The CRM Firm Culture

A PERSONAL APPROACH

The CRM Firm is a leading professional services firm specializing in creating business value through Salesforce implementations specifically tailored to the unique needs of each client. Founded on a diversified background in CRM, marketing automation, and ERP software, we use our vast experience to utilize only the best of current technologies and implementation strategies. The CRM Firm has strong values in creating customer advocates, demonstrated through the highest level of integrity, intelligence and initiative. Our team is comprised of some of the top individuals in this industry, working to uphold those values and ensuring transparency throughout the entire process.

A PERSONAL APPROACH

The CRM Firm is a leading professional services firm specializing in creating business value through Salesforce implementations specifically tailored to the unique needs of each client. Founded on a diversified background in CRM, marketing automation, and ERP software, we use our vast experience to utilize only the best of current technologies and implementation strategies. The CRM Firm has strong values in creating customer advocates, demonstrated through the highest level of integrity, intelligence and initiative. Our team is comprised of some of the top individuals in this industry, working to uphold those values and ensuring transparency throughout the entire process.

integrity.

Confidence in the people you’re trusting with your company’s data and integrity is paramount when implementing a cloud-based solution. With so much at stake you need to know that you’ve hired a consultant that cares about the security of your data and the success of your implementation as much as you do. Building this trust is what we do here at The CRM Firm. Your dedicated consultant will be there every step of the way as your point of contact and has the experience and ability to manage your entire project.

intelligence.

Cloud computing is incredibly powerful and efficient and in order to make the best recommendation to a potential client, breadth and depth of knowledge is a must. The level of customization you can achieve with a cloud solution makes it the best way to streamline business processes with software built to suit your unique needs. However the right consultant is the difference between a successful, user friendly, efficient, complete solution and a costly disaster. Getting it right the first time is a must.

initiative.

Cloud computing is still in its early stages which means there’s something new contributing to its growth nearly every day. There are newer ways for businesses and employees to access their data with constantly advancing technology. At The CRM Firm, your consultant will take initiative to keep you up to date with the latest and greatest. This also ensures a much longer life-span for your solution that can continue to evolve and grow with you.

inclusion.

As a company founded by women, the power of inclusion and diversity is fundamental to our core values. We believe diversity drives innovation and results. At The CRM Firm, our differences are valued, everyone is welcome, and our employees bring their authentic selves to work.

Behind the Work

We’re a group of consultants, developers, designers, coffee drinkers, lovers of outdoors, and strategists committed to making the most of your Salesforce implementation.

Stephanie Hagan

Founder & CEO

Stephanie is a high-performance visionary with a diversified background in CRM, Marketing Automation, and ERP software. Her blend of accounting, business and development knowledge delivers end to end solutions that exceed the expectations of her customers. Significant experience in the financial services, engineering, continuing legal education, manufacturing, and distribution industries to name a few. A trusted advisor and innovative problem solver with excellent consultative, interpersonal, communication, facilitation, and team building skills. She has extensive experience in:

Project Management/Coordination • Process Redesign • System Selection, Design, and Implementation • Documentation • Reporting • Strategic Planning • Training • System Integration • Sales • Marketing

Stephanie started her career in 2002 and has 18 years of experience. Specifically, she has managed many consulting and development team members and perfected the art of implementing high impact software. Stephanie holds a Bachelor of Science degree in Computer Information Systems from Nebraska Wesleyan University. She is also a wife and mother to two wonderful children that she adores and spends any free time enjoying.

In looking for people to hire, you look for three qualities: integrity, intelligence, and energy.

And if they don’t have the first, the other two will kill you.

The CRM Firm Culture

A PERSONAL APPROACH

A PERSONAL APPROACH

integrity.

intelligence.

initiative.

inclusion.

Behind the Work

Stephanie Hagan

Founder & CEO

Warren Buffet

CEO, Berkshire Hathaway