866-330-8263 | Charlotte, North Carolina

Salesforce Consulting & Training

We understand the difficulty of configuring Salesforce to meet the specific needs of your company in order to do business effectively and efficiently. That is why we have built a reputation of excellence in Salesforce customization and platform integration for businesses across the nation.

At HomeStretch Marketing, we’ve built our CRM expertise as a Salesforce consulting firm in Charlotte, NC, by partnering with companies that need highly-customizable CRM solutions to meet their business demands. Through our Salesforce consulting process of business mapping, formalized recommendations and implementation, your business will have increased insight into all aspects of your business.

A Holistic Salesforce Consulting Approach

Our approach to Salesforce consulting begins with learning the unique needs of your business operations. We believe that CRM should be used to increase efficiency and insights into your business to drive more sales. We ensure your team is equipped to use Salesforce effectively and efficiently for your ongoing business needs.

End-to-End Business Process Mapping

Time and time again we see business processes undermining proper CRM usage. By mapping your sales and marketing processes from start to finish, we recommend process optimizations and areas for automation and workflow with our Salesforce consulting.

Marketing Automation Integration & Other APIs

Being able to “play along” with the other platforms you need to run your business is critical for CRM. Our team of Salesforce developers work to seamlessly integrate marketing automation platforms, like Marketo, with Salesforce. We also integrate several other sales enablement tools within Salesforce.

Ongoing Salesforce Administration

For ongoing Salesforce consulting, management and support, we offer Salesforce administration services that span from conducting monthly maintenance to playing an active role on your team as the Salesforce expert and point person. Learn more!

We work with you to customize and configure Salesforce to run smart for your business. Through customizations and API integrations to pull in data from other platforms, our team of Salesforce consultants can work with you to configure Salesforce to work more efficiently and effectively for your business.

Contact us today and tell us about your business needs. We will be in touch to schedule a call to discuss next steps.

Salesforce Consulting & Training in Charlotte, NC

We’re located in Charlotte, North Carolina and work with clients nationwide – from the Carolinas to California. Get started today with our Salesforce CRM services to make your business run more smoothly, allowing you to focus on the things that really matter: your products, services, and all of those new customers.