Sikich - Sikich LLP - AppExchange
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  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 446
  • Number of Salesforce-certified experts employed by the consultant Certified Experts 25
  • Year this company was founded Founded 1982
  • Tier is determined by Salesforce and reflects the consultant's level of expertise and record of customer success Gold
Your Financial Services and Manufacturing Industry Experts

Sikich has over 15 years of Salesforce consulting and implementation experience spanning across several industries including financial services, manufacturing and healthcare. But that’s just the beginning of our story. Visit our website to learn more.


  • Within Financial Services, we have done 80+ implementations of the Financial Services Cloud and have worked with over 500 financial services clients across wealth management, insurance, banking, private equity, investment banking, etc.
  • Our two books, A Beginner's Guide to the Financial Services Cloud and A Beginner's Guide to the Manufacturing Cloud, educate firms on how they can leverage this technology. Additionally, our FSC Accelerator provides clients with pre-built functionality.
  • Our Private Equity overlay and our Investment Banking overlay provide firms with a pre-built data model and functionality to help you get up and running much quicker.


Our group has a tremendous amount of experience in both the Financial Services and Manufacturing industries. Within Financial Services, we have pre-built functionality that we provide to our new clients as they begin their FSC journey. This accelerator is built based on functionality that our clients have deployed on our past 80+ FSC projects. ## ##Within Insurance, our expertise lies at the agency, broker/MGA and carrier level. We have been involved in building two (2) agency applications and are currently building our MGA data model on top of the Salesforce Platform.####We have expertise with the following:## - Sales Cloud## - Service Cloud## - Platform Cloud## - Community Cloud## - Financial Services Cloud## - Manufacturing Cloud## - CPQ## - FSL## - Pardot## - Einstein Analytics####We have migrated and/or integrated with Microsoft Dynamics, Junxure, Redtail, DealCloud, Hubspot, Navatar, Salentica, Tamarac, XLR8, Practifi, Goldmine, Zoho, SmartOffice, SalesLogix, Pipedrive, ACT!, Orion, APX, Encompass, Schwab, Pershing, COCC, FiTek, LaserApp, Addepar, etc.

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About Sikich LLP

Naperville, IL, USA