Kelley Austin Reaches New Heights, Becoming One of the Fastest Salesforce Partners to Attain Summit Status

Salesforce proudly announced on December 1 that Kelley Austin officially advanced to the Summit (Platinum) tier, making the Salesforce Consulting Partner one of the fastest firms to achieve the Summit tier in Salesforce history.

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We Love Solving Things for Top Companies

A Home Builder in Texas Builds a Strong Foundation with Salesforce + Agentforce Service and SDR Agents

A Texas homebuilder elevates operations with an integrated Salesforce solution featuring Agentforce Service and SDR Agents to streamline workflows and enhance customer and employee experiences.
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A Technology Company Unlocks Valuable Customer Insights by Uniting Sales, Service, and Marketing with Salesforce Data Cloud

By harnessing the power of Data Cloud, our client in the Tech Industry can provide tailored customer experiences across sales, service, marketing, and more.
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Discover How a Tech Company Consolidated Four Different CRMs by Transitioning to Salesforce

With a consolidated sales process, our client in the Tech Industry has gained unprecedented visibility into the lead-to-cash lifecycle and can now access valuable insights for service cases, cross-selling opportunities, and renewal rates.
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Get Started with Your Salesforce Automation Journey

Reach out to learn more about our complimentary Salesforce Automation Assessment today.
What We'll Cover in the Automation Assessment

5 Things to Automate in 2025

Salesforce is constantly evolving, and with that comes the need to ensure your setup aligns with your business goals. We'll help you uncover efficiencies and new ways to use Salesforce automation tools that drive real value, ensuring your system aligns with your ambitions for 2025 and beyond.

Our assessment is designed to deliver insights you can act on immediately. During our 1-hour discovery call, we’ll identify five automation opportunities, which could include:

Drive Customer Success with Agentforce

Whether you need to qualify prospects, automate responses, or stay on top of your pipeline, implementing an AI Agent can help you achieve your business goals.

Workflow & Process Automation

Automate repetitive tasks like lead assignments, approval processes, or notifications to improve consistency and save your team time.

Marketing Automation

Set up automated email journeys and tailored messaging sequences to keep customers engaged and nurture leads, all while reducing manual follow-up.

Sales Automation

Streamline repetitive tasks in your sales process with automated lead scoring, pipeline forecasting, or automated pipeline management.

Service Automation

Automate surveys to gain real-time insights into customer satisfaction or use a Service Agent to engage with customers 24/7 across channels.

your trusted salesforce advisor

Successful Projects Begin with Trust

Before we ever engage with a client, there are two things that must happen in order to ensure a successful relationship. The first is that we have to earn your trust. We have to work to ensure that you trust our expertise and guidance and that you know we have your company's best interests in mind.

The second is that we need to trust, as a client, you will be willing to put the time and effort in from your side in order to make this a successful project. You are an expert in your company, we are experts in Salesforce, and if we both trust each other, we can find the perfect balance between adapting the business to the technology, and the technology to the business.

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Our Services

Salesforce Excellence & Managed Services

Salesforce Managed Services that fit your company's needs.

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Agentforce

Drive efficiency with customizable AI agents for sales, service, marketing, and more.

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Data Cloud

Unify and harmonize your data to build more meaningful customer experiences.

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Sales Cloud

Grow your sales with trusted solutions.

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Salesforce Spiff

Automate commissions and motivate sellers.

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Revenue Cloud

Streamline your revenue lifecycle.

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Service Cloud

Create personalized and meaningful customer experiences.

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Marketing Cloud

Build brand loyalty with data-driven digital marketing.

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Experience Cloud

Meet your customers and partners where they are with Experience Cloud.

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Field Service

Transform your field operations.

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Custom
Development

A CRM built for you.

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solving things with the power of Salesforce

Who We Are

We're passionate about delivering successful projects to our clients because we understand the profound impact that a well-implemented Salesforce solution can have on a business's growth and long-term success.

Our Project Management Practice led by Cynthia Carson, VP of Delivery, plays a pivotal role in building trust with our clients. Our goal as a Salesforce Partner is to ensure clear communication, set realistic expectations, and deliver exceptional Salesforce solutions. We love helping our clients achieve remarkable results with the power of Salesforce.

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The Employee First Difference

The members of our team are what make our company, and they come first. Yes, even before customers, and that’s a great thing for the companies we partner with. You can be assured that the team working on your project:

Is supported by the rest of the team and leadership

Isn’t overworked and overcommitted

Has time to put towards furthering their education and expertise

Doesn’t have to deal with difficult clients that cause them to lose focus

Is encouraged to take time off, so they're fresh

Meet our team

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Our Expertise

Ready to grow? Join the Kelley Austin team.

We hire the best and brightest in the industry. If you're looking to join a hard-working, driven, and talented team of individuals who loves to see our clients succeed, check out our open positions today.

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testimonials

what our clients say

“Couldn't give a higher rating to the Kelly Austin team. They are attentive and helped us setup and grow both Sales + Service.”
— Health Tech Client
testimonials

what our clients say

“Kelley Austin is an excellent Salesforce Partner that listens to your needs and develops solutions that work for your business. Highly recommended if you are looking to add Salesforce to your business tools.”
— Consumer goods Client
testimonials

what our clients say

“Excellence of deliverables, communication, ingenuity, knowledge base, professionalism, experience, dependability both in accomplishing the work as well as the functionality of the work.”
— Financial Services Client