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Vlocity / OmniStudio Consultant
Find a Salesforce Vlocity and OmniStudio Consultant Who Delivers Industry Cloud Solutions
A skilled Salesforce Vlocity and OmniStudio Consultant configures OmniScripts, FlexCards, DataRaptors, and Industry Cloud solutions for telecom, insurance, energy, and media organizations. We place consultants with real OmniStudio delivery experience across the full toolset — not just declarative familiarity.
- OmniScripts, FlexCards, and DataRaptor builds for guided processes
- Vlocity CPQ, Industry Cloud, and OmniStudio debugging and optimization
- We screen for practical depth, not just certifications
- Contract, contract-to-hire, or full-time — your choice
- US and Canada talent. Shortlist in 5–10 business days.
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About CRM Force
Boutique means something different when the person who built the company has done the work.
Saad Ahmed spent 20 years as a CRM consultant, solution architect, and implementation lead — building marketing automation and CRM systems for clients from start-ups to publicly traded enterprises. He founded CRM Force to bring practitioner-led vetting to a space dominated by generalist agencies.
Every candidate goes through a two-step internal qualification process — reviewed by two separate evaluators before they reach you. We confirm experience, certifications, technical depth, and fit. You receive a shortlist, not a resume dump.
CRM consultants, architects, developers, and admins. Marketing automation specialists. RevOps leaders, business analysts, and project managers. If it touches the CRM or marketing technology stack, we place it. Contract, contract-to-hire, and direct hire — across all seniority levels.
We Recruit for You
Three reasons companies choose us over a traditional recruiter — and what makes the difference in practice.
Vetted by Someone Who Has Done the Work
Saad Ahmed, founder of CRM Force, spent 20 years as a CRM Consultant and Solution Architect — building HubSpot implementations, designing data models, and running client engagements himself. When he reviews a candidate for your role, he is not reading a job description. He is evaluating whether someone can do work he has done himself. That distinction matters.
No Resume Dumps. A Shortlist You Can Act On.
You receive 3 to 5 pre-vetted candidates, each with our written assessment — why we believe they fit your role, where they are strong, and what to probe in the interview. Our internal process puts every candidate through two separate evaluation stages before they reach you. You only meet people who have cleared the bar.
Three Engagement Models. One Standard.
Contract for short and long-term engagements. Contract-to-hire when you want to try before you commit. Direct placement for permanent roles. Every model includes the same sourcing, multi-stage screening, skills assessment, and reference validation. The delivery vehicle changes — the standard does not.
Our Recruitment Process
Four steps from brief to shortlist — no surprises, no padding, no wasted interviews.
We Learn Your Requirements
A focused role briefing call — not a generic intake form. We ask about portal size, Hub configuration, seniority level, technical depth required, team structure, and what a genuinely great candidate looks like for your specific situation. The brief matters more than most clients expect.
We Search Our Network
We work our pre-built database of CRM and HubSpot professionals alongside targeted outreach to passive candidates who are not actively applying. The majority of the people we present are not on job boards — they are available to the right opportunity, if the right person asks.
You Receive a Shortlist
Typically 3 to 5 pre-vetted candidates, each with our written assessment — not just a resume. We tell you why we believe each person is right for your specific role, where they are strong, and what you should probe in the interview. You decide who moves forward.
We Support You to Offer
We coordinate interviews, facilitate debriefs, provide market-rate compensation benchmarks, and support you through the offer stage. The search does not end when we send the shortlist — it ends when you have the right person in the role.
Need a Vlocity / OmniStudio Consultant Fast?
We place CRM and Marketing Automation professionals across the US and Canada.
Industries We Serve
OmniStudio consultants serve telecom, insurance, energy, and media organizations. We place consultants with experience in: We work with organizations of all sizes — from growth-stage startups to publicly traded enterprises — across all major industries.
Not sure what you need? We can help you define the role.
One conversation is usually enough. No commitment required.
When You Need a Salesforce Vlocity / OmniStudio Consultant
A few things we hear from clients before they reach out.
