Salesforce Consulting & AI
#1 Salesforce
Consulting & AI Services
Implementations built to work the way your business actually runs.
Our Clients
Hundreds of successful go-lives and counting
Our ServicesWe propel you forward by doing 9 things exceptionally well
Get Expert AdviceRevenue Cloud & Quote-to-Cash
CPQ, pricing, product catalogs, approvals, contracts, subscriptions, and quote-to-cash architecture.
Revenue Cloud Billing
Subscription billing, usage-based billing, invoicing automation, revenue operations, and finance handoff.
B2B Commerce
Customer portals, digital buying, product catalogs, account-specific pricing, ordering, fulfillment, and ERP integration.
Sales Cloud
Lead-to-opportunity, pipeline visibility, forecasting, account planning, sales process design, and sales productivity.
Service Cloud
Case management, support workflows, SLAs, knowledge, service automation, and customer support operations.
Experience Cloud
Customer portals, partner portals, authenticated experiences, self-service, and external user workflows.
Marketing Cloud
Campaign journeys, email/SMS automation, customer segmentation, personalization, and marketing-to-sales handoff.
Agentforce & AI Automation
Agentforce strategy, AI agents, workflow automation, service and sales automation, and practical AI use cases inside Salesforce.
Integrations & Data Architecture
ERP, payment, billing, commerce, warehouse, marketing, and third-party system integrations; data model cleanup and system architecture.
Certifications & Milestones
The Scoreboard Looks Good.
Certified experts, successful projects, trusted client relationships, and a team that's still hungry to improve.
What Clients Say
What It's Actually Like To Work With Stack
"Stack is a great partner. We have an extremely tight timeline to implement a very complex commerce site and they were able to pulled it off."
Vince Tan
Director of IT, Ascensus Specialties
"Excellent job end to end (SOW to product launch). They took the time to understand our business and needs. We consider them partners and plan on using Stack Intelligence for future projects."
Dan Melore
EVP Marketing & Operations, Health Evolution
"They are probably the best partners I have ever worked with. They are very knowledgeable & have a ton of expertise. They are willing to go above & beyond & willing to provide advise outside of the parameters of the project. Excellent results & communication throughout. I will certainly partner with them again!"
HLS Executive
Health & Life Sciences
"Stack Intelligence was always a consistent, knowledgeable partner that made sure all of our needs were met throughout the entire project. The people were very easy to work with."
Manufacturing Executive
Manufacturing
"We engaged Stack Intelligence to build a Salesforce Commerce Cloud medication order site for our patients. They were able to scope out all of our needs and deliver the project on time, even when some of our requirements changed. Post-launch support has been excellent as they always respond quickly when issues arise."
Marketing Director
Health & Life Sciences
"Stack Intelligence has been a pleasure to work with. Shantanu and his team were patient with us and our requests and looked for the solutions to any of our issues."
Manufacturing Operations Director
Manufacturing
Latest Insights
Insights From The Work We Do
The latest client stories, Salesforce updates, implementation lessons, and company news from across Stack Intelligence.
Salesforce Revenue Cloud vs CPQ: What This Shift Actually Means in 2026
Jun 9, 2026
Salesforce CPQ still works — but the innovation roadmap has clearly shifted to Revenue Cloud Advanced. Here's what the move actually means for your revenue architecture.
Read MorePress ReleaseStack and Florida DFS to Partner on Multi-Year Salesforce Implementation for Collateral Management System
Feb 13, 2025
Stack Intelligence announces a multi-year partnership with the Florida Department of Financial Services to implement a next-generation collateral management platform on Salesforce.
Read MorePress ReleaseStack Intelligence Wins Library of Congress Contract for ServiceNow Enhancements
Nov 6, 2024
Stack Intelligence has been awarded a contract with the Library of Congress to enhance its ServiceNow environment, optimizing the Technical Reference Model and Demand Management modules.
Read More
A Good Project Starts With The Right Team
We've spent years helping organizations improve revenue operations, customer experiences, data, and technology.
The work is serious. Working together doesn't have to be.
Meet The People Behind StackCommon Questions
We specialize in Revenue Cloud (CPQ, Billing), B2B Commerce, Agentforce, and complex Sales Cloud implementations. Our sweet spot is mid-market B2B companies that need more than basic configuration but less than a full enterprise transformation.
Absolutely. Many of our engagements start with a live system that isn't delivering the value it should. We conduct a thorough audit to identify gaps, inefficiencies, and quick wins before recommending a remediation roadmap.
Yes — this is one of our most common starting points. Our discovery process is designed to surface operational pain points and map them to Salesforce solutions, even when the root cause isn't immediately obvious.
No. In addition to implementation, we offer managed services, fractional admin and developer support, change management and training, data migration, and ongoing optimization engagements.
Need A Team That's Already In Sync?
Whether you're planning your first Salesforce implementation or looking for a better long-term partner, we'd love to hear your story.