Salesforce | CRM Consulting Services
Build your business around smarter relationships.
We help you select, implement, and optimize your CRM — whether it’s Salesforce, HubSpot, or GoHighLevel — so your teams can sell smarter, serve better, and grow faster.
CRM Strategy & Implementation
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Salesforce implementation and optimization
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HubSpot setup and configuration
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GoHighLevel setup and configuration (for smaller businesses)
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CRM selection consulting
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Sales process redesign and automation
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Customer lifecycle optimization
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Sales & marketing alignment strategies
Custom Objects, Fields & Configuration
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Custom Object & Field Configuration: Tailor Salesforce to your exact business needs.
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Experience Cloud Setup: Deploy portals and branded experiences for partners and customers
Compliance & Security (Salesforce)
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Compliance & DR3 Readiness: Implement Salesforce’s Data Risk Reduction (DR3) protocols.
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Platform & Trusted Services: Secure platform setups and compliance assessments.
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Security & Privacy Frameworks: Data protection implementation aligned with industry standards.
What’s Included:
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CRM selection consulting
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Setup & configuration (Salesforce, HubSpot, GoHighLevel, or your CRM of choice)
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User roles, permissions, workflows & dashboards
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Integrations (email, calendar, payments, marketing, support)
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Data migration & post-launch adoption support
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Sales process automation & lifecycle optimization
🔹 What’s Excluded:
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Data cleaning, deduplication, or restructuring of legacy files (can be scoped separately)
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Business process reengineering (available in advanced packages)
Ideal For:
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✅ Businesses launching their first CRM
✅ Teams upgrading or switching platforms
✅ Organizations seeking a unified customer view
Results You Can Expect:
🚀 Faster onboarding | 📊 Consistent reporting | 🤝 Stronger team alignment
Get started with a consultation → we’ll assess your current setup and propose the best path forward.
