Discovery & Business Process Review
A Salesforce Certified Consultant will meet with you to review and understand your current configuration and its pitfalls. We’ll work with you and your team to understand your needs and propose a solution to meet them on your schedule and timeline.
Development & Configuration
Based on the findings of your discovery, we’ll set up and configure your Salesforce® solution. This includes security configuration and user setup, as well as implementing custom fields, views, reports, templates & page layouts.
End User Training & Go-Live Support
We’ll re-train you and your staff around the updated system and processes. We’ll show your end users how Salesforce can make them more productive and successful. Rest assured that our staff will be there to help and support you and your team to ensure success with your new and improved Salesforce platform.
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
