The CRM Firm, Inc.

Integrity. Intelligence. Initiative.

Summary

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.
‚Äč
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.

  • Partner Tier

    registered
  • YEAR OF FOUNDING

    2015
  • Appexchange Reviews

    12
  • Appexchange Rating

    5/5
  • Certified Professionals

    8
  • 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 (65)

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

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

# You will also like these agencies


Expect The Moon

Lunar automates and integrates technology to get more out of existing sales & marketing. Our expertise lies in Sales & Service, Marketing Cloud, Pardot, and Community Cloud. We offer Ticketmaster integrations and Uplink for tracking mobile communication.

Certified Professionals: 4

AppExhange Reviews: 0

AppExhange Rating: n/a

International: United States


Building Customer Relationships

Salesforce and Microsoft Dynamics CRM

Certified Professionals:

AppExhange Reviews: n/a

AppExhange Rating: n/a

International: United States


Design your blueprint

Blueprint Advisory is a global PDO and Consulting partner with roots in both developing products and scaling businesses.

Certified Professionals: 5

AppExhange Reviews: 3

AppExhange Rating: n/a

International: 2 States


Pardot Implementation and Digital Marketing Services

Full-Service Digital Marketing Agency with in-house Pardot and Sales Cloud Implementation team to assist with all your Salesforce sales and marketing needs.

Certified Professionals: 3

AppExhange Reviews: 23

AppExhange Rating: n/a

International: 2 States


Technology Consulting for Healthcare

Madison Ave Consulting is a digital consulting agency specializing in the adoption, implementation, and utilization of Cloud-Based technologies in the Healthcare Industry.

Certified Professionals: 3

AppExhange Reviews: 13

AppExhange Rating: n/a

International: United States