Inefficient data management

leading to inaccurate insights.

Complex, disjointed processes

that slow down productivity.

Integration issues

between CRM and other tools, causing bottlenecks.

You need a CRM. But do you need a full-time admin to maintain it? For your sake, we hope not. The average salary for a CRM admin is $98,862. Before you hire, consider our flexible month-to-month pricing to complement your team:

• Day-to-day admin of the CRM environment, including user account maintenance, reports and dashboards, automation, and other routine tasks
• Optimize sales, marketing, and customer success processes, including lead management, opportunity management, and customer retention
• Security setup (i.e. Profiles, Roles, Permissions, Sharing Rules)
• Data imports, clean-up, and normalization
• 1:1, train-the-trainer, and team training sessions
• 3rd party vendor selection and integrations
• Surfacing the latest product releases and AI (artificial intelligence) functionality

Phone : 971-236-3790

2000 NE 42nd Ave, Suite #1028

Portland, OR 97213

1 East Erie St, Suite 525

Chicago, IL 60611