CRM Administration Plans

Customer Relationship Management

You’ve invested in a CRM system. You understand the value that it can bring to your organization. Now, you need to get the most from it. But it’s likely that you just don’t have the time required to become an expert and an administrator for your system. You know there are features you could be using, but where do you find the time to learn the best practices for setting them up?

You need an expert who can listen to your needs, walk you through your options, and perform the work. However, hiring someone full-time can be expensive and might be more overhead than you really need to take on.

Fortunately, there is a solution.

We created our CRM Administration Program to give SMB’s affordable and flexible access to certified Salesforce consultants. We have the business and technical expertise to help you successfully utilize your CRM and maximize your ROI without having to hire a full-time Salesforce administrator. We have a few plan options so we can fit most budgets and meet your requirements.

We have a unique combination of business experience in a number of verticals, technical proficiency with the Salesforce platform, and a passion for helping clients succeed.  After analyzing your use of the Salesforce platform we can make recommendations on best practices and process improvements.  We’ll also work with you to develop a plan to implement these changes over time.  This translates into higher user adoption rates and ultimately a better ROI on your CRM investment.

Take a look at the following plans.  Decide how many consulting hours you’ll need and which fits your budget.  If you need to talk first, we’d be glad to set up a time.  Let us know when you’re ready to get started.

Take the First Step