Salesforce Onboarding & Implementation

Our Salesforce Implementation Plan

Connecting your CRM to your marketing automation can give you a much wider view of look the lead's lifecycle. We are here to help you implement CRM correctly and efficiently.

Our plan includes:

• Review of existing CRM status, discussion with the relevant teams, and building an implementation plan
• Mapping the relevant processes, fields, journeys, and CRM limitations
• Third-party salesforce sync planning (and execution)
• Migration from old CRM platforms
• Dashboards & reporting setup
• On & off-site training sessions