Proficient is recognized in Forrester Salesforce Consulting Services Outlook, Q4 2025which highlights our geographic focus on North America and our industry focus on financial services, healthcare and manufacturing. Forrester asked each vendor included in the landscape to select the top business scenarios for which customers select them and from there determined which extended business scenarios highlight differentiation among vendors. Perficient is shown in the report as having selected Agentforce, Data 360 (Data Cloud), and Industry Clouds as the top reasons clients work with us in those extended business scenarios. Our proven capabilities in Agentforce, Data 360 (Data Cloud), and Industry Clouds help clients achieve measurable results from their Salesforce investments.
We believe this recognition underscores what leading analysts and buyers already know: Salesforce’s next phase is not about bigger projects, but about faster proof of value. The partners who win are the ones who shorten your time to results, organize your stack, and help you spend smarter.
How Perficient turns knowledge into action: our results manual
Result-first framing becomes practical when the first milestone is small and meaningful. For revenue teams, this could mean an increase in qualified pipeline thanks to cleaner data and guided sales. For service teams, it could be faster resolution through better case awareness and routing. For operations, it can be a reliable view of performance from harmonized data. Each route is sized to demonstrate its value quickly and then expands as results are combined.
“In this cycle, leaders want results they can measure, not more complexity. The fastest path relies on proven accelerators, orchestrated workflows, and responsible AI that aligns with business objectives.”
— Megan Glasow, Managing Director of Perficient’s Salesforce Practice
The uncomfortable truth
Most teams already “have Salesforce,” but the value stagnates in the labyrinth of customizations, parallel organizations, and integrations that never communicate with each other. The market itself has moved from early deployments to multi-cloud modernization and expansion, which is why traditional, effort-intensive commitments are generating diminishing returns. Buyers are asking for partners who can deliver results in increments, with industry intellectual property and operating model rigor, not just more agencies.
What changed, practically speaking
Two forces converged. First, core implementation work is easier to standardize, which drives commoditization. Second, AI is now integrated throughout the platform, including agency capabilities that can act on your data and processes. That combination rewards teams that set the foundation, make workflows interoperable, and apply AI with governance and observability. When those pieces are in place, the results compound quickly.
Three steps to follow in this quarter
1) Choose one result, not five
Choose a business metric that executives care about and design a sprint around it. Example results: faster case resolution in Service, higher conversion in Sales, or lower cost of service in Commerce. Focus on a unique use case and then use standard accelerators and patterns to get up and running in weeks. This approach reflects how leading buyers evaluate suppliers today, with incremental value and industry use cases as selection criteria.
Quick Start Checklist:
- A visible KPI for the company
- A standard pattern or accelerator to reduce custom build time
- A simple adoption plan with role clarity and feedback loops
2) Orchestrate, not screw
The real value comes when workflows span systems. Map an end-to-end process across Salesforce and its adjacent platforms, then eliminate handoffs that slow down customers. Expect your partner to provide 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 technology stacks for true transformation.
3) Make ROI repeatable
Set a pace for license alignment, reducing customization, and clearing tech debt. Consolidate organizations where the business case is clear. Replace custom objects with native capabilities when possible. Link each change to operational cost, agility, or customer outcomes.
How to Choose a Partner Without a 50-Page Request for Proposal
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 safety barriers will be implemented on the first day?
Perficient’s point of view: the bottom line
We showcase the intersection of our skills for your exact use case, deliver a working version tied to a single KPI in the initial increment, and implement governance and auditability from day one. The result is measurable value, clarity about what to scale next, and confidence that results will continue to improve 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 evaluate your current organization, identify quick wins, and design an incremental plan aligned with your results. Then move from strategy to testing in Outcome on Effort, Part 2: Build, Govern, Measure, where we look at a simple operating model to get an agent up and running, protect accuracy and access, and show measurable momentum that you can expand.
Next month’s webinar features insights from guest speakers Kate Leggett of Forrester and Kaylin Voss of Salesforce on outcomes, orchestration, and responsible AI. Bookmark this page and check back next month for more details.
Forrester does not endorse any company, product, brand or service included in its research publications and does not recommend anyone select the products or services of any company or brand based on the ratings included in such publications. The information is based on the best available resources. Opinions reflect current judgment and are subject to change. To learn more, read about Forrester’s objectivity. here .
