CRMNinjas | Expertise in Service Cloud, Sales Cloud, Financial Services Cloud

Verified Project Review – CRM Ninjas We engaged CRM Ninjas to help us stabilize and extend a complex Salesforce environment that supports quoting, billing, and downstream integrations, including Stripe and internal operational workflows. Our primary challenge was untangling brittle automation, legacy configuration decisions, and scheduled job collisions while continuing to support an active sales and finance organization. What stood out about CRM Ninjas was their ability to understand a highly customized org and provide clear, technically sound guidance without over-engineering solutions. They brought deep expertise across Salesforce core products, including Sales Cloud, Flow, Apex, and Declarative Lookup Rollup Summaries (DLRS), and were especially effective at diagnosing automation conflicts and data integrity issues. Their work helped us reduce recurring failures, improve reliability of scheduled jobs, and regain confidence in our automation strategy. A key benefit was their pragmatic, teach-as-you-go approach, which enabled our internal admin team to better own and maintain the solutions going forward. Helpful tip: Come to the engagement with clear business goals and be open to CRM Ninjas’ recommendations on simplification—they are particularly effective when trusted to challenge legacy assumptions and streamline complex implementations.

We had a good experience working with them. They were professional and efficient.

Exactly what we needed as we were launching, developing and expanding our salesforce usage over our first 3.5 years. CRMNinjas was a reliable and knowledgeable partner.

Our business did not require a particularly advanced solution. They were among the only SF partners, of which we spoke to a dozen, that truly understood what we needed. We are very satisfied with our Salesforce solution and they will be our first call when we look to increase our capabilities.

Darrel, Taylor and Jose were great to work with. They have a solid team with an impressive depth of knowledge and experience!

The management and staff at CRM Ninjas are very knowledgeable about Salesforce and its integration with Quickbooks, which is very important to us. We needed to partner with a company like CRM Ninjas, which set up the system for us and helped us at every step of the implementation. The staff are also very friendly, and it's been a pleasure working with them. We know we are in good hands as we continue our relationship with them for any Salesforce-related needs.

CRMNinjas has been an exceptional partner in our Salesforce journey. The level of dedication and expertise they bring to the table is unmatched. I have a great relationship with my dedicated admin, who consistently goes above and beyond to ensure that the features we implement are not only effective but also seamlessly integrated into our operations. Their commitment to our success is evident in every interaction, making CRMNinjas an invaluable partner for our business.

I have worked with multiple companies developing products and software for over 30 years. Taylor and the CRM Ninja team is by far the best I've ever worked with.

CRMN has been a great to work with. Karrie, our main point of contact, is amazingly responsive and takes the extra steps necessary to support us.

Our consulting partners, CRMNinjas, were asked to build a Stripe Connector after we migrated over from using PayPal to Stripe. We had initially tried the Blackthorn application but were frustrated by some of its limitations. Karrie Field (our liaison for the CRMNinjas team) implemented a connector within the Opportunity object that allows our sales team to quickly establish a Stripe Billing Account, Payment Method, charge a Setup Fee, and establish their Subscription for our software and services. Subscription Statuses are returned to the Account object - giving our Client Services team immediate visibility into the Customer’s billing state. Our liaison not only brought skill and professionalism to the project (that one would expect), but also a sense of caring and understanding of our business. She was quick to consult with her team (if necessary) and very clear on steps to implement, risks, and an accurate delivery date. Working with CRMNinjas has given our company peace of mind. We can continue to reimagine our processes with an eye towards conservation of motion and know that in collaboration with this trusted, consulting partner – they can make it happen.