Coalescence Cloud Consulting
Coalescence Cloud Consulting is a Lewisville, Texas-based Salesforce and Certinia implementation partner delivering CRM deployment, managed services, and Agentforce AI integration for enterprise and mid-market clients across the Americas.
- Company typePrivate
- Founded2020
- HeadquartersLewisville, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Coalescence Cloud Consulting does
Coalescence Cloud Consulting is a Lewisville, Texas-based Salesforce and Certinia implementation partner founded in 2020, operating with 11 to 50 employees to serve enterprise and mid-market clients across North and South America. The firm delivers end-to-end Salesforce CRM implementation (Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, Tableau, and MuleSoft), Certinia PSA and ERP deployments, and a managed services practice offering 24/7 platform administration, updates, and road mapping. Its integration layer spans Conga, Avalara, Formstack, Flosum, Snowflake, Google Cloud, DocuSign, and Blackthorn, enabling complex multi-tool deployments centered on the Salesforce platform.
The company's technology positioning is built on the Salesforce ecosystem rather than proprietary IP, with implementation expertise spanning AI-driven automation through Salesforce Agentforce (announced January 2025) and Einstein AI for autonomous customer support, business development, and process automation use cases. Core technical differentiators cited include domain specialization in Agentforce deployment, deep integration and interoperability across the ecosystem, and customizable billing automation systems combining Salesforce, Certinia, and Conga. The firm is led by founder and CEO Paul Wnek, who serves as Principal Solutions Architect.
Revenue is generated through two primary streams: project-based professional services for implementation engagements priced on scope and contracted over multi-year terms, and usage-based managed services with a 10-hour monthly minimum commitment. Go-to-market relies on enterprise direct sales via Calendly-scheduled consultation calls, AppExchange marketplace visibility, and inbound from official Salesforce and Certinia partner channels. The firm maintains a vertical-segmented target market spanning high-tech, energy, manufacturing, education, financial services, eCommerce/retail, and professional services.
Coalescence Cloud Consulting firmographics
Firmographics- Name
- Coalescence Cloud Consulting
- Legal name
- Coalescence Cloud Consulting
- Website
- https://coalescence.us
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Coalescence Cloud Consulting is a Lewisville, Texas-based Salesforce and Certinia implementation partner delivering CRM deployment, managed services, and Agentforce AI integration for enterprise and mid-market clients across the Americas.
- Ownership category
- akta.pro rank
Coalescence Cloud Consulting industry classification
Industry- Product category
- Salesforce & Certinia Implementation Consulting
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Cloud Application Modernization & Refactoring (BPAEACAC)
- akta.pro secondary industries
- Cloud Automation & IaC (Terraform, CI/CD, Policy-as-Code) (BPAEACAL), Integration, API & Middleware Consulting (BPAHAEAJ), Cloud & Infrastructure Support (Servers, Storage, Virtualization) (BPAAACAE)
Keywords
Where Coalescence Cloud Consulting is headquartered
LocationHeadquarters
- HQ city
- Lewisville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Coalescence Cloud Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Salesforce Implementation Services: End-to-end Salesforce CRM implementation including configuration, customization, data migration, training, and deployment for enterprise clients seeking digital transformation.
- Salesforce Managed Services: Ongoing platform management, support, and optimization services for Salesforce orgs including 24/7 support, system administration, updates, and security management.
- Certinia Managed Services: Continuous management and maintenance of Certinia PSA and ERP systems with plans starting at 10 hours per month, including support, updates, future road mapping, and system administration.
- Integration Services: Implementation and integration services for MuleSoft, Conga, Avalara, Formstack, Flosum, and other ecosystem tools to create unified business operations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Usage-based | Monthly | Managed Services plans with 10 hours per month minimum commitment |
| Other | Multi-year contract | Custom implementation and consulting engagements |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels6 records
Coalescence Cloud Consulting product offering
Product offeringCore offering
Coalescence Cloud Consulting is an official Salesforce Consulting Partner and Certinia implementation partner that provides end-to-end implementation, enhancements, custom integration, automation, data migration, and managed services for the Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Tableau, MuleSoft, Einstein AI) and Certinia PSA/ERP. The firm also delivers add-on implementation services for ecosystem tools (MuleSoft, Conga, Flosum, Avalara, Formstack, Blackthorn, Snowflake, DocuSign, Google Cloud) and recently expanded into Agentforce AI implementation services for enterprise clients.
