At The CRM Firm we are actively transforming Salesforce Support to optimize the experience and align with the needs and goals of our customers. From simple changes to entirely new projects, we are your trusted resource to help transform your business.
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.
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.
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.
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.
“Some of our customization requirements would have required significant research and trial/error on our part so having The CRM Firm assist with the more complex ones has saved us a lot of time and effort. Their team’s professionalism, response time and expertise have been impressive. Plus they’re fun to work with.”
