We specialize in Salesforce implementations

Get the most out of Salesforce with a consulting partner

Defined CRM Consulting has over a decade of experience managing and implementing CRMs, helping companies centralize customer data, automate processes, and access KPIs through robust reports and dashboards.

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CRM Consulting: Salesforce

5x Certified Salesforce Consultant

Salesforce is incredibly robust, with a long list of products, endless ways to customize and configure the platform, and even more so when extended with integrations. Implementation with a consulting partner is recommended.

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When businesses streamline and automate their processes by leveraging Customer Relationship Management (CRM) software, they have more time to focus on customers and growing the business.

CRM Consulting

Why Salesforce?

Salesforce is a robust, top CRM on the market, with an almost infinite ability to customize, integrate, and more. It can be tailored precisely to fit every unique business. When properly implemented, it is one of the best CRMs a business can use.

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Source: Salesforce, Inc. (https://login.salesforce.com/)

CRM Consulting

Are you already using Salesforce?

  • Was your Salesforce org setup poorly to begin with?
  • Are you having trouble scaling?
  • Was your team trained poorly or not at all? Do you even have training materials?
  • Are you left with little-to-no documentation and aren’t sure why Salesforce was setup the way it was?
  • Are there projects in your backlog (product implementations, adding automation), support tickets, and tech debt (often derived from support tickets) your team doesn’t have time to complete?
We can help, contact us
Source: Salesforce, Inc. (https://trailhead.salesforce.com/content/learn/modules/sales-cloud-rollout-strategy/chart-your-course)

CRM Consulting

Are you implementing Salesforce?

Congratulations on subscribing to Salesforce! Implementing a CRM is no small task, let alone Salesforce. There are many considerations, including, but not limited to:

  • The best approach
  • Backing-up data
  • Data cleansing & prep
  • Building out Salesforce
  • Testing
  • Resources (budget, timeline, etc.)
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CRM Consulting

Salesforce Administrative Support

Whether you have a dedicated Certified CRM Admin, an Executive CRM Sponsor acting as an interim admin, or no one on staff managing your CRM, Defined CRM Consulting is here to support your business maintaining its CRM.

This might look like:

  • Answering support tickets from users
  • Activating and deactivating users
  • Migrating permissions from profiles to permission sets
  • Migrate process builder and workflow rules to Flows
We can help, contact us

Salesforce Release Calendar