CRMD

CRMD has been wonderful!

Our experience with CRMD has been wonderful! They have provided high-quality work, met deadlines, delivered more than expected, are responsive, and genuinely care about our company's success by structuring and designing our Salesforce org completely tailored to our needs and wants. Couldn't have asked for a better company to partner with! Given the success we have had, I would highly recommend CRMD as your designated consulting vendor for your company!!

We needed a fast option to act as an extension of our internal team and that's exactly what we got. Our Salesforce instance had gone through a few iterations of itself after some M&A activities over the years and was a point where much of that accruing technical and data debt needed to be addressed. Our business was really starting to scale and we didn't want our systems infrastructure to inadvertently lengthen sales cycles. In about 6 months time we had much cleaner and more defined environment to start building on top of. We had, and still have, some processes happening offline, but our Salesforce is in a much better place now to continue moving those operations to be managed through Salesforce. But, that's only half of it. The other half is the human element. How do we get our actual employees using and relying on Salesforce to perform their daily tasks and activities? This is arguable the more difficult piece and one we accounted for by introducing training and documentation materials, along with video tutorials on some of the more intricate areas of the system. Being honest, we still have a long way to go on either side, but we now have a solid foundation to build on. Regarding partnering with CRMD, it's one of those things where what you get out of it depends on what you put in to it. Giving them the keys and asking them to fix everything was entirely unrealistic. We spent the time on knowledge transfer and getting them up to speed on where we were at. We communicated our vision and desired outcomes to ensure we had a road map and project plan that made sense without interrupting the daily flow of business activities. Sure, there was some scope creep and had to rethink a few things as obstacles came up, but overall, execution was strong, project management was efficient and clear at all times, and everything was delivered according to plan.

Project was scoped and delivered in a tight timeline. Consultant was very responsive and provided a clear summary to stakeholders outlining changes.