Salesforce Consulting

Services

Get your business up and running with the worlds #1 CRM Platform.
We specialize in the adoption and expansion of the Salesforce platform to organize your data and increase revenue. We offer a well rounded mix of Salesforce solutions tailored to your business needs.

Whether you’re newly acquiring Salesforce

Or need a complete over-haul to your exisiting org

CRMD can help you every step of the way.

We specialize in the full line of Salesforce products including, Sales Cloud, Marketing Cloud, Pardot, and more. Each product has numerous unique features that help enhance your business proccesses. Do you know which Salesforce product is best for your business? We assist with choosing the right Salesforce products. Then we determine the right customizations to fit your business needs.

Implementation

Our diverse team of qualified professionals have the resources and expertise to handle large-scale Salesforce Implementations and drive adoption.

Integration

Connect with the tech stack you already use. Whether it's Hubspot, Google Cloud, Slack, or DocuSign, We help integrate some of your favorite apps directly to Salesforce.

Customization

Don't settle for out-of-the-box, customize your org, and extend the functionality of your Salesforce CRM. We help tailor your Salesforce org to fit your business needs.

Optimization

Unlock the true potential of your Salesforce org. Our team helps identify areas for process improvement and recommends the best solutions for your company.

OUR SALESFORCE SERVICES

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Blueprint

Create a strong foundation for your implementation with a robust Blueprint. CRMD will become immersed in your business and create a comprehensive technology plan.
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Health Check

Our free and informal health check tests the pulse of your business. We ask key questions about your business to highlight any pain points and recommend proper implementations to adopt.
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Lightning Migration

This package is for those who'd like a helping hand moving over to the latest and greatest from Salesforce. Your Lightning Readiness report will determine how much time is needed to implement and train your users.
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Enhanced Quick Start

Aimed at helping budget-conscious organizations get up and running quickly on the world’s best CRM, our implementations offer dramatic improvements in a short period of time (~ 1 month). Includes data migration and training.
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Pardot

Aimed at helping budget-conscious organizations get up and running quickly on the world’s best marketing automation tool, our implementations offer dramatic improvements in a short period of time.
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Training Package

CRMD will tailor a training curriculum and materials that make sense for your users. We know every organization is unique, and we’ll spend time with you understanding your business before executing training.
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The Best Solution For Your Business

À la carte offerings include project-based engagements, administration on-demand,

and two levels of system health checks.

PROJECT WORK

  • Project proposal and scope of work for the engagement
  • Dedicated project manager and developer aligned to you
  • Instant visibility into hours logged via Google Drive
  • Ability to work within tight timelines and off-hours
  • Iterative design process for rapid results

ADMIN ON-DEMAND

  • Dedicated Salesforce certified administrator
  • Guaranteed instant on-call availability
  • Operate on a monthly allocation of hours
  • Weekly or bi-weekly status updates
  • Quarterly business reviews and road-mapping

HEALTH CHECK

  • Health checkup meeting & three free hours
  • Comprehensive analysis based on pain points
  • All objects, workflows, permissions, and third-party integrated applications are checked for alignment with business processes
  • Detailed health report at the time of completion

apeX-RAY

  • Deep dive into code, code coverage and test classes
  • Alignment to coding best practices checked
  • Detailed report on areas that need to be addressed and what impact/urgency is associated per item
  • apeX-Ray analysis report with scope of work to address issues

Let's Get Started!

Engage

Provides guaranteed access to CRMD resources and a dedicated project manager. This is not only a retainer, but an extension of your team. The SMB allotment is set at 20 hours / month.

QuickStart

Fixed Fee implementations are subject to approval based on discussions and scoping work. Recommend utilizing CRMD Engage post-implementation for additional support.

Non Profit Pricing

Whether you plan to use Salesforce to deliver better programs, engage your community, communicate more effectively, or raise more resources, CRMD is ready to help you get up and running, and make a bigger impact.