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

    26
  • Salesforce Certifications

    168
  • 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 (168)

Salesforce Certified Platform Administrator

22 x Salesforce Certified Platform Administrator

Salesforce Certified Platform App Builder

14 x Salesforce Certified Platform App Builder

Salesforce Certified AI Associate

14 x Salesforce Certified AI Associate

Salesforce Certified Sales Cloud Consultant

12 x Salesforce Certified Sales Cloud Consultant

Salesforce Certified Platform Developer

8 x Salesforce Certified Platform Developer

Salesforce Certified Agentforce Specialist

7 x Salesforce Certified Agentforce Specialist

Salesforce Certified Service Cloud Consultant

7 x Salesforce Certified Service Cloud Consultant

Salesforce Certified Platform Sharing and Visibility Architect

7 x Salesforce Certified Platform Sharing and Visibility Architect

Salesforce Certified Platform Administrator II

7 x Salesforce Certified Platform Administrator II

Salesforce Certified Platform Data Architect

6 x Salesforce Certified Platform Data Architect

Salesforce Certified Nonprofit Success Pack Consultant

5 x Salesforce Certified Nonprofit Success Pack Consultant

Salesforce Certified Business Analyst

5 x Salesforce Certified Business Analyst

Salesforce Certified Marketing Cloud Account Engagement Specialist

4 x Salesforce Certified Marketing Cloud Account Engagement Specialist

Salesforce Certified Experience Cloud Consultant

4 x Salesforce Certified Experience Cloud Consultant

Salesforce Certified Data Cloud Consultant

4 x Salesforce Certified Data Cloud Consultant

Salesforce Certified Application Architect

4 x Salesforce Certified Application Architect

Associate Platform App Builder

4 x Associate Platform App Builder

Salesforce Certified Platform Foundations

3 x Salesforce Certified Platform Foundations

Salesforce Certified Marketing Cloud Email Specialist

3 x Salesforce Certified Marketing Cloud Email Specialist

Associate Administrator

3 x Associate Administrator

Process Automation Accredited Professional

2 x Process Automation Accredited Professional

Financial Services Cloud Accredited Professional

2 x Financial Services Cloud Accredited Professional

Salesforce Certified JavaScript Developer

2 x Salesforce Certified JavaScript Developer

Salesforce Certified Platform User Experience Designer

2 x Salesforce Certified Platform User Experience Designer

Salesforce Certified Marketing Cloud Account Engagement Consultant

2 x Salesforce Certified Marketing Cloud Account Engagement Consultant

Salesforce Certified Platform Integration Architect

2 x Salesforce Certified Platform Integration Architect

Salesforce Certified Platform Development Lifecycle and Deployment Architect

2 x Salesforce Certified Platform Development Lifecycle and Deployment Architect

Security & Privacy Accredited Professional

1 x Security & Privacy Accredited Professional

Salesforce Certified Platform Developer II

1 x Salesforce Certified Platform Developer II

Salesforce Certified Platform Strategy Designer

1 x Salesforce Certified Platform Strategy Designer

Salesforce Certified OmniStudio Consultant

1 x Salesforce Certified OmniStudio Consultant

Salesforce Certified Marketing Cloud Engagement Consultant

1 x Salesforce Certified Marketing Cloud Engagement Consultant

Salesforce Certified Field Service Consultant

1 x Salesforce Certified Field Service Consultant

Salesforce Certified CRM Analytics and Einstein Discovery Consultant

1 x Salesforce Certified CRM Analytics and Einstein Discovery Consultant

Salesforce Certified System Architect

1 x Salesforce Certified System Architect

Salesforce Certified Platform Identity and Access Management Architect

1 x Salesforce Certified Platform Identity and Access Management Architect

Salesforce Certified Marketing Cloud Engagement Administrator

1 x Salesforce Certified Marketing Cloud Engagement Administrator

Salesforce Certified CPQ Administrator

1 x Salesforce Certified CPQ Administrator

# 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: 29

AppExhange Rating: 4.9

International: 2 Countries

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