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2X

Salesforce Innovation Award Winner

5/5

CSAT Rating

AppExchange

25+

Years of Enterprise Delivery

450+

Consultants Worldwide

Talk to a Salesforce Expert Today

Salesforce Consulting Services

Salesforce Done Right
& Built to Last.

We Deliver Certified Salesforce Consultants Services for Enterprise Organizations.

Most Salesforce problems are actually implementation problems. CG Infinity fixes that. We're engineers first, certified, senior, and accountable to your outcomes. 

Salesforce Services

Full-Lifecycle Salesforce Consulting Services.

We design Salesforce CRM implementations focused on adoption, usability, and business outcomes.

Salesforce Implementation

CRM buildout aligned to your actual sales process, not Salesforce defaults configured for a generic company.

Salesforce Integration

Connecting Salesforce to ERP, billing systems, data warehouses, and third-party apps your team already relies on.

Managed Services

Ongoing optimization, admin support, and enhancements post-go-live. We stay engaged so your investment keeps growing.

Energy & Utilities Cloud

EUC implementation for energy & utilities companies: customer acquisition, enrollment, billing, retention, and the REP lifecycle.

Sales Cloud

Pipeline management, forecasting, territory management, and process automation that actually gets adopted by your reps.

Service Cloud

Case management, contact center integration, knowledge base, and customer self-service portals.

Marketing Cloud

Customer journeys, email automation, segmentation, and engagement scoring, tied to your real business outcomes.

Salesforce CPQ

Configure-price-quote, contract management, and revenue operations for complex B2B sales cycles.

Industry Depth

Your business isn't a template. We don't treat it like one.

Every Salesforce environment we build is designed around how your organization actually operates, not a configuration we've reused a dozen times. That means understanding your data model, your compliance requirements, and the workflows your teams depend on before we write a single line of configuration. The result is an implementation that fits, and one your team actually adopts.

Why Choose Us

What Makes Our Salesforce Practice Different.

01

Engineering-Driven Implementation

We don't apply a one-size-fits-all template. Your Salesforce implementation reflects your industry's data model, compliance requirements, and workflows.

02

Certified. Experienced. Hands-On.

You work with senior consultants from day one, not junior resources. Salesforce Platinum Partner. 2-time Salesforce Innovation Award winner. 25+ years of enterprise delivery.

03

Direct Accountability

Direct access to practice leadership, transparent delivery timelines, and a team accountable to your outcomes, not internal utilization metrics.

What our customers
have to say about us

“Thanks, everyone,  for your continued hard work and patience to get these updates over the finish line.  This was a true team effort.”

IT Director

Retail Energy

“They are highly effective communicators to leadership and allow for a concise message. We have continued to use CG Infinity on subsequent stages of our project that include implementations of other Salesforce products.”

CEO

Retail Energy

“With CG Infinity, we are able to utilize our data and demonstrate measurable value for our business through the power of artificial intelligence, machine learning, and deep learning.”

CEO

Housing Company

“CG Infinity did a great job in assisting us in upgrading and rolling out incremental functionality. Our experience was exceptional”

CIO

Private Equity Firm

“The CG Infinity team continually came back with additional build ideas and concepts that added further value to our customer experience. To say that I would merely recommend them is an understatement.”

CTO

Financial Services

“We sincerely appreciate how the team is running the projects, managing the timeline, and answering our endless questions. We are beyond impressed!”

VP of IT

"The migration to Salesforce Lightning was easier than I thought it would be, thanks to the way you managed the project."

IT Director

Regional Bank

"CG Infinity not only has knowledge of Salesforce but also a depth of experience in working with financial institutions. Their advice on best practices has been crucial to the success of our implementation."

VP of Digital Transformation

Consulting Firm

“You guys helped us get the data we needed in order to improve our decision-making.”

VP of Marketing

Security and Logistics

”The CG Infinity team continually came back with additional build ideas and concepts that added further value to our customer experience. To say that I would merely recommend them is an understatement.”

CTO

Facilities Services

“Thank you so much for the Time Entry app! This app is great and is going to save so much time. This is going to be a huge time productivity improvement for our teams.”

CIO

Tax Consulting Firm

“We sincerely appreciate how the team is running the projects, managing the timeline and answering our endless questions. We are beyond impressed!”

VP of IT

Distribution Services

“You guys went far beyond what we have received from others in the past."

CFO

Financial Services

“We could not have gone to a web-based business system at a better time. As long as our people have access to a web browser and internet at home, they have been able to work thanks to the work of the CG Infinity team."

CFO

Fashion Retailer

“CG Infinity provides us with a unique business perspective that many Salesforce implementers simply do not possess. Their ability
to bring real-world experience and Best Practices to our team made all the difference to us."

VP of Digital Transformation

Regional Bank

Frequently asked questions

CONTACT US

Let's Talk About Your Salesforce Initiative.

A certified consultant in Dallas-Fort Worth or Houston will follow up within one business day.

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