Salesforce Consulting from an experienced team of Certified Administrators

We can help you tie systems and processes together seamlessly, establish effective metrics and reporting for leadership, and improve ROI on your operational and technological infrastructure to drive sales and marketing goals. Our consultants ensure your Salesforce implementation or customization works for your technology stack, methodology and team requirements.

How We Help You

The Yetis are here to help you reach your goals. You might need to launch a new Salesforce portal, overhaul your current system, or do some fine-tuning. You may just need a set of extra hands for a specific project. Let’s discuss how our deep knowledge of Salesforce can support all of your projects.

Salesforce Technical Assessment

Our certified specialists review your Salesforce CRM to make sure you’re getting the most out of your Salesforce Sales Cloud investment.

New Salesforce Implementation

If you haven’t connected your Marketing Automation software to Salesforce yet, we will plan and execute so that your integration launches smoothly.

Salesforce Technical Assessment

Our certified specialists review your Salesforce CRM to make sure you’re getting the most out of your Salesforce Sales Cloud investment.

Create a Demand Generation Ecosystem®

Define your ideal Demand Generation Ecosystem and discover how to optimize sales and marketing software and processes to meet your revenue goals.

HubSpot-Salesforce Management

If you haven’t connected your Marketing Automation software to Salesforce yet, we will plan and execute so that your integration launches smoothly.

Salesforce pipeline Management

Uncover missing prospects, understand their progression through the buyer’s journey, and see the results of your sales and marketing programs.

Salesforce Campaign Management

We will work with your organization to prepare, launch, track, and measure your Salesforce campaigns.

Build end-state Dashboards and Reports

Improve transparency across your organization with full-funnel, end-to-end reporting based on analytics you can trust.

Create a Revenue Operations Ecosystem™

Close gaps across people, processes, systems, and data by aligning your Marketing, Sales, and Customer Service teams under a unified RevOps structure.

Continuous Optimization Program

Your company’s needs are unique, so we customize agreements based on your requirements and budget. Continuous Optimization Program engagements range from 3 to 12 months.

Support Sales Operations

Improve transparency across your organization with full-funnel, end-to-end reporting based on analytics you can trust.

How We Do It

Align Data With Your Marketing Automation System

Part of a sound integration is making sure your fields are in lock-step with your Marketing Automation system.

Build a Conversion Process That Works For Your Business

Without an efficient process for converting leads to revenue, you won’t be able to achieve your objectives. We don’t underestimate the value of process, and neither should you.

Sync Data Across Leads, Contacts and Opportunities

Once valuable data lands in Salesforce, we’ll make sure it gets where it needs to go to help you see results.

Lead Assignment Rules

You’re generating great leads and those now need to be delivered. We’ll get our logic on to ensure your leads find a home with their rightful owner.

Marketing Attribution Reporting

Which campaigns produce the best leads and the most revenue for your company? Our Jedi-like Yetis can help you find the droids you’re looking for.

Sales Performance Reporting

We love Sales executives, too! Let us shed light on how your salespeople are doing with new processes and converting leads to closed business.

Our Methodology

1

Listen to Your Needs

From initial contact through project completion, solving your Salesforce problems is our primary focus.
2

Audit your ecosystem

We review your tech stack, create recommendations, and build a roadmap to help you achieve your Salesforce goals.
3

Prioritize implementation

We work with your team to build a project plan for rolling out processes, technology, and training after implementation.
4

Build your ecosystem

Our Salesforce experts do the implementation heavy lifting and work with your teams to get your systems in perfect harmony.
6

Years as a Salesforce Consulting Partner

10+

Years experience – North America based team

97%

Client Retention Rate

Why work with us?

MRM is a Certified Salesforce Administrator partner specializing in complex technical configurations, quick implementation turnarounds, and long-term Salesforce technical consulting. We have extensive experience designing and implementing Salesforce to align to key organizational processes.

We Can Move at Your Speed

Whether you need a lightning-fast Salesforce implementation, or a long-term partner, we can help you accomplish all of your needs — at your pace.

We like technical stuff

We can handle any implementation—regardless of complexity—no matter what tech is involved or what stage your configuration is in.

We know your industry

B2B is our focus and we love solving technical problems. We know how to get results, no matter the vertical.

Our Work Speaks
For Itself

Talk to an Expert Yeti

Fill out the form to the right to talk to one of our expert Yetis about how we can help you and your company with your demand generation needs.
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