Our Services

We bring to the table expertise and firepower to achieve strategic initiatives by enhancing functionalities and maximizing your investment in Salesforce.

We design new implementations and existing solutions that reimagine your Salesforce strategy and create a framework that evolves with your growing business.

We complete your CRM implementation with exceptional user-training and support, and creative services that deliver a branded experience to your team and customers.

Salesforce Implementations Salesforce Support Creative Services

Sales Cloud / Service Cloud
Successful Client Relationship Management involves many different areas of your company, starting with sales and extending to other customer-facing areas like marketing and customer service. We have experience leveraging Salesforce best practices and tailoring the experience to your team and business processes.

Community Cloud
With Salesforce Community Cloud, we are able to extend the robust functionality to your Partners, Vendors and Customers. This fully integrated solution allows for close collaboration and a unique experience that provides the highest level of satisfaction to your user base. Beware – everyone is going to be talking about you, in a good way!

Support
Our support is an ongoing relationship. Your business is constantly changing and the technology solutions available are always evolving. We keep the dialog open to make sure the solution you invested in is still meeting your needs and that your team is leveraging new Salesforce features. We are always here to support you and look forward to your phone call.

Systems Integration/Migration
The CRM Firm specializes in integrating and migrating even the most difficult data. We have experience integrating with many ERP systems and have migrated data out of most CRM systems. Leverage our proven track record to provide an end-to-end solution for you and your teams. Depending on your unique requirements we may use SQL Server Integration services (SSIS), APIs, or other solutions available on the AppExchange.

Adoption & Training
We work throughout the process to tailor the Salesforce experience to your organization. We will work to train your staff either in-person or online on the best practices and craft training materials based on YOUR users and their unique needs. Not everyone learns the same and we understand that. We have a proven track record in user adoption and look forward to turning your staff into Salesforce superstars.

The CRM Firm has been a valuable resource in enhancing our Salesforce implementation. They solved a number of business process issues through creative solutions. Overall they are talented, always willing to consult and deliver in a timely manner.

Daniel Burk, CU Service Network