Logos of Texas Instruments, American Express, Fiserv, Autodesk, Target, Honeywell, Dell and Delta Air Lines have worked with Stack Intelligence on Salesforce.
Stack Intelligence is an enterprise software consulting firm in Beachwood, Ohio, specializing in Salesforce for mid-market, enterprise, and public sector organizations across the US. Most of our work is in Agentforce Revenue Management (formerly known as Revenue Cloud), Agentforce, B2B Commerce, Sales Cloud and Service Cloud.
We're a crew of hometown friends who have been running plays together since Little League. Now we run them in Salesforce, and that chemistry is a big reason clients call us the easiest team they've worked with.
We learn how you work before anyone touches configuration. If your team isn't still using it six months later, we don't count it as done.
Salesforce is our home field. We've also delivered ServiceNow projects for public sector clients, including the Library of Congress and WSSC Water.
Stack Intelligence runs seven Salesforce practices out of one team for companies across the US. Start wherever your org is right now. Not sure which one? Ask us on the first call.
We study how deals get quoted and invoices go out, then hand you a ranked Salesforce roadmap. A Quickstart gets one use case live in weeks.
Explore ServiceWe roll out Sales Cloud, Service Cloud and the rest around how your team already works, so people keep using them after launch.
Explore ServiceWe put quoting, contracts and billing on one data model with Agentforce Revenue Management (formerly known as Revenue Cloud), and migrate Salesforce CPQ without losing a single price rule.
Explore ServiceWe connect Salesforce to ERP, billing and commerce systems over APIs or MuleSoft, so finance stops matching orders to invoices in spreadsheets.
Explore ServiceOur fixed-scope audit covers permissions, automation, data quality and tech debt, and ends with a score and a ranked fix list.
Explore ServiceA dedicated team of admins, developers and architects handles tickets, releases and enhancements, and stays on your org quarter after quarter.
Explore ServiceWe work across the wider Salesforce platform too, so if yours isn’t shown here, ask us.
Starting fresh, fixing an org that's drifted, moving off Salesforce CPQ or scoping Agentforce? Bring us the messy version. We'll leave you with a clear first step, even if that step doesn't involve us.
Pick a cloud and see what we built, for whom, and what changed after go-live.
Industry: Mobility & Accessibility
The problem
Demand was outgrowing spreadsheet-and-email ordering, and each new region took months to open.
What we did
Built a B2B Commerce storefront with Salesforce Order Management and automated ordering end to end.
Result
Live in 8 weeks. New regions now open in 1–2 weeks, down from 4–6 months.
Industry: Physical Security & Surveillance
The problem
A growing partner network meant more small accessory orders landing on the sales team’s desk.
What we did
Launched a self-service storefront on Experience Cloud and B2B Commerce, with MuleSoft syncing orders to QuickBooks.
Result
Customers and partners now order on their own, and the channel scales without extra headcount.
Clients rate Stack Intelligence 5/5 on Salesforce AppExchange, and these four quotes came in after their projects wrapped.
Showing testimonial 1 of 4: Vince Tan, Director of IT, Ascensus Specialties
Pricing and service work differently in each industry, so we design Salesforce around yours.
Configurable products, dealer pricing, quoting and field service in one Salesforce org.
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Subscription billing, partner programs and integrations that keep up as you grow.
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We set up Salesforce so your team sees the whole story on one record.
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Patient and customer portals, ordering and service workflows with secure data.
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When we're done, your staff can pull up any order, booking, or chat from one customer record.
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Stack Intelligence sets up Salesforce Automotive Cloud so carmakers, dealers, and fleets share one view.
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Your institution probably runs on a dozen systems that rarely talk to each other.
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If you sell homes, lease offices, or build them, you're tracking a lot of people at the same time.
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Experience Cloud portals and oversight workflows, plus ServiceNow work for federal and utility clients.
Read MoreYou can tell in week one whether a Salesforce consulting agency knows your industry. Your pricing, compliance rules and service setup all end up in the data model, so we bring that knowledge to the first design session.
ServiceNow
Salesforce is our home field, and our team has also delivered ServiceNow work for public sector organizations, including IT governance for the Library of Congress and a procurement integration with Oracle Procure-to-Pay for WSSC Water.
Implemented ServiceNow for IT governance to improve visibility, efficiency and compliance across the organization.
Read the case study
Delivered a ServiceNow integration with Oracle Procure-to-Pay to streamline procurement processes and improve efficiency.
Read the case studyStack Intelligence delivers every implementation through six sign-off phases: Discover, Design, Build, Integrate, Test, and Deploy and Support. Each checkpoint gives your team the opportunity to adjust scope before changes become expensive.
We interview sales, service, finance, and IT leads, document the current process end to end, and lock scope and success metrics in a signed brief.
We produce the solution design, covering the data model, sharing model, integration patterns, and automation approach. Your team reviews it before a single field gets created.
