Top Rated Salesforce Consultant

Migrate to Salesforce

Standard or Custom Packages for Salesforce Migration

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

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Migration 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

How do I know if I need to Migrate to a new CRM?

As your company grows, your current CRM can become obsolete fast. You need a CRM that is customized for your operational needs and is capable of scaling your sales, marketing and customer success engine to maximize growth.

How do I Migrate CRMs?

A CRM migration can get complicated. It involves transferring massive amounts of data, setting up various user profiles, and creating complex automated sales and marketing flows. Consulting with a Salesforce partner is a great approach to tackling a migration.

Will a CRM migration disrupt our sales and marketing operations?

A CRM migration can be done over the course of a few weeks, with little to no disruption of your business operations. Once everything is migrated over and set up properly, you can simply move your users to the new CRM instance and start reaping the benefits.

Ready to Unlock the Full Power of Your Salesforce?