Salesforce Consulting & Implementation
Sphere helps enterprises implement, optimize, and extend Salesforce — from initial CRM rollout to AI-powered Einstein and Agentforce deployments. Salesforce Consulting Partner with multi-cloud delivery experience.
Organizations around the world trust us
What's Included in Sphere's Salesforce Services
Sphere covers the Salesforce platform end to end: CRM implementation, multi-cloud configuration, custom development, Einstein AI, Agentforce agents, and adoption-first change management.
CRM Implementation & Optimization
Implement Salesforce from scratch or optimize an existing org — covering data model design, automation rules, validation logic, and user experience improvements.
Sales Cloud & Service Cloud
Configure Sales Cloud opportunity management, CPQ, and forecasting alongside Service Cloud case routing, omni-channel, and knowledge base for integrated front-office operations.
Marketing Cloud & Account Engagement
Build data-driven marketing journeys in Marketing Cloud, design lead nurturing programs in Account Engagement (Pardot), and connect marketing data to Sales Cloud for closed-loop attribution.
Einstein AI & Agentforce
Activate Einstein Opportunity Scoring, Einstein Conversation Insights, Einstein Copilot, and Agentforce autonomous agents — bringing AI into the daily flow of work for sales and service teams.
Salesforce Data Cloud
Implement Salesforce Data Cloud to unify customer data from CRM, marketing, commerce, and external sources into a single customer profile that powers personalization and AI.
Custom Development & AppExchange
Build custom Lightning Web Components, Apex triggers, and Flow automations — or package solutions for AppExchange distribution.
Why Sphere for Salesforce.
Salesforce is the world's leading CRM platform — but many implementations underdeliver on adoption, data quality, and automation potential. Sphere brings the consulting discipline, certified talent, and cross-cloud expertise to turn Salesforce into a true competitive advantage.
What Sphere delivers in every Salesforce engagement:
Adoption-First Delivery
Technology is only valuable if people use it. Sphere's Salesforce projects are designed around change management, training, and user experience to drive adoption from day one.
Einstein & AI Integration
We help clients activate Salesforce Einstein AI, Einstein Copilot, and Agentforce to automate sales processes, surface next-best-action recommendations, and build autonomous customer service agents.
Multi-Cloud Expertise
Our Salesforce practice covers Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Data Cloud, and Commerce Cloud.
Track record across Sales, Service, and Agentforce engagements.
Pipeline Visibility Gain
B2B technology company — Sales Cloud redesign replacing manual spreadsheet forecasting with automated pipeline management.
Faster Case Resolution
Insurance carrier — Service Cloud with omni-channel routing, Einstein case classification, and a self-service Experience Cloud portal.
Automated Resolution Rate
Retail bank — Salesforce Agentforce autonomous service agent resolving tier-1 inquiries without human intervention.
The Salesforce Stack Behind It
Sphere implements and extends the Salesforce clouds that modern revenue teams actually run on.
Sales Cloud
Pipeline, Forecasting, CPQ, Sales Engagement, Revenue Cloud
Service Cloud
Cases, Omnichannel, Field Service, Service Cloud Voice, Knowledge
Marketing Cloud
Marketing Cloud Engagement, Account Engagement (Pardot), Personalization, Data Cloud
Commerce & Experience
B2B Commerce, B2C Commerce, Experience Cloud, Order Management
Platform & Data
Data Cloud, Heroku, MuleSoft, Tableau, Flow, Lightning Web Components, Apex
AI & Agents
Einstein, Einstein Copilot, Agentforce, Prompt Builder
Integrations
MuleSoft, REST/SOAP APIs, Platform Events, External Services
Let's scope your Salesforce engagement
Running on Salesforce?
Here's Where Sphere Fits.
Sales Cloud Pipeline Visibility
Stalled deployments redesigned for B2B revenue teams — replacing spreadsheet forecasting with governed pipeline management, opportunity scoring, and automated rollups.
Service Cloud & Self-Service
Service Cloud with omni-channel routing, Einstein case classification, and Experience Cloud self-service portals — cutting case resolution times for insurance, finance, and high-volume support orgs.
Agentforce Autonomous Agents
Salesforce Agentforce agents handling tier-1 customer requests — built and deployed for retail banking, retail, and SaaS service teams to resolve common requests without human handoff.
Marketing Cloud & Pardot
Data-driven marketing journeys, Account Engagement (Pardot) lead nurturing, and closed-loop attribution back to Sales Cloud — for B2B and B2C revenue teams.
Salesforce Data Cloud
Unifying customer data from CRM, marketing, commerce, and external sources into a single customer profile that powers personalization and AI experiences.
Custom Lightning & AppExchange
Lightning Web Components, Apex triggers, Flow automations, and AppExchange-packaged solutions — for orgs that need capability beyond declarative configuration.
Hear from
our clientsHear from our clients
Lee Ebreo
VP of Engineering at Credit Ninja
These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.
Selah Ben-Haim
VP of Engineering at Prominence Advisors
Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).
Ben Crawford
Senior Product Manager at Enova Financial
I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.
Mark Friedgan
CEO at CreditNinja
Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.
René Pfitzner
Co-Founder at Experify
Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.
Bruce Burdick
Chief Information Officer at Integra Credit
We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.
Jemal Swoboda
CEO at Dabble
The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.
Arthur Tretyak
Founder and CEO at IntegraCredit
With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.
Lee Ebreo
VP of Engineering at Credit Ninja
These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.
Selah Ben-Haim
VP of Engineering at Prominence Advisors
Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).
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Sphere in Numbers
We understand that actions speak louder than words and numbers but here are some key facts about us.
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Years of Excellence
0+
Projects Delivered
0
Countries
Globally diverse, community-focused
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Clients
top 20 average 8+ years
Frequently Asked Questions
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