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 (111)

Salesforce Certified Administrator

26 x Salesforce Certified Administrator

Education Cloud Consultant

12 x Education Cloud Consultant

App Builder

9 x App Builder

Sales Cloud Consultant

9 x Sales Cloud Consultant

Service Cloud Consultant

7 x Service Cloud Consultant

Advanced Administrator

7 x Advanced Administrator

Nonprofit Cloud Consultant

6 x Nonprofit Cloud Consultant

Pardot Specialist

4 x Pardot Specialist

Pardot Consultant

4 x Pardot Consultant

Experience Cloud Consultant

4 x Experience Cloud 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 I

2 x Platform Developer I

Marketing Cloud Consultant

2 x Marketing Cloud Consultant

Salesforce Certified Business Analyst

2 x Salesforce Certified Business Analyst

Associate Administrator

2 x Associate Administrator

Workforce Engagement Accredited Professional

1 x Workforce Engagement Accredited Professional

MC Account Engagement: Business Units Accredited Professional

1 x MC Account Engagement: Business Units Accredited Professional

Einstein Discovery Accredited Professional

1 x Einstein Discovery Accredited Professional

Health Cloud Accredited Professional

1 x Health Cloud Accredited Professional

Javscript Developer I

1 x Javscript Developer I

Platform Developer II

1 x Platform Developer II

OmniStudio Consultant

1 x OmniStudio Consultant

Field Service Consultant

1 x Field Service Consultant

Data Architecture & Management Designer

1 x Data Architecture & Management Designer

Integration Architect

1 x Integration 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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Salesforce Value Delivered

CloudMasonry is a full-service and the leading provider of Salesforce consulting services for organizations both large and small across the US. The consulting company leverages its experience with cloud-based systems to help companies discover more significant value in their Salesforce investments. With their extensive experience across major industries, they have combined deep enterprise consulting experience with their collaborative approach to project delivery.

Client feedback from AppexChange:
“CloudMasonry was extremely easy to work with and very knowledgeable. They worked within our budget restrictions and offered as much follow-up support as we needed. I would highly recommend them.”

Certified Professionals: 39

AppExhange Reviews: 16

AppExhange Rating: 4.9

International: 2 Countries

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Above and Beyond

As a registered Salesforce consultant, Asteri can help you to add value to your business by creating industry-specific CRM Solutions.

Certified Professionals: 15

AppExhange Reviews: n/a

AppExhange Rating: n/a

International: 3 Countries

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