What Sercante does

Sercante is a multi-cloud certified Salesforce consulting firm that delivers strategy-first implementation, migration, managed services, and training services across the Salesforce platform. Founded in 2011 and operating as an affiliated entity under Bethesda, Maryland-based Trilliad, LLC, the firm serves mid-market and enterprise B2B organizations — with documented specialization in nonprofits and higher education — and has completed over 1,200 projects since inception. It is recognized as the third largest woman-owned Salesforce implementation partner and holds the first-ever Account Engagement (formerly Pardot) Product Development Outsourcer (PDO) designation.

The company's service portfolio spans Salesforce CRM, Marketing Cloud Account Engagement, Marketing Cloud Engagement, Marketing Cloud Personalization, Data Cloud, Analytics, and the Agentforce AI suite. Core offerings include account audits (Salesforce health checks), custom integrations, AI and Agentforce consulting, managed services, and instructor-led training — both public bootcamps at $2,400 USD per seat and customized private engagements. Named customers span sports (Indianapolis Colts), manufacturing (Fellowes Brands, Scosche, TSI Incorporated), healthcare (Advanta Health, Daybreak), higher education (UMass Lowell), insurance (INSURICA), automotive, and nonprofit (Edelman Fossil Park & Museum, Georgia Symphony Orchestra) segments, with documented outcomes including a 4% graduate enrollment yield increase at UMass Lowell, a unified CRM database at INSURICA, and AI-powered patient support scaling at Daybreak.

Sercante monetizes through a sales-led, consultative GTM motion targeting enterprise and mid-market B2B buyers. Revenue streams include professional services engagements, recurring managed services contracts, and training programs. Customer acquisition is driven by thought leadership — including The Spot for Pardot blog, a recurring webinar series, eBook distribution, and the Dreamforce Growth Lounge event — supplemented by free account audits as entry points and inbound leads through the Salesforce partner ecosystem. The firm competes on multi-cloud certified talent and a strategy-first methodology, positioning itself as an alternative to large consultancies for organizations seeking Salesforce expertise without associated overhead.

Name

Sercante

Legal name

Sercante LLC

Website

https://sercante.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

Sercante is a multi-cloud certified Salesforce consulting firm offering strategy-first implementations, managed services, account audits, and training across CRM, Marketing Cloud, Data Cloud, Analytics, and Agentforce for mid-market and enterprise B2B organizations.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Salesforce Consulting Services: Professional consulting services for Salesforce implementations, migrations, configurations, and custom integrations across Marketing Cloud, CRM, Data Cloud, and Analytics platforms. Engagements follow a strategy-first approach with listen-plan-do methodology.
2. Training Services: Instructor-led training courses including public bootcamps ($2,400 USD per seat) and customized private training sessions. Training covers Salesforce basics for marketers, platform administration, and advanced features across all Salesforce marketing tools.
3. Managed Services: Ongoing managed services that extend client teams with Salesforce expertise, providing day-to-day support, system optimization, and continued strategic guidance without adding permanent headcount to client organizations.
4. Account Audits: Strategic account audits and Salesforce health checks that analyze org configurations and provide actionable roadmaps for optimization, serving as both standalone services and entry points to larger consulting engagements.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Sercante is a multi-cloud certified Salesforce consulting firm that delivers strategy-first consulting, implementations, migrations, account audits, managed services, custom integrations, and instructor-led training across the Salesforce platform. Core offerings span Salesforce CRM, Marketing Cloud (Account Engagement/Pardot, Engagement, Personalization), Data Cloud, Analytics, and Agentforce AI services for B2B mid-market and enterprise clients.

Product overview

Sercante is a multi-cloud certified Salesforce consulting firm offering strategy-first consulting services rather than a traditional product company. Their portfolio spans Salesforce CRM services, Marketing Cloud (including Account Engagement/Pardot, Engagement, and Personalization), Data Cloud, Analytics, Agentforce Services, and specialized consulting for nonprofits and higher education. Services include implementations, migrations, account audits, managed services, custom integrations, AI consulting, and training programs. The company has completed over 1,200 projects and positions itself as an alternative to large consultancies without the associated complexity.

Differentiator

Problem solved

Functional benefit

Brands

• The Spot for Pardot: Sercante's blog resource covering Salesforce Pardot/Marketing Cloud Account Engagement topics, tips, and industry insights.

