Top Rated Salesforce Consultant

Migrate from Spreadsheets to Salesforce

Standard or Custom Packages for Migrating from Spreadsheets

Why Migrate from Spreadsheets?

Sales experts would never recommend using spreadsheets in place of a CRM solution. Spreadsheets make it incredibly difficult to organize lead data and coordinate sales activity across your organization. A CRM is the solution to this problem and is well worth the cost.

Features

  • Standard Features
  • Custom Options Available
  • Built-In Strong CRM Customizations
  • We install our pre-built customizations into every instance during a migration
    • Playbooks
    • Rollup Code
    • Renewal Tracking

Migrate From Spreadsheets Pricing

3 Different Packages

Basic

For startups and early stage orgs looking to get started with basic Salesforce implementations

$10,000

Standard

For early stage and mid stage orgs with a sophisticated stack and more advanced customization needs

$14,000

Custom

For mature orgs looking to scale by implementing fully-customized Salesforce solutions

$18,000+

Services

  • Implementation

    From CRM to Marketing Automation to Sales Execution, our team of experts will configure your revenue engine to drive results and maximize pipeline growth.

  • Managed Services

    Our expert-led Managed Services offer you a team of Revenue Leaders, Salesforce Developers, and RevOps Specialists for less than the price of a single full-time employee.

Lead Lifecycle Template

Our tried-and-true lead lifecycle optimization template has increased pipeline revenue by as much as 40% at organizations like yours

Resources

  • Blogs

    The Scalable Way to Create Roll-Up Summaries Using Salesforce Flow

  • Salesforce Rollup Code

    The Scalable Way to Create Roll-Up Summaries Using Salesforce Flow

FAQs

What’s wrong with Spreadsheets?

Sales experts would never recommend using spreadsheets in place of a CRM solution. Spreadsheets make it incredibly difficult to organize lead data and coordinate sales activity across your organization. A CRM is the solution to this problem and is well worth the cost.

Why should I pay for a CRM solution?

Modern sales teams leverage technology to close deals. Bringing your entire tech stack and sales engine together under one roof, supported by automation, will increase productivity across all your revenue-generating teams and increase your pipeline. Spreadsheets won’t cut it in today’s competitive landscape.

Ready to Unlock the Full Power of Your Salesforce?