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    • Home
    • Services
    • Packaged Offerings
    • Advisory Services
    • Products
    • Partners
    • Blog
    • Reviews
    • Contact
  • Home
  • Services
  • Packaged Offerings
  • Advisory Services
  • Products
  • Partners
  • Blog
  • Reviews
  • Contact

CRM Experts

We got this

With over 15 years experience, CRM Assist can guide you on your CRM journey.  Our core belief is that CRM should be a tool not a task.  We focus on features that will save your sales people time and effort.  

Our Approach

Crawl, walk, run...

At CRM Assist, our approach to CRM implementation is to ensure a successful adoption by your sales organization. 


We will take a crawl, walk, run approach, starting with clearly defined goals tied to a multi-phase strategy. 

Data

Data migration & enrichment

We will help you migrate your customer information any source.  

Missing emails, phone numbers or titles? We can enrich your data  to improve data quality and reliability.

Training

Ready, set, go...

The CRM Assist training program is designed to equip your team with the necessary skills to maximize the potential of your CRM system.


Our training approach focuses on activity-based learning, ensuring that your users are fully engaged and able to apply their knowledge effectively. 

Implementation Packages

Starter Lite - $3000

Starter Lite - $3000

Starter Lite - $3000

  • Map Sales Process
  • Migrate Data
  • Train the trainer 
  • Follow Up in 2 weeks
  • Email/calendar Integration 


Project Duration:  2-3 weeks 

Starter - $5000

Starter Lite - $3000

Starter Lite - $3000

  • Basic +  
  • Products and Price Books
  • Quotes
  • 2 follow up workshops


Project Duration:  3-5 weeks 

Starter + - $9000

Starter Lite - $3000

Starter + - $9000

  • Standard
  • Auto lead assignment
  • End user training
  • Reporting workshop
  • Low code integration up to 2 aps (e.g. Google Meet, Microsoft Teams, Zoom, Docusign)


Project Duration: 4-6 weeks

Contact Us

Drop us a line!

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