Our Services

We provide your organization with the expertise and firepower to achieve strategic initiatives by enhancing capabilities that maximize your CRM investment.

Our offerings for new implementations and existing implementations reimagine your CRM strategy and creates a foundation for innovation as needs and goals evolve.

Our unique creative services and exceptional support guarantee your CRM will grow sustainably throughout your CRM lifecycle.

Salesforce Implementations Salesforce Support Creative Services

Sales Cloud / Service Cloud
Successful CRM 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 the 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 all of the great new features from Salesforce. We are always here to support you and look forward to your phone call.

Systems Integration/Migration
The CRM Firm specializes in integrating/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 making your staff 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