The CRM Firm

Integrity. Intelligence. Initiative.

3261 Traver Dr, Broomfield, CO 80023

Phone: +1 720 900 1CRM (1276)



Salesforce® Quick Start Implementation


Is your growing business ready for Salesforce®? If so, our Quick Start package is exactly what

you need to get your CRM system off the ground in just a few short weeks. What’s Included:

Discovery & Business Process Review

A Salesforce Certified Consultant will meet with you to determine the set of business processes, define roles and responsibilities as well as schedules and timelines. We’ll work with you and your team to understand your needs and propose a configured solution to meet them.

Development & Configuration

Based on the findings of your Discovery, we’ll set up and configure your Salesforce® solution. This includes security configuration and user setup, as well as implementing custom fields, views, reports, templates & page layouts.

End User Training & Go-Live Support


We’ll cover key concepts, how Salesforce® manages data, and best practices on quickly finding, creating and updating records. We’ll show your end users how Salesforce® can make them more productive and successful. Rest assured that on your go live date our staff will be there to help and support you and your team to ensure the best possible solution from day one.