Citrin Cooperman Advisors: Salesforce Implementation Partner - Citrin Cooperman Advisors, LLC - AppExchange
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Citrin Cooperman Advisors: Salesforce Implementation Partner
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 182
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 12
  • Year this company was founded Founded 1979
Citrin Cooperman Advisors: Salesforce Implementation Partner
Your Salesforce Partner: The Citrin Cooperman Advantage
Salesforce Sales Cloud Accelerator: Propel Your Sales Performance
Salesforce Flow Migration Assessment
Why Work With Our Salesforce Team?
A Global Presence For Your Salesforce Needs
Specialized Salesforce Services For Your Industry
Salesforce Certifications
Our Salesforce Services
Empowering Your Business with Seamless Salesforce Solutions

Citrin Cooperman delivers Salesforce solutions designed to empower midsized & emerging enterprise organizations. Our expertise spans the sales, marketing, service, & experience clouds, all enhanced by the cutting-edge capabilities of Salesforce Einstein.

Highlights

  • Citrin Cooperman's industry expertise and deep Salesforce cloud experience make us the go-to partner for seamless implementations. We help clients achieve fast ROI while enabling sustainable future growth.
  • • Sales
    • Service
    • Experience
    • Field Service
    • Billing
    • Contract Lifecycle Management
    • Marketing
    • MuleSoft
    • Pardot
    • Revenue Cloud
    • Slack
    • Tableau
    • Agentforce
  • We specialize in Quote-to-Cash enablement, integrating CRM with ERP systems. This approach streamlines processes, enhances visibility, and drives revenue growth, ensuring clients efficiently manage their sales cycle from quote to cash collection.


Description

Salesforce implementation: We provide superior knowledge of Salesforce’s features and functionality, allowing us to architect, configure, and implement Salesforce to meet your business needs.

Salesforce optimization: Are you leveraging your Salesforce platform to its full potential, or are you just skimming the surface of its capabilities?

Salesforce integration: Integrate Salesforce with your ERP and point systems, encompassing warehouse management, shipping, eCommerce, and point of sale.

Salesforce Cloud Expertise: Citrin Cooperman’s expertise spans the sales, marketing, service, and experience clouds.

Salesforce Einstein AI: Leverage AI I in your customer data to create customizable, predictive, and generative AI experiences to fit all your business needs.

Salesforce Support: Our Salesforce professionals and support team can provide ongoing maintenance, troubleshoot issues, provide training, and more.

Industry Expertise:
- Healthcare
- Manufacturing & Distribution
- Non-Profit
- Professional Services
- Restaurants & Hospitality
- Financial Services
- Technology
- Real Estate
- Entertainment, Music & Sports
- Franchising
- Construction
- Cannabis

Geographic Focus

International India

Languages

English

About Citrin Cooperman Advisors, LLC About Us:
Citrin Cooperman Advisors is a leading full-service accounting, tax, and Salesforce consulting firm dedicated to helping businesses and individuals thrive in today's complex economic landscape.

Specialization:
We specialize in providing comprehensive financial and business solutions tailored to each client's unique needs. Our services encompass Salesforce consulting, tax planning and compliance, audit and assurance, business advisory, wealth management, and technology consulting. With a team of highly skilled professionals and industry experts, we offer strategic guidance and innovative solutions to drive growth, enhance profitability, and achieve long-term success.

Why Choose Us:
Clients choose us for our commitment to excellence, personalized approach, and deep industry knowledge. We prioritize understanding our client's goals and challenges, enabling us to deliver customized solutions that yield tangible results.

Awards & Recognition:
- Named on America's Most Recommended Tax and Accounting Firms List for 2024 by USA Today
- Named 23rd on ‘2024 Largest Accounting Firms’ List by Triangle Business Journal
- Bob Scott's VAR Stars for 2023

Headquarters
New York
Phone
7609306456