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The CRM Firm

By The CRM Firm

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

Salesforce Consultants
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
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
27
Certifications
The number of certifications held by people at this organization that align to competencies
171

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.

Competencies show a consultant's experience delivering industry and Salesforce product solutions. See Tiering and Competencies.

IndustryCompetency LevelEligible ProjectsAverage CSATCertifications
EducationAccredited55.0-
Energy and Utilities--
Engineering, Construction and Real EstateAccredited35.0-
Financial ServicesAccredited225.0
Healthcare and Life Sciences35.0-
High TechAccredited25.0-
Nonprofit95.0
Public Sector and Government15.0-