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SMBHD

Business-first Salesforce solutions designed to solve complex challenges.

Salesforce Consultants
Industry Competencies
Manufacturing
Professional Services
Product Competencies
Agentforce
Agentforce Marketing
Agentforce Sales
Agentforce Service
Platform
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
27
Certifications
The number of certifications held by people at this organization that align to competencies
109

Rating

Type

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.9
Lifetime project and community reviews average
Showing 10 of 95 Reviews
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Project Review
Verified Customer• Project Review

SMBHD was an excellent partner in helping us implement and optimize Salesforce for our Business Development team. Their expertise, professionalism, and attention to detail made the integration process smooth and successful. We especially appreciated working with Carmen Chavez and Neha Tripathi, who were knowledgeable, responsive, and committed to ensuring our team's needs were met every step of the way. We had a great experience and would highly recommend SMBHD to any organization looking for Salesforce integration and consulting support.

Project Review
Verified Customer• Project Review

Matt and the SMBHD team were excellent to work with. They offered solutions and were a trusted advisor throughout the process.

Project Review
Verified Customer• Project Review

When we decided to implement Salesforce, we were replacing three outdated legacy systems, including a 30-year-old platform that relied heavily on manual entry. It was a massive shift, but within the first two months, our consulting partner delivered real, tangible wins—cutting our invoice processing time from 360 hours to just six. Their expertise with Salesforce Field Service, Accounting Seed, and various marketplace apps gave me the freedom to focus on designing the right solutions while they handled the buildout. What I appreciated most was their collaborative approach—they didn’t force us into a one-size-fits-all system but instead built something that truly fit our business. I’ve talked to industry peers who feel stuck with software that dictates how they work, and I’m grateful we avoided that. Software should never drive production but rather empower. If you’re considering a similar project, my biggest advice is to be upfront and communicate often. There will be challenges, and at times it might feel overwhelming, but that’s when you need to lean on your partner and account manager. There’s always a way forward.

Project Review
Verified Customer• Project Review

SMBHD is amazing. They listen well and offer the best solution to meet our needs. They are very detailed and organized, keep great notes, and are even proactive bringing potential problems to my team and getting our opinion on how we would like to address them. We have been very pleased with their deliverables and their communication and will continue to utilize their services moving forward

Project Review
Verified Customer• Project Review

It was a pleasure working with SMBHD and Carmen our assigned project lead. A true professsional! Thanks for everything.

Project Review
Verified Customer• Project Review

My experience with Matt and his team has been exceptional. SMBHD's approach and ability to take our unique business process and translate it into Salesforce is a gamechanger for us. Every project has complexity and challenges, but SMBHD is a partner you can trust for your digital transformation goals.

Project Review
Verified Customer• Project Review

We have loved working with SMBHD. We originally hired them for our initial Salesforce implementation and they were fantastic then. Since then, they continue to be very thoughtful in how we approach our growing needs for solutions given our ORG specifics and are always willing to jump on a call to discuss our future growth, potential needs, and how we may tackle those both within our current Salesforce licenses and/or economically with the right amount of new licensing. They've been incredible partners and deliver on time solutions. I have and will continue to recommend working with SMBHD to anyone looking for a partner resource. The pricing is fair and quotes are always detailed out in a clear and easily understood manner.

Project Review
Verified Customer• Project Review

We partnered with SMBHD to launch a new CommerceCloud based e-comm website, which would be powered by Salesforce, but fully integrated with our ERP system to enable near real-time two-way data flow of inventory, product details, order history, tracking information, and new orders placed by customers. We chose SMBHD because they had previously developed a smaller integration between our ERP and Salesforce for sales data reporting, and we trusted their technical competence. Not only did SMBHD complete all of their original responsibilities, but they ended up stepping into save the project when a separate subcontractor failed to deliver their portion of the site. We've worked with numerous partners, across many SaaS platforms. SMBHD is the best that we've worked with. They are fantastic at communicating, and they are very responsive when it comes to fixing things that have gone wrong. The thing I appreciate most is their candor, though. They have been upfront and honest with us throughout the project, rather than trying to sugarcoat things.

Project Review
Verified Customer• Project Review

Absolutely! Implementation team was sensational!!!

Project Review
Verified Customer• Project Review

They were professional and made us feel important even though we were a small project.