A Salesforce Consulting Partner based in Pennsylvania

Salesforce keeps a public register of its consulting partners, and ours is in it. Below is how to read that register — for us, and for anyone else you are considering.

How to check a Salesforce partner is what they say

Four steps, none of which need us. Do them to any firm you are considering, this one included.

Find them on the AppExchange

Salesforce runs its own public register of consulting partners. Search the firm's name there and open the Consultants tab. If a company describing itself as a Salesforce partner has no listing at all, that is worth asking about.

Read the certification count, not the adjective

A real listing shows how many certified people the firm has and how many certifications they hold between them, broken down by competency. Those numbers are published by Salesforce, not written by the partner, which is what makes them worth reading.

Know what the badges do and do not mean

Partner tiers are Provisional, Select and Summit, and only Summit partners display a tier badge. A competency badge — Accredited or Expert — needs Salesforce-verified projects and a customer satisfaction score, not just certifications. A dash in a competency row means nothing has been earned there yet.

Check who the certifications belong to

Salesforce certifies people, not companies, so there is no such thing as a 'certified partner' firm. A partner with a large certification count and a small team is telling you something different from one with the same count across fifty people. Ask which.

What you will find when you check us

Including the parts that are not flattering, because a page that only listed the good ones would not be worth reading.

  • 16 certified people and 52 certifications, published by Salesforce
  • 38 of those certifications are on the Platform competency
  • No tier badge — we are not a Summit partner and do not claim to be
  • No competency badges earned yet; certifications alone do not earn one
  • No customer ratings on the listing — nobody has reviewed us there

Go and read it yourself

Everything above is published by Salesforce rather than by us, which means you can check it before you ever pick up the phone.

Partner questions we get

What is a Salesforce Consulting Partner?

A firm that Salesforce has admitted to its consulting partner programme and lists in its own public register on the AppExchange. The listing is the meaningful part: Salesforce publishes how many certified people the firm has, how many certifications they hold and in which competencies, and any customer ratings. It is not a quality guarantee — it is a record you can check rather than a claim you have to take on trust.

How do I tell a partner from a freelancer, and does it matter?

A freelancer can be excellent and is often cheaper. What a listed partner gives you is a public record and, usually, cover — someone else who can pick the work up. The honest test is not the label but the answer to two questions: who specifically will do the work, and what happens to your org if that person becomes unavailable. Ask both of any firm, us included.

Do you have to be in Pennsylvania to work with you?

No. Our office is on Swedesford Road in Malvern and we work with companies across the United States. Salesforce work happens inside the org rather than in a room, so location changes very little in practice — it mostly decides whether the first conversation is a video call or a drive.

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Check the record, then talk to us

If you are weighing up Salesforce partners in Pennsylvania, read our AppExchange listing first and call afterwards. It is a shorter conversation when you already know what we are.