Salesforce - CG Infinity

Certified, Ready to Serve You

With our experience in the Salesforce Energy and Utilities Cloud and Financial Services Cloud, plus the depth of experience we have integrating 3rd party applications, we can find solutions that already work and connect them to your Salesforce solutions. CG Infinity consultants have now earned over 200 Salesforce certifications, including Certified System Architect, Identity and Access Management Architect, Certified Developer, Sales Cloud Consultant and more.

Connect with an Expert

How We Support Your Team

Energy & Financial Clouds

If you plan to grow your business, you need to leverage productivity features. With the Energy and Utilities Cloud and Financial Services Cloud, you can drive engagement, close deals faster, and build stronger customer relationships.

Your Customer Journey

Understanding how to develop a more intimate relationship with your clients is at the core of the Salesforce Sales Cloud. We take a holistic approach and map the touchpoints that support the entire client lifecycle, anytime, anywhere.

Manage the Touchpoints

There are many touches with a prospect that starts with awareness, moves to need development, and finishes with conversion to a customer. Managing those touchpoints will provide a 360-degree view of the customer on a single platform.

Go Digital Faster

The Salesforce Platform enables you to extend your capabilities and functionality while staying within the trusted and scalable network of Salesforce. Develop solutions quickly that complement other Salesforce applications in your org.

Build Applications Quickly

By leveraging existing Salesforce infrastructure and Org structure, you can rapidly develop new solutions or extensions to existing Salesforce products. Our consultants have extensive experience in solving your business problems.

The Power of Einstein

Salesforce Einstein is a mainstay in Salesforce Lightning and is an AI powered by deep machine learning, predictive analytics, and natural language processing. Leverage Einstein from the existing Platform infrastructure.

Let's Get Started

Meet the Team

Robb Flint

SENIOR VICE PRESIDENT

Mike Reeves

VICE PRESIDENT OF DELIVERY

Carolyn Campbell

PRINCIPAL

Testimonials

“We sincerely appreciate how the team is running the projects, managing the timeline and answering our endless questions. We are beyond impressed!”

VP of IT, Distribution Services

“Thanks everyone for your continued hard work and patience to get these updates over the finish line. This was a true team effort.”

IT Director, Retail Energy

“CG Infinity provides us with a unique business perspective that many Salesforce implementers simply do not possess. Their ability to bring real-world experience and Best Practices to our team made all the difference to us."

VP of Digital Transformation, Regional Bank

"They are highly effective communicators to leadership and allow for a concise message. We have continued to use CG Infinity on subsequent stages of our project that include implementations of other Salesforce products.”

CEO, Retail Energy

“CG Infinity has played an integral role for our implementation of Salesforce Service Cloud Voice. They not only brought the technical expertise but the industry domain knowledge as well."

CTO, Retail Energy

"CG Infinity did a great job assisting us in upgrading and rolling out incremental functionality. Our experience was exceptional."

CIO, Private Equity Firm

“The migration to Salesforce lightning was easier than I thought it would be thanks to the way you managed the project.”

IT Director, Regional Bank

"CG Infinity not only has a knowledge of Salesforce, but a depth of experience in working with financial institutions. Their advice on best practices has been crucial to the success of our implementation."

VP of Digital Transformation, Consulting Firm

”The CG Infinity team continually came back with additional build ideas and concepts that added further value to our customer experience. To say that I would merely recommend them is an understatement.”

CTO, Facilities Services

“Thank you so much for the Time Entry app! This app is great and is going to save so much time. This is going to be a huge time / productivity improvement for our teams.”

CIO, Tax Consulting Firm

Case Studies

Transforming the Sales Process

Learn More

Increased User Adoption Drives Regional Bank’s Financial Gains

Reviving a previously slow implementation of the Salesforce Financial Services Cloud to increase asset growth.