Citrin Cooperman Advisors: Salesforce Implementation Partner - Citrin Cooperman Advisors, LLC - AppExchange
Skip to NavigationSkip to Main Content

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 1
  • 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 9
  • Year this company was founded Founded 1979
Citrin Cooperman Advisors: Salesforce Implementation Partner
Salesforce Overview
Salesforce Expertise
Customer Quote
Solution Overview
Digital Services Practice
Global Presence
Industries We Serve
Our mission is to enhance the businesses and personal lives of our clients

We help businesses grow by seamlessly connecting CRM to ERP, building engaging Experience Cloud sites, and designing efficient Field Service, Sales, and Service Cloud solutions tailored to your needs.

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

Citrin Cooperman is one of the nation’s largest professional services firms, helping companies and high-net-worth individuals find smart solutions. Whether your operations and assets are located around the corner or across the globe, we can provide new perspectives on strategies that will help you achieve your short- and long-term goals. ####In today's dynamic and competitive business landscape, managing intricate supply chains while trimming operational costs is paramount. Simultaneously, nurturing client relationships and acquiring new customers demand unwavering dedication to trust, responsiveness, accuracy, and collaboration. Citrin steps in as a trusted partner for manufacturers and distributors, adept at navigating their technological and business hurdles.####Industry Expertise:##• Healthcare##• Manufacturing & Distribution##• Non-Profit##• Professional Services##• Restaurants & Hospitality##• Financial Services##• Technology##• Real Estate##• Entertainment, Music & Sports##• Franchising##• Construction##• Cannabis

Geographic Focus

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