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.

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.

  • Partner Tier


  • Appexchange Reviews

  • Appexchange Rating

  • Certified Professionals

  • Email
  • Phone

  • Visit Website

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

# Focus

# Service lines


# Salesforce Expertise


# Certifications (48)

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

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

# You will also like these agencies

Strategic Partnering

SCI 360 Certified Consultants customize your use of Salesforce: integrating and automating goals & objectives into the daily activities of Sales & Operations, ensuring all activities track to your roadmap to success.

Certified Professionals: 6

AppExhange Reviews: 3

AppExhange Rating: n/a

International: United States

Elevating Customer and Employee Experiences

SPAR Solutions provides a complete range of customer engagement solutions covering sales, marketing, service and communities. We provide agile, innovative solutions to help clients leverage the Salesforce platform as their primary business engine.

Certified Professionals: 14

AppExhange Reviews: 14

AppExhange Rating: n/a

International: 2 States

Deep vertical experience in manufacturing, retail, and financial services

Fujitsu uses a Human Centric Innovation with Digital Co-Creation approach to meet customers’ objectives and bridges the digital disconnect with industry expertise, award-winning products, and innovative integration solutions.

Certified Professionals: 265

AppExhange Reviews: 2

AppExhange Rating: n/a

International: 13 States



Add experts. Get results.

We’re a marketing-focused consultancy that’s all about improving the customer experience. We weave strategy and expertise into every solution to level up customer engagement and drive marketing success.

Certified Professionals: 50

AppExhange Reviews: 5

AppExhange Rating: n/a

International: 4 States

Authorized Salesforce Training Reseller, Instructor, and Partner Planning, Configuration, Customization, and Training. I work with all Editions - Group, Professional, and Enterprise.I’ve completed 180+ projects. I give my clients ‘best practices’ that I have learned along the way

Certified Professionals: 2

AppExhange Reviews: 3

AppExhange Rating: n/a

International: United States