Salesforce Implementations

Our Quick Start Salesforce Implementation Package will get your growing business’ Salesforce CRM off the ground in just a few weeks with just a few steps.

Discovery & Business Process Review

Your dedicated Salesforce Certified Consultant will meet with you to understand your business needs, establish the best fit business process and define roles, responsibilities and a manageable timeline. We work with your team to learn about your business problems and configure a solution to solve them.

Salesforce Development & Configuration

Based on discovery, our team will configure and set up a custom Salesforce Solution that meets the customer relationship management needs of your business. This includes Salesforce security configuration, user setup, and implementing custom fields, views, reports, templates, page layouts and more.

End User Training & Go-Live Support

Your dedicated consultant will train your team to get the most out of your new Salesforce CRM. We will cover key concepts, how Salesforce manages data, Salesforce best practices, and how to quickly find, create and update records. We’ll teach your end users how to maximize productivity and success with Salesforce, and provide a post-project support period.

“The CRM Firm worked with us to define workflow processes, an implementation project scope of work and related budget. I am thrilled that I chose them as our consultant to implement Salesforce into our organization.”

TIM PAINTON, GUARDIAN TECH PARTNERS