Turn Salesforce into a platform for measurable growth.

We align Salesforce strategy, investment, and execution to your business priorities—driving revenue, improving operational efficiency, and delivering measurable outcomes.

Schedule a free consultation Why Convene

Where we focus

Aligning the platform to where the business is going.

We connect every Salesforce decision to a clear business outcome—so your investment improves performance, enables growth, and earns adoption.”

Growth

Platform decisions tied directly to revenue, so investment tracks where the business is headed.

Operational efficiency

Less manual work and the right things automated — not everything.

Measurable outcomes

Every change tied to a metric you can defend in a board meeting.

Why Convene for Salesforce

A strategic Salesforce partner - not simply an implementation team.

We combine business strategy, Salesforce expertise, and a flexible global delivery model to help you make better decisions, execute with confidence, and sustain value as your organization evolves.

Tailored, not templated

A solution built for how your business actually operates, not a rollout copied from the last client and forced onto yours.

Built for evolving organizations

We design for where your organization is going—not only where it is today—and remain accountable as priorities, programs, and operating models evolve.

Senior expertise, flexible delivery

Our senior-led global delivery model provides the right expertise at the right cost while maintaining quality, continuity, and accountability.

AI grounded in business value

We identify where AI can improve a measurable business outcome—and where it cannot—so investment stays focused on practical value.

Salesforce products we build on

The right Salesforce capabilities for your business.

We select, combine, and extend the Salesforce capabilities that best support your operating model, customer experience, and growth priorities.

Sales Cloud

CRM for pipeline, forecasting, and the revenue operations your commercial team runs on.

Nonprofit Cloud

Fundraising, programs, and constituent management, purpose-built for mission-driven teams.

Education Cloud

The full student and constituent lifecycle for education and workforce programs.

Experience Cloud

Portals and communities for members, students, partners, and donors.

Data Cloud

Unifies data across your systems into one profile your teams and AI can act on.

Agentforce

AI agents that take action on your data, grounded in your rules — not a generic chatbot.

Custom Salesforce Solutions

When your business requires more than standard functionality.

When standard Salesforce capabilities do not fully address the business requirement, we design and build the extensions needed to close the gap—without adding unnecessary complexity.

See it in action

AI in Salesforce, AgentForce and beyond

Apply AI where it can materially improve performance.

The real problem is rarely "we need AI." It’s too many leads, inconsistent qualification, churn that breaks pipeline continuity, and attribution no one trusts. So we tie AI to real commercial friction, not the other way around — six ways, grounded in your data and tied to a number you can defend. Select one to see how it works.

Select a capability to explore it

An extra set of hands

AgentForce

AI agents that qualify leads, draft outreach, and summarize accounts, acting as an extra set of hands for the commercial team. Grounded in your data and your rules, not a generic chatbot.

Lead qualificationOutreach draftingAccount summariesGrounded in your data

How we work with you

A transparent path from strategy to measurable value.

Our approach adapts to your organization’s priorities, maturity, and operating model—while maintaining clear accountability from strategy through optimization.

Discover

We learn your business, your Salesforce org, and where you'd get the most value first — before recommending a single thing.

Design

We map the right Salesforce capabilities to how you actually operate. Every implementation is tailored, not templated.

Deploy

Agile delivery with regular check-ins. You see progress early and we adjust as we go — no surprises at go-live.

Optimize

The partnership doesn't end at launch. We drive adoption, measure outcomes, and grow the return over time.

Case Study

Building a unified student ecosystem on Salesforce.

How Convene brought three workforce programs for YU Workforce Development onto one custom-built Salesforce platform.

3 programs unified6+ integrationsFully custom-built

Read the case study

Engagement models

Flexible engagement models aligned to your priorities.

We recommend the engagement model that best fits your objectives, internal capabilities, timeline, and investment priorities.

Advisory

Strategic guidance, roadmap development, and the architecture decisions that set the direction.

Project-based implementation

Defined scope, fixed-price or T&M, milestone-driven delivery with clear checkpoints.

Staff augmentation

Named resources embedded directly with your team, working the way your team already works.

Platform oversight & optimization

Ongoing operate-and-optimize across releases, keeping the platform healthy as it evolves.

Hybrid delivery

A combination of the above, sized to your engagement and adjusted as scope matures.