The CRM Firm, Inc.

Integrity. Intelligence. Initiative.

Adoption & Training
We work throughout the process to tailor the Salesforce experience to your organization. We will work to train your staff either in-person or online on the best practices and craft training materials based on YOUR users and their unique needs. Not everyone learns the same and we understand that. We have a proven track record in user adoption and look forward to making your staff superstars.

Systems Integration/Migration
The CRM Firm specializes in integrating/migrating even the most difficult data. We have experience integrating with many ERP systems and have migrated data out of most CRM systems. Leverage our proven track record to provide an end to end solution for you and your teams. Depending on your unique requirements we may use SQL Server Integration services (SSIS), APIs, or other solutions available on the AppExchange.

Support
Our support is an ongoing relationship. Your business is constantly changing and the technology solutions available are always evolving. We keep the dialog open to make sure the solution you invested in is still meeting your needs and that your team is leveraging all of the great new features from Salesforce.

  • Certified Professionals

    29
  • Salesforce Certifications

    143
  • Appexchange Reviews

    37
  • Appexchange Rating

    4.9/5
  • YEAR OF FOUNDING

    2015
  • Email

    info@thecrmfirm.com
  • Phone

    (720)900-1276
  • Visit Website

  • The CRM Firm, Inc.
  • The CRM Firm, Inc.

# Focus

# Service lines

100%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (143)

Salesforce Certified Administrator

23 x Salesforce Certified Administrator

App Builder

14 x App Builder

Sales Cloud Consultant

11 x Sales Cloud Consultant

Platform Developer I

8 x Platform Developer I

Service Cloud Consultant

6 x Service Cloud Consultant

Advanced Administrator

6 x Advanced Administrator

Pardot Specialist

5 x Pardot Specialist

Salesforce Certified Business Analyst

5 x Salesforce Certified Business Analyst

Nonprofit Cloud Consultant

5 x Nonprofit Cloud Consultant

Certified AI Associate

5 x Certified AI Associate

Data Architecture & Management Designer

5 x Data Architecture & Management Designer

Experience Cloud Consultant

4 x Experience Cloud Consultant

Sharing & Visibility Architect

4 x Sharing & Visibility Architect

Application Architect

4 x Application Architect

Associate Platform App Builder

4 x Associate Platform App Builder

Process Automation Accredited Professional

3 x Process Automation Accredited Professional

Salesforce Certified Associate

3 x Salesforce Certified Associate

Salesforce Certified Marketing Cloud Email Specialist

3 x Salesforce Certified Marketing Cloud Email Specialist

Associate Administrator

3 x Associate Administrator

JavaScript Developer I

2 x JavaScript Developer I

Pardot Consultant

2 x Pardot Consultant

Integration Architect

2 x Integration Architect

Development Lifecycle & Deployment Architect

2 x Development Lifecycle & Deployment Architect

Security & Privacy Accredited Professional

1 x Security & Privacy Accredited Professional

Financial Services Cloud Accredited Professional

1 x Financial Services Cloud Accredited Professional

Platform Developer II

1 x Platform Developer II

User Experience Designer

1 x User Experience Designer

Salesforce Certified Strategy Designer

1 x Salesforce Certified Strategy Designer

Tableau CRM & Einstein Discovery Consultant

1 x Tableau CRM & Einstein Discovery Consultant

OmniStudio Consultant

1 x OmniStudio Consultant

Marketing Cloud Consultant

1 x Marketing Cloud Consultant

Field Service Consultant

1 x Field Service Consultant

Data Cloud Consultant

1 x Data Cloud Consultant

System Architect

1 x System Architect

Identity & Access Management Architect

1 x Identity & Access Management Architect

Salesforce Certified Marketing Cloud Administrator

1 x Salesforce Certified Marketing Cloud Administrator

CPQ Specialist

1 x CPQ Specialist

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

United States: California, Colorado, Idaho, Nebraska, Wisconsin

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Salesforce Value Delivered

CloudMasonry is a full-service and the leading provider of Salesforce consulting services for organizations both large and small across the US. The consulting company leverages its experience with cloud-based systems to help companies discover more significant value in their Salesforce investments. With their extensive experience across major industries, they have combined deep enterprise consulting experience with their collaborative approach to project delivery.

Client feedback from AppexChange:
“CloudMasonry was extremely easy to work with and very knowledgeable. They worked within our budget restrictions and offered as much follow-up support as we needed. I would highly recommend them.”

Certified Professionals: 52

AppExhange Reviews: 22

AppExhange Rating: 4.9

International: 2 Countries

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