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Citrin Cooperman Advisors: Salesforce Implementation Partner

By Citrin Cooperman Advisors, LLC

Empowering Your Business with Seamless Salesforce Solutions

Salesforce Consultants
Product Competencies
Agentforce Marketing
Agentforce Sales
Agentforce Service
Platform
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
13
Certifications
The number of certifications held by people at this organization that align to competencies
58

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.

Description

Implementation: We provide superior knowledge of Salesforce’s features and functionality, allowing us to architect, configure, and implement Salesforce to meet your business needs. Optimization: Are you leveraging your platform to its full potential, or are you just skimming the surface of its capabilities? 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. Einstein AI: Leverage AI I in your customer data to create customizable, predictive, and generative AI experiences to fit all your business needs. Support: Our 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

Highlights

Citrin Cooperman's industry expertise and deep Salesforce cloud experience make us the go-to partner for seamless implementations, support, and optimization. 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.

Provider Details

Citrin Cooperman Advisors, LLC
New York

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

Geographic Focus

Shows the regions where the provider operates or has done business
Countries

United States • India

Languages

Supported Languages

English

More From This Provider

Citrin Cooperman Advisors: Salesforce Implementation Partner
by Citrin Cooperman Advisors, LLC
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.