We build in sandboxes. Declarative tools come first; Apex and Lightning Web Components are saved for logic Flow can't handle cleanly, and each sprint ends with a working demo.
We integrate ERP, finance, billing, and commerce systems over REST and Bulk APIs, Platform Events, or MuleSoft. The data migration gets a full trial run in a sandbox before cutover weekend.
Unit, integration, and regression tests all run before launch, and Apex has to clear Salesforce's 75% code coverage bar. We also sit with your team through user acceptance testing.
We release to production, train users, stay close during hypercare, and hand over documentation, with Salesforce Managed Services for the rest of the season.
If you're comparing Salesforce consulting firms, here's our case: senior people do the work, quote-to-cash is what we know best, and we're still easy to work with long after go-live.
Hire Salesforce ConsultantsOne Salesforce consulting company handles it all, from architecture and build to integration, app development, and managed services. Your project never gets handed to another vendor halfway through.
A senior architect runs discovery on every project and designs Salesforce around how you work. Configuration starts once your team agrees with the plan.
Agentforce Revenue Management (formerly known as Revenue Cloud), ARM Billing, and Salesforce CPQ migration make up a big share of our work. We map every pricing rule and approval before the migration starts.
We connect Salesforce with ERP, finance, commerce, payment, and marketing platforms. NITOR and Zonar Systems run their commercial processes across systems our team connected.
Salesforce Managed Services cover admin, development, optimization, and roadmap planning after launch. That's a big part of why 95% of clients hire us again.
Our 50+ consultants hold 150+ Salesforce certifications. You work directly with the architects and developers doing the build.
A Salesforce consulting company figures out what Salesforce should do for your business, then sets it up and keeps it running. In practice, that means auditing your current org, mapping how sales, service, and revenue work, designing the data and integrations, building it, moving your data over, training people, and staying on after launch. Stack Intelligence, based in Beachwood, Ohio, handles all of it for companies across the US.
A Salesforce implementation partner is a consulting firm in the Salesforce partner program whose certified consultants configure, customize, and launch Salesforce for customers. Partners are listed on Salesforce AppExchange, where clients leave verified reviews. Stack Intelligence is rated 5/5 there, with 550+ projects delivered.
The best Salesforce partner for your business has done your kind of project before, in your Salesforce clouds and your industry. Five checks cover most of it:
Salesforce development is building custom functionality on the Salesforce Platform when configuration alone won't do the job. It includes Apex code, Lightning Web Components, Flows, and integrations through REST and Bulk APIs. Salesforce requires 75% Apex test coverage before code can reach production, so good Salesforce developers write tests alongside the code. Read about Salesforce app development.
Salesforce consulting decides what to build and why, and Salesforce implementation builds and launches it. Consulting covers assessments, roadmaps, and solution design. Implementation covers the build, data migration, integration, testing, and go-live. Stack Intelligence does both, so the people who design the plan stay in the field while it's built.
Hire Salesforce consultants when a project spans several Salesforce products, involves integration or data migration, or has a fixed deadline. An in-house admin or developer is a better fit for steady day-to-day changes once Salesforce is live. Plenty of our clients do both: we run the implementation, then back up the internal team through Salesforce Managed Services.
The cost of Salesforce consulting services depends on the Salesforce clouds in scope, the number of integrations, the data to migrate, the custom development needed, and the number of users. A Salesforce Health Check or Quickstart has a fixed scope, while larger implementations are priced after discovery. Stack Intelligence puts scope, team, and timeline in a written proposal before any work starts.
Agentforce Revenue Management (formerly known as Revenue Cloud) is Salesforce's native quote-to-cash platform for configuration, pricing, quoting, contracts, orders, and billing, with Agentforce agents built in. Salesforce introduced the name at Dreamforce 2025, and it's where Salesforce CPQ customers are heading. Read about our Agentforce Revenue Management work.
Salesforce Headless 360, launched at TDX in April 2026, makes Salesforce data, workflows, and governance available as APIs, MCP tools, and CLI commands. Translation: AI agents and other apps can use Salesforce without anyone opening the Salesforce screen. Salesforce added a Headless 360 MCP Server in August 2026 that agents in Agentforce, Claude, ChatGPT, and Cursor can call, which puts more weight on data model and integration design.
Stack Intelligence is an enterprise software consulting firm in Beachwood, Ohio, specializing in Salesforce consulting, development, and implementation for mid-market, enterprise, and public sector organizations across the US. Our 50+ certified consultants have delivered 550+ projects, most in Agentforce Revenue Management, Agentforce, B2B Commerce, Sales Cloud, and Service Cloud. We've also delivered ServiceNow projects for public sector clients.
Implementing Salesforce for the first time, cleaning up an org, moving Salesforce CPQ to Agentforce Revenue Management, or scoping Agentforce? We start with the business problem and build the plan from there. We'd welcome the conversation.
