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Everything you want to know explained clearly
Both. We customize Salesforce workflows, objects, automations, and dashboards when it fits your process, and build a custom CRM when an off-the-shelf tool would force your team into a process that doesn't match how you sell. Our CRM strategy consulting helps you decide which route makes sense before you spend on either.
Yes. We map your old data to the new model, clean and de-duplicate records, and migrate customer history, notes, and activity so nothing important is lost. We validate record counts and spot-check samples after migration, so your team starts with data it can trust.
Email, marketing automation platforms, support tools, billing systems, ERPs, and internal reporting. We use native connectors where they work well and build custom API integrations where they don't, so customer data stays consistent across every system your team touches.
Usually because it was configured around a generic process instead of how your team actually sells, so reps work around it. A CRM health audit looks at data quality, workflow gaps, and adoption to find what's in the way. Then we reconfigure workflows and automations around the real process.
Yes. Training and adoption support are part of the final phase, and our engineers keep refining workflows, automations, and reports as your sales process changes. Many clients keep an engineer on through staff augmentation for ongoing CRM administration and new features.
