Data Migration
Already have an existing CRM or client database? No Problem. We can take all of your important customer data and import it into Salesforce for you. We can also remove duplicates and “clean” your data so you can trust the integrity of your reporting.
Web-to-Lead
Does your website have a lead submission form? We’ll work with your website team to configure web-to-lead and push the data directly into Salesforce. We can configure custom fields, auto-response rules, email notifications, queues and workflows to ensure data quality and reliable lead management.
Systems Integration
Salesforce can integrate seamlessly with many software solutions. If you have an existing ERP, Accounting or any other system, we may be able to help reduce data entry and increase productivity by having them work together, for you.
AppExchange® Solutions
The Salesforce AppExchange is the world’s leading enterprise app marketplace for businesses. We have experience installing, customizing, and managing numerous apps for your business solutions.
The CRM Firm helped me navigate through all of Salesforce’s features by assisting me whenever needed with questions and training. The result was my being able to understand and use Salesforce to it’s potential. One of the many things I liked was their friendly, professional, and helpful demeanor, and their ability to explain things in easy to understand terms. I continue to find my experience with them extremely helpful. I recommend The CRM Firm to anyone who needs a trusted resource for all Salesforce issues.
Gina Rodriguez-Gross
Pure Luxury Transportation
