Sikich Consulting

Maximize your Salesforce Investment with Sikich

Our group has a tremendous amount of experience in both the Financial Services and Manufacturing industries. Within Financial Services, we have pre-built functionality that we provide to our new clients as they begin their FSC journey. This accelerator is built based on functionality that our clients have deployed on our past 80+ FSC projects.

Within Insurance, our expertise lies at the agency, broker/MGA and carrier level. We have been involved in building two (2) agency applications and are currently building our MGA data model on top of the Salesforce Platform.

We have expertise with the following:
- Sales Cloud
- Service Cloud
- Platform Cloud
- Community Cloud
- Financial Services Cloud
- Manufacturing Cloud
- Pardot
- Einstein Analytics

We have migrated and/or integrated with Microsoft Dynamics, Junxure, Redtail, DealCloud, Hubspot, Navatar, Salentica, Tamarac, XLR8, Practifi, Goldmine, Zoho, SmartOffice, SalesLogix, Pipedrive, ACT!, Orion, APX, Encompass, Schwab, Pershing, COCC, FiTek, LaserApp, Addepar, etc.

  • Certified Professionals

  • Salesforce Certifications

  • Appexchange Reviews

  • Appexchange Rating


  • Email
  • Phone

  • Visit Website

  • Sikich Consulting

# Focus

# Service lines


# Salesforce Expertise


# Industry Expertise


# Certifications (77)

Salesforce Certified Administrator

20 x Salesforce Certified Administrator

App Builder

11 x App Builder

Platform Developer I

8 x Platform Developer I

Sales Cloud Consultant

7 x Sales Cloud Consultant

Service Cloud Consultant

6 x Service Cloud Consultant

Salesforce Certified Associate

4 x Salesforce Certified Associate

Advanced Administrator

3 x Advanced Administrator

Pardot Specialist

2 x Pardot Specialist

Platform Developer II

2 x Platform Developer II

Salesforce Certified Business Analyst

2 x Salesforce Certified Business Analyst

Experience Cloud Consultant

2 x Experience Cloud Consultant

Sharing & Visibility Architect

2 x Sharing & Visibility Architect

Data Architecture & Management Designer

2 x Data Architecture & Management Designer

CPQ Specialist

2 x CPQ Specialist

Salesforce Certified Marketing Cloud Email Specialist

1 x Salesforce Certified Marketing Cloud Email Specialist

Associate Platform Developer I

1 x Associate Platform Developer I

OmniStudio Consultant

1 x OmniStudio Consultant

Field Service Consultant

1 x Field Service Consultant

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

United States: Arizona, Illinois, Indiana, Iowa, Kentucky, Minnesota, Missouri, New York, Ohio, Washington

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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: 46

AppExhange Reviews: 19

AppExhange Rating: 4.9

International: 2 Countries

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Thinking Marketing Automation? Think Sumeru Inc.

With expertise in SFMC, Sales Cloud, Personalization Cloud (Interaction Studio), CDP, Pardot, Datorama, Tableau, and tools like Slack, AWS & more, we bring to life the best solution for you.

Certified Professionals: 33

AppExhange Reviews: 19

AppExhange Rating: 5

International: 3 Countries

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