Perficient is recognized in Forrester’s Salesforce Consulting Services Landscape, Q4 2025, which notes our North America geographic focus and industry focus in Financial Services, Healthcare, and Manufacturing. Forrester asked each provider included in the Landscape to select the top business scenarios for which clients select them and from there determined which are the extended business scenarios that highlight differentiation among the providers. Perficient is shown in the report for having selected Agentforce, Data 360 (Data Cloud), and Industry Clouds as top reasons clients work with us out of those extended business scenarios. Our proven capabilities across Agentforce, Data 360 (Data Cloud), and Industry Clouds help clients achieve measurable outcomes from their Salesforce investments.
We believe this recognition underscores what leading analysts and buyers already know: the next phase of Salesforce is not about bigger projects—it’s about faster proof of value. The partners that win are the ones who shorten time to outcomes, orchestrate across your stack, and help you spend smarter.
How Perficient Turns Insight into Action: Our Outcomes Playbook
Outcome‑first framing becomes practical when the first milestone is small and meaningful. For revenue teams, that might be a lift in qualified pipeline from cleaner data and guided selling. For service teams, it could be faster resolution through better case routing and knowledge. For operations, it may be a reliable view of performance from harmonized data. Each path is sized to prove value quickly, then expanded as results compound.
“In this cycle, leaders want outcomes they can measure, not more complexity. The fastest path is built on proven accelerators, orchestrated workflows, and responsible AI that aligns to business goals.”
— Megan Glasow, Managing Director, Perficient’s Salesforce Practice
The Uncomfortable Truth
Most teams already “have Salesforce,” yet value stalls in the maze of customizations, parallel orgs, and integrations that never quite talk to each other. The market itself has moved from first deployments to modernization and multi-cloud expansion, which is why traditional, effort‑heavy engagements are delivering diminishing returns. Buyers are asking for partners who can deliver outcomes in increments, with industry IP and operating‑model rigor, not just more bodies.
What Changed, Practically Speaking
Two forces converged. First, core implementation work is easier to standardize, which drives commoditization. Second, AI is now embedded across the platform, including agentic capabilities that can act on your data and processes. That combination rewards teams that fix foundations, make workflows interoperable, and apply AI with governance and observability. When those pieces are in place, outcomes compound quickly.
Three Moves to Make this Quarter
1) Pick one outcome, not five
Choose a business metric that executives care about and design a sprint around it. Example outcomes: faster case resolution in Service, higher conversion in Sales, or lower cost to serve in Commerce. Anchor on a single use case, then use accelerators and standard patterns to get live in weeks. This approach mirrors how leading buyers evaluate providers today, with incremental value and industry use cases as selection criteria.
Quick start checklist:
- One KPI that is visible to the business
- A standard pattern or accelerator to reduce custom build time
- A simple adoption plan with role clarity and feedback loops
2) Orchestrate, do not bolt on
Real value shows up when workflows span systems. Map an end‑to‑end process across Salesforce and your adjacent platforms, then eliminate the handoffs that slow customers down. Expect your partner to bring reference architectures and integration patterns that make the process portable and resilient. Forrester’s guidance is explicit on this point: buyers want orchestrated workflows across tech stacks for true transformation.
3) Make ROI Repeatable
Set a cadence for license alignment, customization reduction, and tech debt cleanup. Consolidate orgs where the business case is clear. Replace custom objects with native capabilities when possible. Tie every change to operating cost, agility, or customer outcomes.
How to Choose a Partner without a 50‑page RFP
Ask three questions that cut through the noise:
- Can you show the intersection of your skills for my use case?
- What will you deliver first, and how will we measure it?
- What guardrails will be in place on day one?
Perficient’s POV: The Bottom Line
We show the intersection of our skills for your exact use case, deliver a working release tied to a single KPI in the initial increment, and put governance and auditability in place from day one. The result is measurable value, clarity on what to scale next, and confidence that outcomes will keep improving with each iteration.
If your 2026 goals include faster time to value, better orchestration, and disciplined ROI, book a modernization strategy session with our team. We will assess your current org, identify quick wins, and design an incremental plan aligned to your outcomes. Then move from strategy to proof in Outcome Over Effort, Part 2: Build, Govern, Measure, where we walk through a simple operating model to get one agent live, protect accuracy and access, and show measurable lift you can expand.
Next month’s webinar features insights from guest speakers, Forrester’s Kate Leggett and Salesforce’s Kaylin Voss, on outcomes, orchestration, and responsible AI. Bookmark this page and check back next month for details.
Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. For more information, read about Forrester’s objectivity here .
