Salesforce Consultants
Serving Dallas
Optimizing Salesforce for the Dallas Metroplex. We provide local expertise to help your business streamline operations and drive growth.
Meet Your Team
Marcus Smith
CEO
A designer of systems that bring peace
Chris Schmidt
Lead Consultant
Turns mystery logic into clean solutions.
Sharlene Johnson
Director of Sales
No pressure approach to sales that fits the customer with the right solution.
Aarica Smith
VP Operations
Makes delivery predictable and accountable.
Oluremi Ajibawo
Consultant
A patient teacher who quickly brings order.
Eunice Mugai
Marketing
Moves fast with empathy and data.
We have the numbers to prove it
For over 250 businesses, we’ve been the trusted partner in their Salesforce journey, consistently delivering value and fostering lasting relationships. Your success fuels our passion.
Every ticket tells a story, we dig in, find the real issue, and close it with solutions that hold up over time. More than 2,000 resolved and counting.
We don’t hold your money hostage if it doesn’t work out.
We know the platform you pay for so you don’t have to.
Flat Price Transparency
Silver
Essential ongoing support
$3,499/mo
- ✓ Projects
- ✓ Digital Training
- ✓ Tickets (Standard)
Gold
Full strategy and support
$5,499/mo
- ✓ Projects
- ✓ Digital Training
- ✓ Priority Tickets
- ✓ Roadmapping + Check Ins
- ✓ Change Management
- ✓ On-Site Session (2/yr)
- ✓ Workflow Workshops (2/yr)
Platinum
Executive-level advisory
$7,499/mo
- ✓ Projects
- ✓ Digital Training
- ✓ Priority Tickets
- ✓ Roadmapping + Check Ins
- ✓ Change Management
- ✓ On-Site Session (4/yr)
- ✓ Workflow Workshops (4/yr)
- ✓ Executive Automation Package
- ✓ Executive Reporting Package
- ✓ Executive Strategic Advisory (4/yr)
*Price adjustments are available for 3 month, 6 month, and 12 month commitments. **Any offering in Gold and Platinum packages can occur on site.
Price transparency note: Fixed price. No hourly games. Long-term partnership terms available.
Is Cloud Trailz the Right Fit For You?
Great Fit If:
- 20–100 employees, $5M–$200M revenue
- Ops, Sales, or IT leaders who want predictable cost
- Tired of hourly invoices and “scope creep”
- Need continuity, adoption and peace.
Not a Fit If:
- You want hourly, project-only help.
- You prefer negotiating every change
- You need chaos.
Meet Our CEO
I didn’t want to give you the boring Salesforce pitch.
When we were building this page, the original plan was to follow the same tired structure everyone else uses: A wall of logos, a claim about our "combined years of experience," a complex diagram of our process, and a promise to "Supercharge Your Salesforce."
The reality? Anyone worth their salt better have those things. I didn’t include them because I honestly don’t want to copy every other person in this industry.
If you’ve Googled "Salesforce Consultants Dallas," you aren't looking for a template—you’re looking for real people who can actually help with your system. You’re looking for a team you can trust because you have a lot on the line.
Questions From Real Customers
Will The Price Change on Us?
No. We put people in packages so that we can get to work solving problems. I personally despise change orders, and I think hourly billing is a scam.
Can I Meet The Team?
Yes. You absolutely should get a chance to meet the people and ask whatever questions you need to be comfortable.
I Don't Know What I Don't Know...?
We don’t expect you to be an expert in Salesforce. We need you to know your business and what you need from the system. We take care of the rest.