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CRM Implementation Services

We get it right the first time. Go live in 2 weeks.

Deployed over 10,000 CRM’s for businesses across all industries.

Ramp Up

$3,500

CRM implementation and adoption services:

Sales Operations Playbook

  • Success criteria to measure impact of CRM roll-out.
  • Pre-sales operations process.
  • Post-sales operations process.
  • Industry best practices for employee adoption.

CRM implementation

  • Sales pipeline stages.
  • Custom fields.
  • Revenue types.
  • Email & calendar sync.
  • Email templates.
  • Tasks & activity templates.
  • Workflow automations.
  • Excel & Google Sheets integration.
  • Post-sale customer management set up.
  • User roles & teams.

Advanced Integrations

  • API consultation & guidance.
  • Web-to-leads consultation & guidance.

Training

  • Admin onboarding training.
  • Employee onboarding training.
  • Recording of all training sessions for future use.
  • 30 & 60-day check-in on employee adoption to ensure success criteria will be met.

Raise the Bar

$7,000

CRM implementation, adoption, and data migration services:

Sales Operations Playbook

  • Success criteria to measure impact of CRM roll-out.
  • Pre-sales operations process.
  • Post-sales operations process.
  • Industry best practices for employee adoption.

CRM implementation

  • Sales pipeline stages.
  • Custom fields.
  • Revenue types.
  • Email & calendar sync.
  • Email templates.
  • Tasks & activity templates.
  • Workflow automations.
  • Excel & Google Sheets integration.
  • Post-sale customer management set up.
  • User roles & teams.

Advanced Integrations

  • API consultation & guidance.
  • Web-to-leads consultation & guidance.

Training

  • Admin onboarding training.
  • Employee onboarding training.
  • Recording of all training sessions for future use.
  • 30 & 60-day check-in on employee adoption to ensure success criteria will be met.

Data services

  • Data consolidation & migration.
  • Data cleansing & deduping.
  • Data mapping to CRM custom fields.
  • Data import.

Rainmaker

$10,000

CRM implementation, adoption, data migration, and a dedicated admin for ongoing changes post-rollout:

Sales Operations Playbook

  • Success criteria to measure impact of CRM roll-out.
  • Pre-sales operations process.
  • Post-sales operations process.
  • Industry best practices for employee adoption.

CRM implementation

  • Sales pipeline stages.
  • Custom fields.
  • Revenue types.
  • Email & calendar sync.
  • Email templates.
  • Tasks & activity templates.
  • Workflow automations.
  • Excel & Google Sheets integration.
  • Post-sale customer management set up.
  • User roles & teams.

Advanced Integrations

  • API consultation & guidance.
  • Web-to-leads consultation & guidance.

Training

  • Admin onboarding training.
  • Employee onboarding training.
  • Recording of all training sessions for future use.
  • 30 & 60-day check-in on employee adoption to ensure success criteria will be met.

Data services

  • Data consolidation & migration.
  • Data cleansing & deduping.
  • Data mapping to CRM custom fields.
  • Data import.

Post implementation

  • Ongoing CRM changes post initial implementation.
  • VIP support with dedicated Slack channel.
  • Unlimited training sessions for new & existing employees.
  • Quarterly business review to ensure high employee adoption, success criteria is being met and ongoing value of CRM is being realized.

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