# The CRM Firm

> Woman-owned Salesforce consulting firm serving Wealth Management, Insurance, Private Equity, REIT, Nonprofit, and more, streamlining operations through CRM implementation, automation, integrations, optimization, and scalable support.

## Overview

★ 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, 

★ 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 - We have experience integrating ERP/external systems and have migrated highly complex data.  Leverage our proven track record to provide you and your teams with an end-to-end solution. Depending on your unique requirements, we may use SQL Server Integration Services (SSIS), AWS, APIs, and more.  

★ Development/Innovation - The CRM Firm's experienced development team will innovate and deliver cutting-edge solutions for your teams.

★ Support - At The CRM Firm, we are actively transforming Salesforce Support to optimize the experience and align with the needs and goals of our customers. From simple changes to entirely new projects, we are your trusted resource to help transform your business.

## Details

- **Location:** Denver, CO, United States
- **Founded:** 2015
- **Partnership Level:** Select
- **Rating:** 5.0/5
- **Reviews:** 46
- **Projects Completed:** 22
- **Certified Experts:** 27
- **Total Certifications:** 172
- **Website:** https://www.thecrmfirm.com/

## Expertise

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## Services

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## Industries

- Education
- Engineering, Construction and Real Estate
- Financial Services
- High Tech

## Certifications

- Salesforce Certified Administrator (Administration)
- App Builder (Builder)
- Certified AI Associate (Other)
- Sales Cloud Consultant (Consultant)
- Platform Developer I (Developer)
- Advanced Administrator (Administration)
- Certified AI Specialist (Specialist)
- Service Cloud Consultant (Consultant)
- Data Architecture & Management Designer (Architect)
- Sharing & Visibility Architect (Architect)
- Nonprofit Cloud Consultant (Consultant)
- Pardot Specialist (Specialist)
- Salesforce Certified Business Analyst (Other)
- Application Architect (Architect)
- Associate Platform App Builder (Other)
- Data Cloud Consultant (Consultant)
- Experience Cloud Consultant (Consultant)
- Associate Administrator (Administration)
- Salesforce Certified Associate (Other)
- Salesforce Certified Marketing Cloud Email Specialist (Specialist)
- Development Lifecycle & Deployment Architect (Architect)
- Financial Services Cloud Accredited Professional (Other)
- Integration Architect (Architect)
- JavaScript Developer I (Developer)
- Pardot Consultant (Consultant)
- Process Automation Accredited Professional (Other)
- User Experience Designer (Designer)
- CPQ Specialist (Specialist)
- Field Service Consultant (Consultant)
- Identity & Access Management Architect (Architect)
- Marketing Cloud Consultant (Consultant)
- OmniStudio Consultant (Consultant)
- Platform Developer II (Developer)
- Salesforce Certified Marketing Cloud Administrator (Administration)
- Salesforce Certified Strategy Designer (Designer)
- Security & Privacy Accredited Professional (Other)
- System Architect (Architect)
- Tableau CRM & Einstein Discovery Consultant (Consultant)

## Languages

- en

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*Profile from [CRM Consulting](https://crm.consulting/company/thecrmfirm/)*