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.
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 know your industry
B2B is our focus and we love solving technical problems. We know how to get results, no matter the vertical.
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.
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.
Improve existing Salesforce instance
If you’re experiencing challenges or looking for improved ROI, we can take a look under the hood and provide best-practice recommendations.
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.
We are an AIC (Advanced Implementation Certified) HubSpot partner with over 10 years of experience seamlessly connecting Salesforce and HubSpot.
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
Build lead assignment rules, processes and flows to automate sales tasks, and improve the flow of data across Salesforce and any other sales technology your team uses.
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.
Listen to your needs
From initial contact through project completion, solving your Salesforce problems is our primary focus.
Audit your ecosystem
We review your tech stack, create recommendations, and build a roadmap to help you achieve your Salesforce goals.
We work with your team to build a project plan for rolling out processes, technology, and training after implementation.
Build your ecosystem
Our Salesforce experts do the implementation heavy lifting and work with your teams to get your systems in perfect harmony.
Years as a Salesforce Consulting Partner
Years experience – North America based team
Client Retention Rate
See what others love about MRM
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Talk to a Salesforce Yeti