Tokara fields top-tier Salesforce resources, as well as a select set of hybrid Pivotal/Salesforce engineers, developers, and consultants, whose expertise allows them to operate fluidly and effectively in and around all flavors of CRM, handling the full suite of Salesforce applications as well as Pivotal-to-Salesforce transitions.
Tokara Offers Unmatched
Salesforce Resources

Explore Your CRM Software Choices!
Know Where to Start.
CRM Evaluations
While most clients know precisely the outcomes their business needs to achieve, most are also less certain about the current state of their technology (functioning with their people and processes), or how to compare and evaluate potentially competing solutions with regard to ‘best fit’ for achieving the business results they’re looking for. That’s where we come in.
Think Big Picture.
CRM Strategy & Planning
We know the best outcomes are achieved when clients are able to integrate and optimize the mix of people, processes, and technologies they’ve invested in to reach their unique business goals. That’s why the Tokara team works hand-in-hand with clients to define strategy that aligns their existing and new assets and priorities with the results they need to achieve.
Act as Trusted Advisor.
CRM Consulting
At the center of every engagement is consulting. And because we partner with the leading ‘people-centric’ software companies (SugarCRM, Salesforce, Marketo, etc.), we are able to truly act as trusted advisors and honest brokers to our clients—designing the best solution using the best technologies for their unique requirements and use cases.
Have a Bias for Action.
CRM Implementations
Implementation transforms strategy into business value. So whether our clients want to migrate from legacy software, implement a new technology from the ground up, or even buy themselves some time by bridging the gap between the old and new, our technical depth means the solution we implement will maximize their return on technology investment.
Make It Personal.
CRM Customizations
We always start by ensuring clients can access all the standard functionality a technology offers, but when unique business requirements demand a bit of code tweaking to perfect the alignment between the client’s needs and what the technology delivers, our developers are available for any needed customizations.
Deliver Reinforcements.
CRM Staffing
At the end of the day, customer enablement is why we’re here—and we know what the client needs is rarely ‘one size fits all.’ So whether they’d like us to transfer knowledge through on-site training of an individual or a team, or simply to put one or more of our own team members with specialized skills in place for a period of time, we’re ready to make it happen.
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Before Tokara Solutions, we worked with two consultant organizations to implement a CRM that fit our needs. Unfortunately, neither had the same expertise, dedication, or drive as Tokara Solutions.
Scott Mccammon
Manager of System Development and Implementation
Tokara Homebuilder CRM is a flexible, complete CRM solution allowing us to track the full customer lifecycle all in one app instead of supporting 4 or 5 separate systems!
Ron Frissora
CIO
Tokara Solutions provides us with critical technical and developmental support for our Pivotal implementation at Phoenix Contact. John Hodgson and Steve Benson have been trusted partners since our initial go-live and continue to provide effective and appropriate solutions for our evolving CRM needs.
Bob Tarman
Business Systems Manager
We have used services from Tokara Solutions for years … Which has worked out extremely well to help keep costs down and still maintain a very high level of quality.
Debbie Price
Manager of CRM Applications
Tokara continually offered US CrewChange support to ensure that thissolution was customized to efficientlytrack the projectt needs of current andfuture clients.
Lora Simmons
Director of Business Development
Tokara Solutions has been a pleasure to work with. They are professional, transparent and go over and beyond to be accommodating and attentive to client needs. Tokara Solutions are an A+ example of great client service!
Kelley Barnhardt
V.P. Private Banking Technology
What Verity Credit Union appreciates most about working with Tokara is not having to reinvent the wheel or invest in staff time to recreate solutions that Tokara has already crafted and implemented across their customer base. This allows us to dream big!
Brittney Fraser
Project Manager

We’ve had the pleasure of working with Ryan Schieman for many years on key CRM initiatives at BlueShore Financial, most recently in his role as Senior Pivotal Architect at Tokara Solutions. His expertise and trusted relationships with our developers and IT management have made him a valued extension of our team!
James Randall
IT Director

Tokara Solutions has been PCCA’s Pivotal CRM consultant, trusted partner and advisor since 2012. Their understanding of Pivotal and our business allows them to map the technology to our constantly evolving business requirements, helping us maximize our investment in Pivotal.