Product overview
Coalescence Cloud Consulting is a Salesforce and Certinia implementation partner offering a platform-based services portfolio. The core offering centers on Salesforce CRM implementation (Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Tableau, Commerce, Platform) and Certinia PSA/ERP solutions, supported by managed services with 24/7 coverage. The portfolio extends through integrated add-on modules including MuleSoft for API/integration management, Conga for document/contract lifecycle, Flosum for Salesforce DevOps, Avalara for tax compliance, Formstack for forms and documents, Blackthorn for payments, and DocuSign for e-signatures. The company has recently expanded into Agentforce AI implementation services for autonomous agent deployment. The service architecture is structured as consulting-led implementation with ongoing managed services, all built on the Salesforce ecosystem with supporting best-of-breed tools.
Differentiator
Problem solved
Functional benefit
Products and services
- Salesforce Implementation Services End-to-end Salesforce CRM implementation including configuration, customization, data migration, training, and deployment across Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, Tableau, Platform, and MuleSoft. Delivered to enterprise and mid-market clients seeking digital transformation as an official Salesforce Consulting Partner.
- Salesforce Managed Services Ongoing platform management, support, and optimization for Salesforce orgs including 24/7 support, system administration, updates, security management, and future road mapping. Covers Customer 360, Einstein AI, Data Cloud, Tableau, MuleSoft, and all Salesforce clouds.
- Certinia Managed Services Continuous management and maintenance of Certinia PSA and ERP systems including support, updates, future road mapping, and system administration. Plans start at 10 hours per month with scalable usage-based spending.
- Certinia Implementation Implementation services for Certinia (formerly FinancialForce) PSA and ERP cloud solutions that accelerate business growth with customer-centric ERP, Professional Services Automation, and Customer Success solutions on the Salesforce Platform.
- MuleSoft Services MuleSoft integration services including API Management, integration building, and process automation for connecting SaaS and enterprise applications to deliver connected customer experiences.
- Conga Services Conga document generation and contract management services for revenue management lifecycle alignment of processes, teams, and technology under a unified data model.
- Flosum Services Flosum Salesforce DevOps services including DevOps management, Data Migration, Backup/Restore/Archive, and Security Solutions for secure development operations on Salesforce.
- Avalara Services Avalara tax compliance automation including AvaTax for sales/use tax calculation, Avalara Returns for tax filing, and CertCapture for certificate management.
- Formstack Services Formstack online form and document automation including Forms, Documents, Sign (e-signature), and Formstack for Salesforce integration for data collection and document workflows.
- Blackthorn Services Blackthorn Salesforce-native payment processing and event management apps integration services for Salesforce customers.
- Agentforce Implementation Implementation services for the Salesforce Agentforce AI platform enabling AI agents for customer support, business development, sales automation, claims processing, marketing campaigns, and operational efficiency improvements.
Quantifiable outcome
- Reduced manual work and human error through automation
- +10 more outcomes
Companies that use Coalescence Cloud Consulting
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles3 records
Coalescence Cloud Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability4 records
Feature4 records
Coalescence Cloud Consulting partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and strategic.
- SalesforcecoreOfficial Salesforce Implementation Partner specializing in Agentforce AI, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, Tableau, and Einstein AI implementations. The partnership enables Coalescence to deliver end-to-end Salesforce digital transformation services.
- CertiniacoreImplementation partner for Certinia PSA (Professional Services Automation) and ERP solutions. Coalescence provides managed services and implementation for Certinia's customer-centric ERP and PSA platform built on Salesforce.
- CongacoreTechnology partner for document generation, contract management, and revenue lifecycle solutions. Used in billing transformation projects alongside Salesforce and Certinia.
- MuleSoftstrategicIntegration partner providing API management and integration services for connecting SaaS and enterprise applications. Enables end-to-end automation across customer systems.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Coalescence Cloud Consulting competitors and assessment
Company assessmentDirect peers
- Simplus (Infosys): Pure-play Salesforce consulting firm (now part of Infosys) offering implementation, managed services, and Quote-to-Cash across the full Salesforce stack. Closely comparable to Coalescence's Salesforce + Certinia + MuleSoft + Conga delivery model, though materially larger and now operating inside a global IT services parent.
- Persistent Systems: Global digital engineering firm with a dedicated Salesforce practice covering Sales/Service/Marketing Cloud, Tableau, MuleSoft, and increasingly Agentforce. Competes head-to-head with Coalescence for mid-market Salesforce implementation deals and has overlapping Certinia/PSA delivery capabilities.
