Salesforce Consulting
Want Salesforce to finally make sense and get all that ''ROI'' they promised? We'll check all those boxes off.
How it works
Step 1
Consultation Call
We hop on a call to discuss your goals and how we can achieve them together.
FAQ
Here are some common questions and answers about our Salesforce Consulting service.
How much does it cost?
Projects are bid on a case-by-case basis. Retainers start at $6,000/month and go up from there. We'll discuss your needs and come up with a plan that works for you.
How is the work tracked?
We use Jira for project management and time tracking. You'll have access to your project and can see all the work being done in real-time.
What are some common tasks?
We have a checklist of reports, dashboards and automations that everyone deserves. We start there, getting you up to speed and then move on to more advanced tasks.
What are some interesting things you have built?
A cadence system for automatically texting and emailing leads on a schedule. A web scraper that pulls Freddie Mac rates daily. A ROI calculator that allows sales reps to see the value of a property deal. A performance improvement program that tracks sales rep performance and suggests improvements. Many others have been done too!