akaCRM

Advisory Services, Implementation, App Development, Training, Support

Summary

Comprehensive Salesforce® and Conga® services including Advisory Services, Implementation Services, and Training and Support Services. Advisory services including roadmaps, prototypes and change management. akaCRM is a Lighting Master.

Professionals with years of Salesforce and Conga experience. Senior management has an average of 15 years of experience in the Salesforce ecosystem and across our entire team, we have 9 years of average Salesforce ecosystem experience.

Focused on high-quality, on-time work to improve your results. Clients receive a Salesforce certified consultant for their projects. Support clients receive both a primary and back-up Client Support Advisor.

akaCRM is also a partner for Salesforce.org (Higher Education - EDA/SAL and Nonprofits - NPSP/GEM) and provides consulting, system implementation and training for leading Salesforce® partner-based solutions including Conga (Gold Partner for Conga Composer, Grid, Sign and Conga Contracts), Causeview, FormAssembly, iWave, Linvio, RingLead, ScheduleOnce, WealthEngine, Verified First and VerifiedFirst VMS.

akaCRM offers project-based services, time-based support services, and senior-level consulting engagements.

Our firm has experience across a broad array of industries including:

  • Agriculture/Environmental Services
  • Business Services
  • Consumer Products/Services
  • Education
  • Energy
  • Financial Services (Banking, Insurance, Private Equity)
  • Healthcare & Life Sciences
  • Legal
  • Manufacturing & Equipment
  • Media/Telecom
  • Nonprofits
  • Real Estate/Construction
  • Technology & Software
  • Transportation

akaCRM has clients in 45 of the United States with staff located in California, Colorado, Connecticut, Georgia, Missouri, New Hampshire, New York, Ohio, Rhode Island, and Texas. The majority of the work can be done remotely. We are available to travel as needed.


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# Focus

# Service lines

15%
15%
14%
14%
14%
14%
14%

# Salesforce Expertise

17%
17%
16%
16%
17%
17%

# Industry Expertise

50%
50%

# Certifications (84)

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States, Canada

United States: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, Oklahoma, Rhode Island, Tennessee, Texas, Utah, Virginia, Wisconsin

Canada: Manitoba

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