Expert Salesforce Implementation
Let us put the power of A.I., unified data profiles, and seamless automations to work for your business.
Our Salesforce Implementation Services
Reduce inefficiency and drive growth for your business by partnering with True Co. to streamline your systems using Salesforce, the world’s most powerful CRM.
Our implementation consultants have the knowledge, experience and dedication to help businesses like yours transform processes, enhance customer experiences, and achieve measurable results.
Salesforce Consulting
We begin by getting a clear understanding of your business goals, challenges, and processes. Our consulting services include:
Business process analysis
Salesforce solution architecture
ROI and success metric planning
Salesforce Implementation & Configuration
From initial setup to advanced configurations, we ensure Salesforce aligns seamlessly with your operations. Our implementation services include:
Salesforce platform setup
Custom object and workflow creation
User interface personalization
Salesforce Data Migration
Clean, accurate data is essential. We ensure your data gets where it needs to go without duplicates, gaps, or extended downtime. Our data migration services include:
Secure data migration from legacy systems
Data cleansing and mapping
Integration with third-party applications
Salesforce Integration Services
Connecting Salesforce to your other tools creates a cohesive tech ecosystem that improves efficiency and positions your business to thrive. We specialize in:
API integrations
ERP and CRM connectivity
Real-time data synchronization
Salesforce Training & Support
Employee adoption is key to a successful digital transformation. We empower your team to make the most of their new tools by providing:
Customized training sessions
Documentation and user resources
Ongoing user support
Ready to discuss streamlining your Salesforce setup?
Schedule a call with one of our experts.
Too many Salesforce consultants overpromise and underdeliver.
Our team is certified, knowledgeable, and committed to delivering software solutions tailored to your unique needs.
Whether you're a small business seeking efficiency or an enterprise looking for advanced analytics, you can count on us to be a true partner, committed to your success.
Working with Us
Whether you choose a convenient quickstart package or a fully custom implementation, we believe clear communication and a transparent process should be top priorities.
Every True Co. project advances through three phases:
Phase I: Analysis
We'll assess your current set-up to identify obstacles, define critical tasks, and create a clear optimization strategy.
Phase II: Implementation
We’ll set up your new and improved systems, oversee necessary data migration, and handle any troubleshooting.
Phase III: Enablement
We’ll onboard and train your team to use their new tools, empowering them to reach targets and drive growth.
Our Implementation Packages
Salesforce Quickstart
Switching from a legacy CRM to Salesforce? Cut your digital transformation time in half with this easy onboarding package.
Let True Co. help you hit the ground running with your new Salesforce setup. This package includes:
Asynchronous setup for Lead, Account, Contact, Opportunity, & Quotes.
Direct connection between your business’s website & Salesforce
Connection between your email service provider & Salesforce
Sales optimization inside of Salesforce to manage Leads & Opportunities
Up to three training and support sessions for you and your team
Personalized assessment of future system optimization opportunities
Investment: $7,500
Marketing Cloud Quickstart
Turn insights into action and connect instantly with your audience with this convenient implementation package.
Build stronger customer relationships with Marketing Cloud implementation support. This package includes:
Initial discovery meeting to discuss scope, email configuration, and audience definition
Configuration of up to 15 emails, 5 audiences/data extensions, and 3 customer journeys
Configuration of Sender Authentication Package (SAP)
Connection to Salesforce Sales Cloud
Setup for 3 standard reports for emails
Post-implementation stakeholder onboarding session
Roadmap assessment of future Marketing Cloud optimization opportunities
Investment: $10,000
Enablement Retainer
Uncover the quick wins already waiting for you in your business with this bite-sized enablement retainer.
See how small steps can make a big impact with True Co’s ongoing enablement services. This package includes:
Identification of a new optimization opportunity each month within your existing systems
Implementation of changes or employee training necessary to capitalize on it.
Wins stack up over time, enabling your business to run more efficiently and scale confidently.
Monthly Investment Starts at $1,000
Custom Implementation Package
Avoid technical debt and invest in long-term success with a fully customized implementation package.
Tailor your system to your needs right from the start with custom implementation support. This can include:
Business process analysis & solution architecture
ROI and success metric planning
Salesforce platform setup
Custom object and workflow creation
Secure data migration from legacy systems
Data cleansing and mapping
Integration with third-party applications
API integrations
ERP and CRM connectivity
Real-time data synchronization
Customized training for key stakeholders
Investment starts at $30,000
