Blue Engine Salesforce Consultants
visit site- $5,000+
- 10 - 49 employees
- Washington, WA
Client Insights
Industry Expertise
20%
20%
15%
15%
15%
15%
Client Size Distribution
Small Business (<$10M) 50%
Midmarket ($10M - $1B) 50%
Common Project Size
$10K-$49K 1 project
Clients
- University of Pennsylvania
- Topgolf
- Walgreens
- University of Maryland
Highlights from Recent Projects
Blue Engine Salesforce Consultants completed a sophisticated project for MacTax CPA, an accounting firm offering a variety of services including tax filing, bookkeeping, and consultancy. To address MacTax's need of integrating Salesforce with their existing systems (like QuickBooks, Google Drive, and Gmail) for better accountability, Blue Engine devised a lead-to-customer process. This process includes custom integrations, such as a tool for tracking unread emails, QuickBooks integration to Salesforce for invoicing, and a feature allowing clients to upload files directly to their profiles.
Aside from these, Blue Engine Salesforce Consultants also provided ongoing support and customization services for MacTax. The skilled team was discovered through an online search, chosen for their high ratings, fair pricing, company culture, & values which resonated with MacTax. MacTax allocated a budget ranging from $10,000 to $49,999 for this project, resulting in a successful partnership that began in April 2026.
Feedback from MacTax indicates a highly satisfactory engagement with Blue Engine Salesforce Consultants. The integrations developed, along with the set-up and customization, have significantly improved the accountability within MacTax's processes. Furthermore, the established lead-to-customer process has streamlined tasks and contributed to the firm's operational efficiency. The ongoing support provided by Blue Engine also underscores their commitment to the project, bolstering MacTax's confidence in this long-term partnership.