The CRM Firm - The CRM Firm - AppExchange
Skip to NavigationSkip to Main Content

The CRM Firm
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 113
  • 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 29
  • Year this company was founded Founded 2015
The CRM Firm
We are a diverse team of senior-level registered Salesforce consultants, architects, and more
We are a woman-owned team of 45+ US-based Salesforce consultants with 85+ certifications and growing
We offer implementation and support across the Salesforce Customer 360 Platform
We offer services from implementations to support, UX/UI, data migration, and more
We are are experts in Financial Services, ensuring safety and reliability of your data
The CRM Firm can empower REITS with streamlined operations and enhanced investor satisfaction
We empower nonprofit organizations to optimize workflows, engage stakeholders, and more
We have created a number of Salesforce Accelerators to expedite implementation timeline and delivery
Executive Search
We are a woman-owned team of 45+ US-based Salesforce consultants with 85+ certifications and growing
We don't just do Salesforce—we make it work!

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

Highlights

  • 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!


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

About The CRM Firm The CRM Firm (CRMF) is a woman-owned Salesforce consulting firm at the forefront of transforming businesses. We specialize in custom Salesforce implementations that help you streamline, scale, and succeed, like upgrading from dial-up to fiber optic: faster, smoother, and more accessible. From wealth management, private equity, venture capital and non-profits to REITs, insurance, marketing, and the public sector, we know your business isn’t one-size-fits-all, it’s as unique as your team. That’s why we don’t settle for generic solutions. We roll up our sleeves, dive deep into your operations, goals, and team dynamics to craft a Salesforce experience that complements you perfectly. With expertise in CRM, marketing automation, and ERP software, we build solutions that fit your needs like your favorite hoodie. Because at the end of the day, your business and customers deserve a solution that works with you, not against you.####At CRMF, integrity, ingenuity, and inclusion are more than just buzzwords—they’re the catalyst for everything we deliver. Our experts mix technical know-how with creative problem-solving to ensure that your projects are more than just boxes to be ticked—th

Headquarters
Denver, CO
Phone
(720) 900-1276