MARKETING AUTOMATION SERVICES
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
Salesforce Onboarding & Implementation
$5,000 & up
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CRM mapping
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Third-party Salesforce sync
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Migration from old CRM
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Dashboards & reporting setup
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On & off-site training sessions