A thorough review of your current system setup and configuration.
Set up a new system the right way, the first time.
The right software integrations to make your CRM 10x better.
Merger, acquisition or switch to a new platform - we bring rigorous planning coupled with experience.
Oftentimes, training and documentation are an afterthought. We build it in from Day 1.
Maximize your CRM investment with ongoing optimization and support.
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
Strategic Planning
Your company strategy should drive your technology, not the other way around. We help you create a roadmap for the short & long term.
Simplicity as a value
Our values guide us, and we reduce complex architectures to their simplest forms. Ineffectiveness is masked by complexity,
Efficiency matters
Many partners have a rotating cast of people. We don’t. You’ll have one Solutions Lead, wholly accountable for your success and the management of the other consultants.
Project management
Everpeak utilizes project management software so that you see what has been finished, what’s in process, and what’s up next.
Straight Talk
Our job is to make sure you know what you don’t know. We build what you want – but most importantly, we tell you what you need.
Ready to Climb Higher?
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Phone : 971-236-3790
2000 NE 42nd Ave, Suite #1028
Portland, OR 97213
1 East Erie St, Suite 525
Chicago, IL 60611