Since day one, our focus has been Salesforce solutioning, building a reputation as a trusted partner for transformative projects. With years of expertise, we know how to craft the right solutions for your unique technology needs. Our proven track record on complex projects speaks for itself—we deliver high-performance, scalable results that drive real ROI. Our approach and impact have even been recognized in Forrester’s Salesforce Consulting Services Landscape. Ready to elevate your business? We’re ready to partner with you.
Partnerships
Salesforce: Engage Your Customers Where It Matters Most
As a Salesforce Summit Partner, we help you turn customer understanding into meaningful engagement—at the right time, place, and channel.
Dreamforce 2025: Showcasing Our Salesforce Partnership in Action
West Monroe continues to be a value added partner, bringing deep industry and technical expertise to deliver extraordinary value. Together, we are trailblazing outcome based solutions that deliver impactful connections between our mutual clients and their most cherished customers.
Indira Gillingham
Vice President, Partner Alliances, Salesforce
How we work with Salesforce
Transformation in action
Client Result
25+ Clean Energy Programs, One Digital Portal
A public agency was in a race against time trying to keep up with the new application process for solar energy rebates. They partnered with West Monroe to create a modern, efficient portal that could support residents, contractors, and internal staff.
Read The Full Story
Client Result
Transforming FirstBank’s Commercial Lending Process
FirstBank partnered with West Monroe to transform its commercial lending processes across Puerto Rico, Florida, and the Eastern Caribbean through a modernized approach to enhance operational efficiency and customer experiences.
Read the Full Story
Client Result
How automation and transparency in pricing unleashed new revenue for Morningstar
Morningstar saw an opportunity to drive new revenue by transforming its manual pricing process into a streamlined, automated workflow. Partnering with West Monroe, Morningstar implemented Salesforce CPQ to create a faster, more transparent quoting process.
Read The Full Story
Client Result
Spike in demand for digital platforms leads Blackboard to create 35% faster sales process
When the pandemic accelerated the demand for digital learning, Blackboard had to scale its operations and respond faster to client needs. To meet this growing demand, Blackboard partnered with West Monroe for an upgrade to Salesforce Lightning and a fresh approach to their sales and customer experience using Salesforce CPQ.
Read The Full Story
Client Result
Digital Recovery Platform Protects Millions in Revenue
West Monroe was on a four-year journey to tackle a global quick-service restaurant chain’s growing challenges. As new digital channels expanded online ordering capabilities, incident volumes and service costs rose sharply.
Read The Full Story