Citrin Cooperman Advisors logo

Citrin Cooperman Advisors

New YorkFounded 1979Select partner

Rating
4.9
Client reviews
21
Certified experts
13
Certifications
58
Projects delivered
152

About Citrin Cooperman Advisors

Empowering Your Business with Seamless Salesforce Solutions

Salesforce implementation: We provide superior knowledge of Salesforce’s features and functionality, allowing us to architect, configure, and implement Salesforce to meet your business needs.

Salesforce optimization: Are you leveraging your Salesforce platform to its full potential, or are you just skimming the surface of its capabilities?

Salesforce integration: Integrate Salesforce with your ERP and point systems, encompassing warehouse management, shipping, eCommerce, and point of sale.

Salesforce Cloud Expertise: Citrin Cooperman’s expertise spans the sales, marketing, service, and experience clouds.

Salesforce Einstein AI: Leverage AI I in your customer data to create customizable, predictive, and generative AI experiences to fit all your business needs.

Salesforce Support: Our Salesforce professionals and support team can provide ongoing maintenance, troubleshoot issues, provide training, and more.

Industry Expertise:

  • Healthcare
  • Manufacturing & Distribution
  • Non-Profit
  • Professional Services
  • Restaurants & Hospitality
  • Financial Services
  • Technology
  • Real Estate
  • Entertainment, Music & Sports
  • Franchising
  • Construction
  • Cannabis

Salesforce expertise

Primary product and solution focus.

  • Sales Cloud20%
  • Service Cloud20%
  • Marketing Cloud20%
  • Financial Cloud20%
  • CPQ & Billing20%

Service mix

Published service offerings.

  • Business Consulting20%
  • Systems Integration20%
  • Custom Development20%
  • Preconfigured Solutions20%
  • Training20%

Notable clients

TRILOGY CAPITAL GROUP

Industries

No industries listed.

Industry presence, client ratings, and project highlights.

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Salesforce certifications

58 verified Salesforce credentials held by the Citrin Cooperman Advisors team.

Salesforce certifications held by Citrin Cooperman Advisors, by number of holders
CertificationHolders
Salesforce Certified Administrator9
Sales Cloud Consultant6
Service Cloud Consultant5
App Builder4
Salesforce Certified Business Analyst3
Certified AI Associate2
Pardot Specialist2
Platform Developer I2
Platform Developer II2
Advanced Administrator1
Application Architect1
Associate Administrator1

Testimonials

Client feedback and project outcomes delivered by Citrin Cooperman Advisors.

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Open positions

Current job listings connected to Citrin Cooperman Advisors.

No open positions right now

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