The CRM Firm: Woman Owned Equality Partner - Diversity Drives Results - The CRM Firm - AppExchange
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The CRM Firm: Woman Owned Equality Partner - Diversity Drives Results
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 70
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 30
  • Year this company was founded Founded 2015
The CRM Firm: Woman Owned Equality Partner - Diversity Drives Results
Meet The CRM Firm— A diverse team of senior consultants, architects and engineers
We offer tailored, multi-cloud Salesforce implementations to ensure the right solution for you
Support Services— To maximize your investment in Salesforce!
Our Process: To ensure a great experience and implementation project.
The Experience— Personal, Professional, and Thoughtful, with High Standards
Case Study— How The CRM Firm helped our financial services client with a bad implementation clean up
The Impact— Better, automated business processes, financial efficiency, revenue growth and more!
We are— Woman-owned, diversity-driven, and a Salesforce Equality Partner
We are proud to be a part of the Pledge 1% Organization!
Expert Salesforce professionals delivering innovative solutions

The CRM Firm is a leading Salesforce Implementation firm creating value through tailored discovery and implementations. We utilize only the best technologies, with a primary focus on Financial Services, Non-Profit, ATS, Technology, Real Estate and more.

Highlights

  • The CRM Firm has strong values in creating customer advocates. Our team comprises some of the top individuals in this industry, working to uphold those values and ensuring transparency throughout the process.
  • Vast experience in Sales Cloud, Service Cloud, Marketing Cloud Account Engagement, Financial Services Cloud, Experience Cloud, B2B Commerce Cloud, NPSP, CPQ, and many more.
  • Industries we specialize in are Financial Services Companies, Real Estate, Non-Profits, Legal, Agriculture, Communication, General Sales Organizations, and more.


Description

★ 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.

Geographic Focus

Languages

English, Spanish

About The CRM Firm The CRM Firm is a leading professional services firm specializing in creating business value through Salesforce implementations specifically tailored to each client's unique needs. Founded on a diversified background in CRM, marketing automation, and ERP software, we use our vast experience to utilize only the best 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 comprises some of the top individuals in this industry, working to uphold those values and ensuring transparency throughout the process.

Headquarters
Denver, CO
Phone
(720) 900-1276