TECHNOLOGY PARTNERSHIPS
At The CRM Firm, we utilize the best of current technologies and Salesforce implementation strategies, and these partners offer some of the best integrations in the market.
TaskRay
Leading enterprise customer onboarding solution that includes everything companies need to manage new customer projects and maximize secondary revenue.
KingswaySoft
Software solutions that help make data integration easy and put power in the hands of the developer. By taking advantage of SQL Server Integration Services (SSIS), KingswaySoft offers data integration solutions for the cloud or on-premise that are codeless, easy to use, and cost effective.
KONASEARCH
KonaSearch helps increase your competitive edge by increasing efficiency to quickly distill the most relevant information. This gives you the speed and relevancy advantage you need to win.
S-DOCS
100% Native Document Generation and E-Signature Built on the Salesforce Platform. Trusted by Thousands of Enterprises Worldwide.
FIRMWORKS
FirmWorks creates innovative solutions with products to help increase efficiencies and productivity in your Salesforce org. With products such as FileViewer, they change the game for native functionality.
CENTRO
Centro brings order to chaos in Salesforce and Slack. They offer advanced integrations and automations that will make your team more productive and happy. See what they can do today.
Skuid
A revolutionary UX delivery toolkit that enables a transformational leap forward in delivering process-specific applications on top of Salesforce by using adaptive data models, action framework, and a UI composer & design system.
Formstack
The #1 native form builder for Salesforce with the ability to seamlessly build Salesforce forms and surveys in minutes. No connectors or integrations necessary.
APPLIED TECH
A regional MSP superpower specializing in managed and co-managed IT services and cybersecurity solutions, supporting hundreds of small to mid-sized organizations across various industries nationwide.
BOX
An integrated content and collaboration solution that allows teams and customers to securely collaborate on critical content without leaving Salesforce.
AVALARA
A cloud-native tax solution for small, midsize, and enterprise organizations with different tax compliance software offerings for different industries and tax types.
LINKPOINT360
An email integration solution for Salesforce that is secure, flexible, and increases productivity, improves user workflows, and saves time and money.
MOGLI
Business messaging SMS app, native to Salesforce, to supercharge digital engagement, drive growth and increase conversion.
OWNBACKUP
Tools and resources for Salesforce admins and developers to prevent data loss, stay in compliance, and accelerate development.
SPANNING
Automated back-up and end-user recovery to eliminate Salesforce data loss, protecting your data and your time.
PHAROS
A Salesforce error monitor, identification, and resolution tool to make your Salesforce org more reliable and stable.
SOVREN
Fast, accurate, stable, and scalable resume and job parsing software, with the added benefits of AI Matching and Data Enrichment APIs.
SALESBOLT
An intelligent tool for automating CRM contact updates, preventing churn, and empowering revenue teams to capture more new business.
XL CONNECTOR
A connector to pull data from Excel to Salesforce and back with a single click, allowing users to analyze data and metadata, create tables and graphs, and more inside Excel in seconds.
DATA CLEANSER
Stratus Cloud Solutions’ Data Cleanser makes it easier to manage your Salesforce data. From identifying to deduping driving data quality. Find duplicates within your existing records and easily merge them.
“The CRM Firm has greatly helped us reduce manual workflows and gain operational efficiency. Our tools far exceed standard Salesforce technology. They have been especially helpful working to get SQL data into our org and creating web pages that have a sophisticated look and feel. Every time we have brought them a large challenge, they have risen to the occasion and delivered solutions that blow users away.”