Palm Consulting

Palm Consulting is a certified Salesforce consulting partner based in Florida, specializing in strategic implementations, optimization, and ongoing support for small and medium-sized businesses (SMBs) and nonprofits across the U.S. We help organizations get out of spreadsheets and into systems that scale—leveraging Salesforce Sales Cloud, Nonprofit Cloud, and Salesforce Starter to streamline their sales, marketing, and fundraising operations.

What sets us apart is our senior-level team with real-world experience in business, finance, and operations—not just Salesforce certifications. Every consultant at Palm Consulting brings a strategic mindset and a deep understanding of how CRM technology must align with business goals. We don’t believe in cookie-cutter solutions—we build smart, scalable systems that work with your team, not around it.

Our core services include:

• Salesforce Sales Cloud and Nonprofit Cloud implementations
• CRM audits and process redesign
• Flow automation and data migration
• Salesforce dashboard and report customization

Salesforce integrations with tools like Google Workspace, Outlook, QuickBooks, and donor platforms

Ongoing Salesforce administration and support retainers

We work directly with clients or via Upwork and deliver with clarity, transparency, and a strong project management framework. Most of our clients come to us after feeling their Salesforce org is underutilized or misconfigured. We step in to bring structure, visibility, and results.

Whether you're launching Salesforce for the first time or trying to make your existing setup actually work for your team, Palm Consulting provides the strategic and technical support you need to unlock Salesforce’s full potential.