Partner directory
Salesforce implementation partners
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US Salesforce consultancy focused on financial services — wealth management, banks and credit unions — with proprietary FSC accelerators; 50+ team members across the United States (self-published).
Global product-development and consulting company (India-founded, Deloitte Fast 50 India winner 2024) delivering Salesforce CRM for insurance and enterprise clients (self-published).
US Salesforce consultancy specialising exclusively in insurance: distribution management, broker portals and underwriting platforms (self-published).
US professional-services firm (technology, accounting and advisory) delivering Salesforce policy-management modernisation for insurance clients (self-published).
Salesforce and Oracle consultancy (20 years, multilingual delivery) serving insurance and enterprise clients including Hong Kong entities (self-published).
Salesforce Summit partner (self-published, since 2010) with Singapore, USA and India presence; published Financial Services Cloud implementation for Singlife with Aviva (Singapore insurance).
25%
Salesforce Summit (Platinum) partner (self-published) with delivery centres in Bengaluru and offices in London and Dover, DE; published quantified FSC + Vlocity Insurance implementation for a US P&C insurer.
South African consultancy (Salesforce, Sage Intacct, Flowgear) with a named Financial Services Cloud + Sales + Service Cloud implementation for Old Mutual Insure, a leading Southern African short-term insurer.
AI platforms global listings · AU availability flagged
Pricing
Document automation, proposal/quote generation and eSignature with approval tracking
Document automation and eSignature platform self-published as 'Trusted by 50K+ Clients' with a '40% Faster' doc-cycle claim and SOC 2/HIPAA/GDPR compliance statements; Salesforce listed under its own Integrations nav with a dedicated Salesforce CPQ resources page. ARCHIVE-CLASS record (Wayback 2026-07-21).
Pricing: Free tier, paid plans