Salesforce consulting services

Transform your business and unlock innovation with IBM and Salesforce

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Connect your entire enterprise

In a world of fragmented solutions and rising complexity, IBM stands apart. We enable organizations to become truly agentic—empowered to act with intelligence and autonomy—by connecting AI, data and CRM across every system, from mainframe to cloud, and from insight to action.

As the only consultancy at scale embedded within a technology company, IBM transforms Salesforce from a powerful platform into a fully integrated enterprise engine. Our deep industry expertise, exclusive technologies and legacy of innovation allow us to deliver end-to-end, industry-specific solutions that harmonize your existing infrastructure, minimize disruption and maximize return on investment (ROI).

With over 25 years of partnership with Salesforce, IBM brings unmatched experience in helping large enterprises unlock new levels of efficiency, innovation and growth. Whether you’re modernizing legacy systems or scaling AI across your business, IBM ensures that your Salesforce investment delivers measurable outcomes and sustainable competitive advantage.

Benefits Enterprise-scale integration with AI at the core

IBM seamlessly connects Salesforce with enterprise systems—from mainframe to cloud—enabling real-time data access and intelligent automation across the business. Our Zero Copy Integration approach eliminates silos and accelerates AI adoption without disrupting existing infrastructure.

Enterprise modernization for AI readiness  

We don’t just implement Salesforce—we activate it with agentic AI. By combining custom and pre-built agents with Salesforce Clouds and Agentforce, we help clients personalize experiences, automate decisions and drive measurable outcomes across sales, service, marketing and operations.

Industry-tailored solutions, delivered faster

With deep domain expertise and accelerators for all 19 Salesforce Industry Clouds, IBM delivers tailored solutions that reduce complexity, speed time-to-value and scale with your business—without the burden of heavy customization.

Capabilities
Agentic AI 

Agentforce is more than a technology—it’s a catalyst for enterprise-wide transformation. IBM’s globally recognized Salesforce practice helps organizations deploy agentic AI where it matters most: empowering employees, enhancing customer engagement and driving business outcomes. By combining human insight with intelligent agents, we tailor solutions that integrate seamlessly into your workflows. From sales and service to marketing and operations, we help you unlock the full potential of your workforce from day one.

Read about IBM + Salesforce Data Cloud
Enterprise modernization for AI readiness  

Modernizing your enterprise is the foundation for intelligent transformation. IBM helps organizations eliminate technical debt, align data architecture and integrate Salesforce with core systems like mainframe, SAP and Oracle. Our exclusive Zero Copy Integration approach enables secure, real-time access to enterprise data—without duplication or disruption. This method ensures your AI, CRM and automation strategies are built on a clean, connected and scalable foundation. The result: faster decisions, smarter workflows and enterprise-wide agility.

Learn more Read about IBM + MuleSoft
Service AI transformation

Elevate customer service from reactive to intelligent. IBM helps organizations transform service operations by orchestrating Salesforce Service Cloud, Agentforce and generative AI to deliver proactive, personalized support at scale. By unlocking enterprise data through Zero Copy Integration, we enable AI agents to act in real time—resolving issues faster, anticipating needs and reducing operational costs. The result: smarter service, happier customers and measurable business impact.

Learn more Read about IBM + Salesforce Service Cloud
Sales AI transformation

Empower your sales teams to sell smarter, faster, and more effectively. IBM transforms sales operations by integrating Salesforce Sales Cloud, Revenue Cloud, and Agentforce to deliver AI-driven insights, automate complex workflows, and personalize every buyer interaction. With secure, real-time access to enterprise data through Zero Copy Integration, sellers gain predictive intelligence, streamlined quoting and billing and the ability to act in the moment. This approach drives productivity, accelerates revenue growth and enhances customer lifetime value.

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Marketing and loyalty AI transformation

Deliver intelligent, connected marketing that drives lasting customer relationships. IBM combines Salesforce Marketing Cloud, Loyalty Management and Agentforce to unlock enterprise data and orchestrate personalized journeys across every touchpoint. With Zero Copy Integration, marketers gain real-time access to customer insights—enabling AI-driven segmentation, dynamic content and loyalty strategies that increase engagement, retention and lifetime value.

Learn more Read about Generative AI for Marketing
Industry clouds

Empower clients with tailored solutions that use IBM’s deep industry expertise and Salesforce Industry Cloud capabilities to accelerate implementation, streamline business processes, incorporate AI-driven insights and deliver transformative business outcomes in record time.

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How we do it IBM Consulting Advantage: AI-powered consulting services

Discover how IBM Consulting Advantage, an AI services platform and library of assistants, empowers consultants to deliver consistent, repeatable and valuable outcomes for clients.

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IBM Intelligent Delivery Suite for Salesforce

IBM’s AI-powered platform for Salesforce transformation accelerates delivery with pre-built assistants, best-practice accelerators and automated tools. It uses IBM and Salesforce expertise for faster, higher-quality and secure solutions.

Co-create with IBM Garage®

Achieve speed-to-value and adopt Salesforce products and breakthrough technologies through a roadmap and solution co-created with your team and a diverse set of IBM Salesforce experts with industry expertise in business, design and technology.

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Catch up on Dreamforce - anytime, anywhere
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Insights

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The state of Salesforce 2025–2026
Explore three foundational pillars for turning Salesforce's agentic AI capabilities into tangible business value.
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Accelerate AI for loyalty insights
Discover how IBM and Salesforce accelerate AI adoption for customer loyalty transformation through hyper-personalization, seamless experiences and practical implementation strategies.
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3 priorities for driving an AI advantage
The 2024 State of Salesforce report explores how leading organizations prioritize data, AI and their systems to optimize the Salesforce platform and enhance customer experiences.
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AI integration services
Learn how IBM introduces new AI integration services to help enterprises build and scale AI agents on their preferred AI and cloud platform.

Meet our experts

Mary Rowe Headshot
Senior Partner, Global Salesforce Service Area Leader
Mary Rowe
Jon Caswell headshot
Salesforce Global GTM & Strategy Lead
Jon Caswell
Matt Francis headshot
Salesforce Industries and AI CTO, IBM Americas, CTA, DE
Matt Francis
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