SMBHD

SMBHD is an award-winning Salesforce consulting partner founded in 2010 and headquartered in Chicago. The firm works with small and mid-sized businesses, delivering business-first Salesforce solutions designed to modernize CRM, replace disconnected systems and manual processes, and support efficient scaling. Its stated approach is consultative rather than transactional: engagements are framed around real operational challenges rather than checkbox implementations, with an emphasis on measurable client outcomes.

The technical surface area is broad. SMBHD covers Salesforce platform customization and CRM implementation across Sales Cloud, Service Cloud, Marketing Cloud, Field Service, Experience Cloud and Data Cloud. Beyond core platform work, the practice extends to MuleSoft integrations for connecting legacy and disconnected environments, Tableau analytics, AI-driven capabilities, and custom development. Applied problem domains include field service operations, partner community building, and revenue cycle unification.

The work spans cross-industry SMB clients with particular concentrations in field service, sales and revenue operations, customer service, and partner or community ecosystems. Delivery is described as combining deep platform expertise with relationship-driven engagement, underpinned by a stated belief that technology serves people rather than the reverse.