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IT Service Company

Access Global Group

Salesforce consulting partner offering implementation, integration, managed services and AppExchange apps for financial firms

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About Access Global Group

Access Global Group is a Salesforce Summit consulting partner that sets up, improves and supports Salesforce for its clients. Alongside consulting it publishes its own Salesforce apps on the AppExchange, and its industry work centres on financial services.

What Access Global Group offers

  • Salesforce implementation: setting up new Salesforce organisations.
  • Optimisation: improving existing Salesforce setups.
  • Integration: connecting Salesforce with other systems.
  • Support and managed services: ongoing administration and help after launch.
  • Access QuickBooks: an app that links Salesforce and QuickBooks and automates data handling between them.
  • Access Commissions: an app for handling commissions inside Salesforce.

Clients

Its industry focus covers banking, insurance, mortgage and lending, and wealth management.

Key facts

  • Partnership: Salesforce Summit consulting partner
  • Product expertise: Sales Cloud, Marketing Cloud, Experience Cloud, Field Service, CPQ and billing, Revenue Cloud, Pardot, Mulesoft, Einstein and CRM Analytics with Tableau
  • Apps: listed on the Salesforce AppExchange with reviews on G2

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-07. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Certifications and partner status
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