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The CRM Firm

We don't just do Salesforce—We make it work!

Overview

Woman-owned Salesforce consulting firm serving Wealth Management, Insurance, Private Equity, REIT, Nonprofit, and more, streamlining operations through CRM implementation, automation, integrations, optimization, and scalable support.

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  • Vast experience in Sales Cloud, Service Cloud, Marketing Cloud Account Engagement, Marketing Cloud, Financial Services Cloud, Experience Cloud, B2B Commerce Cloud, NPSP, CPQ, Non-Profit Cloud and many more.

  • Industries we specialize in are Financial Services Companies, Real Estate, Real Estate Investment Trusts (REITs), Private Equity, Venture Capital, Non-Profits, Legal, Agriculture, Communication, General Sales Organizations, and more.

  • We have accelerators for Sales, Customer Success, Capital Markets, Deal Teams, Asset Management, Property Management, Experience Cloud, EDMIS/Nexus, Executive Search/Applicant Tracking systems, & many more!

★ Adoption & Training - We work throughout the process to tailor the Salesforce experience to your organization. We will work to train your staff either in-person or online on the best practices and craft training materials based on YOUR users and their unique needs. Not everyone learns the same, and we understand that. We have a proven track record in user adoption and look forward to making your staff superstars. ★ Systems Integration/Migration - We have experience integrating ERP/external systems and have migrated highly complex data. Leverage our proven track record to provide you and your teams with an end-to-end solution. Depending on your unique requirements, we may use SQL Server Integration Services (SSIS), AWS, APIs, and more. ★ Development/Innovation - The CRM Firm's experienced development team will innovate and deliver cutting-edge solutions for your teams. ★ Support - 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.

Categories

Industry Competencies
Education
Engineering, Construction and Real Estate
Financial Services
High Tech
Product Competencies
Agentforce
Agentforce Marketing
Agentforce Sales
Agentforce Service
Data 360
Platform
Small Business
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Supported Languages
English