- You are deploying a Salesforce Industry Cloud for telecom, insurance, energy, or media and need OmniStudio expertise
- Your Vlocity CPQ or product catalog needs restructuring, cleanup, or new offer configuration
- You need OmniScripts built for guided customer-facing or agent-facing processes — enrollment, quoting, case creation
- Your FlexCards are not surfacing the right contextual data and need redesign or optimization
- You have performance issues with existing OmniStudio processes and need a consultant to debug and optimize
How We Vet Salesforce Vlocity / OmniStudio Consultants
OmniStudio is a specialized Salesforce domain requiring deep knowledge of its declarative tools and industry-specific product catalogs. We assess:
Red Flags to Watch For
- No hands-on OmniStudio delivery — only Salesforce admin or developer experience without Industry Cloud exposure
- Cannot build DataRaptor transforms or integration procedures — relies on developers for all data handling
- No industry domain knowledge relevant to the sector — a telecom OmniStudio project requires telecom process understanding
- No OmniStudio debugging experience — cannot diagnose performance issues in complex OmniScript flows
Whatever your sector, we know CRM talent.
Tell us about the role and we will get back to you within one business day.
What a Salesforce Vlocity / OmniStudio Consultant Focuses On
From OmniScripts to Vlocity CPQ, here is where OmniStudio consultants spend their time:
OmniScripts & Guided Processes
Design and build OmniScripts for multi-step guided workflows — order intake, enrollment, case creation, and self-service processes.
FlexCards & Contextual UI
Build FlexCards that surface contextual data, actions, and status views directly within Salesforce record pages and portals.
DataRaptors & Integration Procedures
Configure DataRaptor transforms and integration procedures to extract, map, and load data within OmniStudio workflows.
Vlocity CPQ & Product Catalog
Manage Vlocity Product Catalog, offer hierarchies, pricing rules, and CPQ workflows for complex telecom and insurance products.
Industry Cloud Configuration
Deploy and configure Salesforce Industry Clouds for telecom, insurance, energy, and media with OmniStudio as the UI layer.
OmniStudio Debugging & Optimization
Profile, debug, and optimize complex OmniStudio processes to reduce latency and improve reliability at scale.
OmniStudio Across Regulated Industries
OmniStudio consultants deliver across telecom, insurance, energy, and media organizations.
Telecommunications Providers
Telecom companies using Vlocity/OmniStudio for product catalog management, order capture, and customer service.
- Telecom product catalog and offer management
- Order orchestration and provisioning workflows
- Self-service and agent-assisted guided scripts
- Contract and amendment OmniScripts
Insurance Carriers
P&C and life insurance companies using OmniStudio for policy quoting, enrollment, and claims guided workflows.
- Insurance CPQ and quoting processes
- Policy enrollment and amendment OmniScripts
- Claims intake and guided investigation flows
- Underwriting decision integration
Energy & Utilities
Energy retailers and utilities using Vlocity Energy & Utilities Cloud for enrollment, billing, and service management.
- Customer enrollment and onboarding scripts
- Meter and service management workflows
- Product and tariff catalog management
- Billing dispute and service request flows
Media & Entertainment
Media companies using Salesforce Media Cloud and OmniStudio for subscriber management and advertising sales.
- Subscriber lifecycle management
- Advertising deal management and CPQ
- Content and rights management workflows
- Revenue recognition and billing integration
Frequently Asked Questions
- What is the difference between Vlocity and OmniStudio?
- Vlocity was an independent company that built industry-specific cloud products on Salesforce. Salesforce acquired Vlocity in 2020 and rebranded its core toolset as OmniStudio — the declarative framework of OmniScripts, FlexCards, DataRaptors, and Integration Procedures. Industry Cloud now refers to the full portfolio of vertical products built on this foundation.
- Which industries use Salesforce OmniStudio?
- OmniStudio is used primarily in telecommunications, insurance, energy and utilities, media and entertainment, public sector, and financial services. These industries have complex, multi-step guided processes — enrollment, quoting, claims, order management — that OmniStudio's declarative toolset is purpose-built to configure.
- Do OmniStudio consultants need industry domain knowledge?
- Yes — OmniStudio implementations are deeply tied to industry-specific processes. A telecom OmniStudio project requires understanding of order management and provisioning; an insurance project requires knowledge of underwriting and claims. We filter for both OmniStudio technical skills and relevant industry domain experience.
- How long does an OmniStudio implementation take?
- A foundational OmniStudio implementation — including several OmniScripts, FlexCards, and DataRaptors — typically runs 8 to 16 weeks. Full Industry Cloud implementations with Vlocity CPQ, complex product catalogs, and system integrations can run 6 to 12 months depending on scope.
Tell Us What You’re Looking For
Share the role, your timeline, and any must-haves. No commitment required.