wisconsin

Canada: Manitoba

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