Salesforce CRM Consulting, Integration, and AI Solutions for SMBs - CRM Info Techs - AppExchange
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Salesforce CRM Consulting, Integration, and AI Solutions for SMBs

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • 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 1
  • Year this company was founded Founded 2023
Empowering SMBs with streamlined Salesforce solutions and AI-driven results

Unlock enhanced efficiency and growth with CRM Info Techs' Salesforce CRM Consulting. We specialize in AI integration and tailored solutions that simplify operations, boost productivity, and increase ROI for SMBs.


  • Personalized Consulting: Tailored Salesforce solutions to meet your unique business challenges.
  • Rapid Response: As a small business, we swiftly adapt to changes and client needs.
  • AI-Driven Automation: Streamline complex processes with advanced AI integration.


CRM Info Techs specializes in Salesforce CRM consulting, AI integration, and optimization solutions to empower SMBs. As a nimble small business, we adapt quickly to your evolving needs, ensuring our services grow with your business. Our offerings include enhancing Salesforce functionality, leveraging AI for automated workflows, field value AI generation, AI email template creation, and optimizing processes with Einstein Prediction Builder for accurate forecasting. Our certifications in Salesforce AI Associate and Einstein Prediction Builder Accredited Professional guarantee expertise and trust. Clients benefit from improved efficiency, informed decision-making, and significant ROI. Choose CRM Info Techs for personalized support dedicated to your long-term success.

Geographic Focus

United States



About CRM Info Techs Transform your Salesforce experience with CRM Info Techs, where you get personalized, expert attention from a specialist in Generative and Predictive Artificial Intelligence. I focus on using cutting-edge AI technology to automate and enhance your operations efficiently, from custom email templates to integrating with Lightning Flow and utilizing Einstein AI for predictive outcomes. ####My comprehensive services include consulting, implementation, process automation, data migration, and seamless integration with platforms like HubSpot. ####Each subscription package is tailored to provide ongoing development, security updates, direct support via email and phone, detailed analytics, and customized training materials. ####As CRM Info Techs grows with its clients, you benefit from adaptive, rapid, and dedicated solutions that evolve with your business needs. ####Certifications include Salesforce AI Associate, Salesforce Administrator, HubSpot Salesforce Integration Specialist, and Salesforce Einstein Prediction Builder Accredited Professional. ####Contact me today for a consultation, and experience a service that’s as dynamic and growth-oriented as your business.

Folsom, CA, USA