Salesforce CRM Consulting
Get Salesforce set up the way your sales process actually works.
Book this engagement$497 · one-time
Who this is for
Teams using or moving to Salesforce whose pipeline stages, fields, reports and automations don't match how they really sell.
What you get
- CRM process review: how leads, opportunities and accounts flow today
- Object, field and pipeline-stage recommendations mapped to your sales process
- Automation and assignment-rule plan (what to automate first)
- Reporting and dashboard blueprint for pipeline, activity and forecast
- Implementation checklist you can hand to an admin or have us execute
How it works
- Step 1Discovery call and read-only access to your org (or your current CRM export)
- Step 2We review configuration, data and process (5 business days)
- Step 3Delivery call with the recommendations and the checklist
Salesforce CRM Consulting
$497
One-time engagement. Fixed scope, fixed price, delivered by Insight Marketing Tech.
Questions
We haven't bought Salesforce yet — is this still useful?
Yes. We design the setup before you build so you avoid the expensive rework.
Do you do the implementation?
This engagement is the plan. Implementation is quoted separately once you have seen it.
Which Salesforce editions?
Sales Cloud and Service Cloud, Essentials through Enterprise.
Ready to start?
Book the engagement and we will schedule your kickoff call within 2 business days.