Products and services

• Salesforce CRM Services Salesforce CRM consulting encompassing process automation, data centralization, data strategy and architecture, reports and dashboards, native and custom integrations, and CRM planning and design to streamline business processes for B2B organizations.
• Marketing Cloud Account Engagement (Pardot) Consulting Consulting services for Marketing Cloud Account Engagement (formerly Pardot), including implementation, migration, training, account audits, managed services, and advanced features such as scoring, grading, Engagement Studio, campaign influence reporting, and Business Units configuration.
• Marketing Cloud Engagement Consulting Consulting for Marketing Cloud Engagement covering multi-channel Journey Orchestration, advanced segmentation, personalization, AMPscript and SQL, and campaign strategy and planning.
• Marketing Cloud Personalization Consulting Consulting services for Marketing Cloud Personalization to interact with audiences where they are, including personalization strategy design, audience and affinity profiles, and recipe and decision configuration.
• Data Cloud Consulting Consulting for Salesforce Data Cloud to advance business operations through unified data, connecting disparate systems and creating a single source of truth across the organization.
• Salesforce Analytics Consulting Salesforce Analytics and CRM Analytics consulting including B2B Marketing Analytics, dashboard building, advanced data manipulation and transformation, and marketing performance optimization.
• Agentforce Services Implementation and optimization of Agentforce AI solutions to automate, personalize, and scale marketing and service operations on the Salesforce platform, including AI agents for customer support, sales, and marketing use cases.
• Salesforce Consulting for Nonprofits & Higher Education Strategic Salesforce consulting for nonprofit organizations and educational institutions, including Nonprofit Success Pack implementation, Nonprofit Cloud, Education Cloud, fundraising, program management, and student recruitment optimization.
• Account Audits Salesforce health check and account audit services that analyze technical and strategic setup, providing roadmaps of strategic initiatives and quick wins. Covers Sales Cloud, Marketing Cloud Account Engagement, Marketing Cloud Engagement, Marketing Cloud Intelligence, Campaign data, and Data Cloud implementations.
• AI Consulting AI strategy and implementation consulting to help organizations operationalize AI, advance marketing and sales, and power modern B2B sustainable growth engines with a focus on practical AI implementations.
• Salesforce Basics for Marketers Bootcamp Six-week instructor-led online training course ($2,400 USD per seat) teaching Salesforce fundamentals for marketers, covering objects, fields, leads, contacts, accounts, opportunities, campaigns, reports, dashboards, and campaign influence. Includes office hours and prepares for Salesforce Associate and Admin certifications.
• Private Salesforce Training Customized private Salesforce training sessions delivered online by certified multi-cloud trainers covering CRM, Marketing Cloud Account Engagement, Marketing Cloud Engagement, CRM Analytics, Marketing Cloud Intelligence, Marketing Cloud Personalization, and topics like Flow Builder, Engagement Studio, and AMPscript.
• Managed Services Ongoing managed services to keep day-to-day operations running smoothly by extending client teams with Salesforce expertise, providing bandwidth for platform management and optimization.
• Custom Integrations Custom integration services connecting data silos and streamlining processes across Salesforce and third-party systems using native integrations and custom-built solutions.

Quantifiable outcome

• Over 1,200 projects completed for clients
• +6 more outcomes

Named customers11 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature5 records

Partnerships

One partnership is on record.

• SalesforcecoreStrategic or Co-development PartnerSercante operates as a certified Salesforce consulting partner specializing in Marketing Cloud, CRM, Data Cloud, and Analytics implementations. As a multi-cloud certified partner, they access Salesforce resources, training, and partner programs to deliver implementation services to clients.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Accenture: Accenture is a global systems integrator with a very large Salesforce practice as part of its broader consulting portfolio. It is a broad incumbent that competes with Sercante on enterprise Salesforce transformations, though Accenture serves a much wider set of technology and consulting needs.
• Deloitte Digital: Deloitte Digital is a global SI with a sizeable Salesforce practice covering Marketing Cloud, CRM, and industry clouds. It is a broad incumbent comparable to Sercante's enterprise strategy-first Salesforce consulting approach but at vastly greater scale.
• Infosys: Infosys is a global IT services firm that acquired Simplus to scale its Salesforce practice and competes broadly with Sercante on enterprise Salesforce transformations. It is a broad incumbent with Salesforce as one of many technology offerings.

Direct peers

• Persistent Systems: Persistent Systems operates a large Salesforce-focused digital engineering practice spanning Salesforce Industries, Marketing Cloud, and Data Cloud. It is a direct peer to Sercante on multi-cloud implementation and managed services for enterprise customers.
• Atrium (Cognizant): Atrium was a Salesforce consulting pure-play acquired by Cognizant, specializing in Salesforce Marketing Cloud and multi-cloud implementations. It is a direct peer to Sercante in marketing automation consulting and Account Engagement expertise.
• Absyz: Absyz is a Salesforce consulting partner offering Sales Cloud, Service Cloud, Marketing Cloud, and Pardot implementations. It is a comparable Salesforce implementation partner competing with Sercante for similar mid-market and enterprise customers.
• Girikon: Girikon is a Salesforce consulting partner offering implementation, integration, and managed services across Sales Cloud, Service Cloud, and Marketing Cloud. It directly competes with Sercante for Salesforce consulting engagements in the mid-market.
• Torrent Consulting: Torrent Consulting is a Salesforce Summit Partner specializing in Marketing Cloud, Account Engagement, and Pardot implementations. It is a direct peer to Sercante in marketing automation consulting for mid-market and enterprise B2B clients.
• Simplus (Infosys): Simplus was a leading Salesforce consulting pure-play acquired by Infosys, focused on Salesforce Quote-to-Cash, configure-price-quote, and multi-cloud implementations. It is comparable to Sercante as a similarly specialized Salesforce implementation partner.
• Slalom: Slalom is a major management and technology consulting firm with one of the largest dedicated Salesforce practices in the ecosystem. It directly competes with Sercante on multi-cloud Salesforce implementations, strategy consulting, and AI/Agentforce services for mid-market and enterprise clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/sercantellc

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sercante