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YOUR CRM CONSULTANT, IMPLEMENTATION, AND SUPPORT SERVICE

We are a team of highly-experienced business partners delivering exceptional CRM consulting services to help our clients achieve their goals. 

The Support You Need

Our Peace of Mind Service and Support Plan is designed for small to mid sized businesses that need full time or part time CRM Administrator support at a fixed monthly cost. Our administrators have experience in a variety of companies and can bring Industry best practices to your organization. We also have a network of other resources that a lone administrator will not enjoy.

We provide you with ongoing help of your technology investments. We start by getting to understand your business needs and goals. Then, we develop a customized Salesforce solution that meets your specific requirements, and we provide training and support all throughout the process. We proactively maintain and leverage your Salesforce to drive the best results for your business. As part of our plan, you will be assigned a primary administrator contact who will have knowledgeable backup when on vacation or ill.  

Our support is proactive and designed to be an extension of your staff. As Salesforce innovates, we will keep you informed and up to date on the latest innovations which are delivered three times per year in major releases. This is nearly impossible for a lone administrator, especially a part time administrator that has other duties in your company.

Experience the Relief of Having Consulting Partners at Your Fingertip

Get the latest features and functionality

Easily integrate your other marketing automation and CRM systems

Customize your CRM to meet the unique needs of your business

Training and support for your staff

Our Story

Our Mission is Simple

We provide small and medium-sized businesses and non-profits with a Strategic partnership of experienced business executives to drive business results. We help you innovate and proactively maintain, upgrade, and leverage your CRM investment by providing knowledgeable and affordable service and support.