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MARKETING AUTOMATION SERVICES

Salesforce Onboarding & Implementation

CRM 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

  • Review of existing CRM status
  • CRM mapping
  • Third-party Salesforce sync
  • Migration from old CRM
  • Dashboards & reporting setup
  • On & off-site training sessions
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