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Customer engagement falling flat? These 5 best Salesforce partners can help: Propel, Accenture, Deloitte Digital, IBM iX, and Silverline.
Customer engagement isn’t just about sending more messages - it’s about sending the right ones, at the right time, to the right people.
That’s where the best Salesforce partners come in. Whether you need enterprise-scale transformation, compliance-ready CRM, or predictive personalization, the right partner makes or breaks your ROI.
If you want proven results with CRM-led retention, behavioral orchestration, and fast ROI - Propel is the clear choice.
Propel is also a platinum Customer.io partner, powering deep cross-platform orchestration. And we have four more toppers in the list!
So let's dive deeper and check out which is the best salesforce partner for your brand:
Salesforce partners help brands unlock the full value of their CRM. They assist with:
There are two key types:
Top partners also focus on:
Here you go with the top Salesforce Partners:
Propel is a retention-first Salesforce partner for brands that need smarter CRM execution. It supports full-stack journeys from onboarding to winback using behavioral triggers, AI-led segmentation, and data enrichment.
Accenture is one of the largest global Salesforce partners, known for handling multi-cloud, multi-region, and multi-division deployments. They focus on digital transformation at scale, particularly in regulated and legacy-heavy enterprises.
Deloitte Digital blends creative experience design with serious data science and AI. As a Salesforce partner, they focus on turning CRM from a database into a predictive, insight-led engine using analytics, automation, and real-time segmentation.
IBM iX (Interactive Experience) helps large enterprises bridge legacy tech stacks with modern Salesforce ecosystems. Think old ERPs, on-prem CRMs, and deeply custom systems—IBM iX connects them all using cloud integration and middleware.
Silverline specializes in building Salesforce solutions for heavily regulated industries—especially healthcare and financial services. Their work balances personalized customer experiences with strict compliance, privacy, and auditability.
To choose the right Salesforce Partners:
Choose a partner based on the problem you’re solving - not just the platform you’re using. Whether it’s churn reduction, AI-driven segmentation, or digital replatforming, clarity on your goal should guide the fit.
Make sure the partner understands your industry’s workflows, compliance requirements, and customer behavior. A generic approach won’t cut it in healthcare, finance, or ecommerce.
Look for a partner that can both plan and build. Strong strategy without delivery stalls progress, while pure implementation without vision misses long-term gains.
Clarify how long the project will take and how much support your team will need to provide. Avoid surprises with upfront conversations about resourcing and scope.
Your Salesforce setup needs to connect with your other tools - CDPs, analytics, email, and billing. Choose a partner that builds clean data flows, not silos.
A good partner doesn’t just build journeys - they optimize them over time. Look for experience with churn scoring, LTV modeling, and behavioral triggers.
Unless you truly need global scale and compliance coverage, boutique or specialized partners can deliver faster and more efficiently - without enterprise bloat.
Once the build is done, can your team run it? Pick partners who create maintainable, well-documented systems - not just black boxes.
Beyond capability, the best partner is one that aligns with your workflow, speed, and values. They should feel like part of your internal team.
Don’t let dashboards or feature counts distract you. The right partner will measure success by improvements in revenue, retention, efficiency, and growth.
To maximize ROI with Salesforce Partners,
Campaigns should follow the customer journey - not arbitrary dates. Map your CRM logic to onboarding, activation, conversion, and retention stages to trigger messages when they matter most.
Bring in real-time behavioral data from tools like Segment or Google Analytics 4 to enrich your Salesforce setup. This ensures your messaging responds to what users actually do - not just what they clicked last week.
Use churn scoring models to identify disengaged users early, then dial back messaging to avoid fatigue. Smart suppression protects your list health and improves conversion rates over time.
Tie Salesforce activity to downstream metrics like LTV, cohort retention, and reactivation through tools like Looker or BigQuery. Visibility into actual ROI beats open rates every time.
Benchmark against lifecycle marketing strategies
Evaluate your CRM performance against proven lifecycle marketing benchmarks—like conversion rates at each stage or reactivation velocity - to find opportunities for lift.
Compare impact via lifecycle marketing ROI frameworks
Use structured frameworks to compare ROI across journeys—onboarding vs. upsell vs. winback. This helps prioritize what to scale, pause, or rework based on actual business impact.
Salesforce is only as good as the partner guiding your lifecycle execution. If you need to drive LTV, reduce churn, and scale retention:
Propel is the only Salesforce-certified partner built for this mission.
See how it compares to other lifecycle marketing agencies across industries.
Salesforce is used by a wide range of businesses—from Fortune 100 enterprises to fast-moving DTC brands across SaaS, healthtech, ecommerce, and B2B services. It’s trusted by companies that need scalable, customizable CRM infrastructure.
Salesforce is a CRM platform that helps companies manage marketing, sales, support, and customer relationships. It centralizes customer data and enables automated journeys, pipeline management, and cross-channel engagement.
Not by default. Salesforce isn’t a native customer data platform (CDP), but it can act like one when integrated with tools like Segment, Snowflake, or Amplitude to unify behavioral and transactional data.
Salesforce offers greater depth, flexibility, and enterprise scalability. Hubspot is easier to get started with and ideal for lean teams, but it lacks the long-term extensibility and orchestration capabilities of Salesforce.
Propel. It’s the only Salesforce-certified partner built specifically for lifecycle retention. With AI-powered workflows, cross-platform orchestration, and deep behavioral segmentation, Propel delivers retention results most agencies can’t touch.
Use our free Retention Impact Calculator to see how much revenue you’re leaving on the table — and how much you could unlock by improving retention.
👉 Calculate My Impact