- Girikon: Salesforce Platinum Consulting Partner specializing in Sales Cloud, Service Cloud, Marketing Cloud, Pardot, and integrations. Closely comparable to Coalescence in focus, headcount band, and the use of AppExchange/partner-led GTM.
- Damco Solutions: Salesforce implementation and consulting partner offering CRM, AppExchange, and managed services across multiple industries. Similar firmographic profile to Coalescence and competes for the same mid-market Salesforce implementation opportunities.
- Absyz: Salesforce Silver Consulting Partner providing implementation, customization, integration (MuleSoft, Boomi), and managed services for SMB and mid-market clients. Head-to-head competitor for Coalescence's enterprise and high-tech vertical work.
- Cynoteck Technology Solutions: Salesforce Crest (Gold) partner offering consulting, implementation, and managed services for Sales Cloud, Service Cloud, Marketing Cloud, and analytics. Comparable in scope and headcount band, with similar enterprise and high-tech customer focus.
Broad incumbents
- Slalom: Large US-focused management and technology consultancy with one of the most prominent Salesforce delivery practices (Slalom Build) and AI deployment capabilities. Operates with overlapping go-to-market on enterprise Salesforce, Data Cloud, and now Agentforce work, but at materially greater scale and geographic reach than Coalescence.
- Deloitte Digital: Global SI's digital arm with a top-tier Salesforce practice spanning CRM, MuleSoft, Tableau, and industry-specific AI implementations. Overlaps with Coalescence on Salesforce ecosystem work but competes predominantly for enterprise buyers with multi-workstream digital transformation mandates.
- Accenture: World's largest IT services firm and one of Salesforce's largest global systems integrators, delivering end-to-end Salesforce, MuleSoft, and Agentforce implementations. Direct overlap with Coalescence on Salesforce delivery, though Accenture's scale, offshore leverage, and breadth of services cover most enterprise RFPs Coalescence could chase.
- Concentrix: Large customer experience and digital services firm with a Salesforce practice (post-Convergys acquisition) covering implementation, managed services, and Customer 360 deployments. Competes with Coalescence on enterprise CRM rollouts but at much greater scale and with broader CX/outsourcing capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Coalescence Cloud Consulting social profiles
Digital presenceCoalescence Cloud Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Coalescence Cloud Consulting leadership team
Management profileNumber of profiles
Profiles1 record
Coalescence Cloud Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Coalescence Cloud Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Coalescence Cloud Consulting
What does Coalescence Cloud Consulting do?
Coalescence Cloud Consulting is an official Salesforce Consulting Partner and Certinia implementation partner that provides end-to-end implementation, enhancements, custom integration, automation, data migration, and managed services for the Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Tableau, MuleSoft, Einstein AI) and Certinia PSA/ERP. The firm also delivers add-on implementation services for ecosystem tools (MuleSoft, Conga, Flosum, Avalara, Formstack, Blackthorn, Snowflake, DocuSign, Google Cloud) and recently expanded into Agentforce AI implementation services for enterprise clients.
Is Coalescence Cloud Consulting a public or private company?
Coalescence Cloud Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Coalescence Cloud Consulting founded?
Coalescence Cloud Consulting was founded in 2020. It employs 11 to 50 people.
Where is Coalescence Cloud Consulting based?
Coalescence Cloud Consulting is headquartered in Lewisville, United States, in the North America region.
How does Coalescence Cloud Consulting make money?
Four revenue lines are on record. Salesforce Implementation Services are the primary driver. The others are salesforce Managed Services, certinia Managed Services and integration Services.
Who are Coalescence Cloud Consulting's main competitors?
Direct peers on record are Simplus (Infosys), Persistent Systems, Girikon, Damco Solutions, Absyz and Cynoteck Technology Solutions. Broad incumbents are Slalom, Deloitte Digital, Accenture and Concentrix.
Does Coalescence Cloud Consulting have an API?
No public API is recorded for Coalescence Cloud Consulting.
What industry is Coalescence Cloud Consulting in?
Coalescence Cloud Consulting's product category is Salesforce & Certinia Implementation Consulting. Its primary akta.pro industry code is BPAEACAC, Cloud Application Modernization & Refactoring, with a secondary code of BPAEACAL, Cloud Automation & IaC (Terraform, CI/CD, Policy-as-Code). Its NAICS code is 541511 and its SIC code is 7370.