Launch with Salesforce
New to salesforce? Let’s build your success, step by step!
Salesforce Adoption Specialists

- Salesforce is new to me – I don’t know what I don’t know.
- Struggling with inconsistent sales results or process.
- I don’t have anyone to set up Salesforce.
- I have no one to train or onboard my users.
- I don’t have anyone to manage it ongoing.
With Focus CRM, we help you build a scalable, repeatable, and data-driven sales process in Salesforce—so every rep follows the same winning playbook, to help you close more deals, faster!
Salesforce Adoption Specialists

Our Clients
Build a Duplicable Sales Process with Salesforce
No more scattered excel sheets
Gain real-time visibility into your leads and pipeline activities, avoiding delayed or inaccurate reporting, while reducing the risk of losing vital relationships when key team members leave.
Slash onboarding time for new hires and sell faster
New sales reps hit the ground running with immediate access to all necessary tools and data, allowing them to accelerate business and pipeline development.
Empower accurate forecasting
Equip you and your reps with personalized dashboards to quickly identify neglected accounts and prioritize key contacts, arming management with the sales activity & pipeline data for accurate forecasting.



How we do it
Build, Launch, and Thrive with Salesforce—We’ve Got You Covered!



Have meaningful data you can understand and apply
Unlock insights that drive smarter marketing and sales decisions
Identify which lead sources are producing the highest-quality leads & converting at the best rates. Pinpoint which products, industries and geographies are generating the most success.
Spike roi on marketing efforts
Segment and categorize each contact to ensure personalized, relevant communication, enhancing engagement and conversion rates.
Reduce inbound support requests and boost customer referral rates
Track customer complaints, enabling faster visibility & resolution and preventing issues from escalating – reducing the risk of customer churn.
What you can expect
- Step-by-Step Sales Stages – Standardized lead-to-close workflows for consistency.
- Automation & Lead Management – Assign, track, and nurture prospects without manual effort.
- Pipeline Visibility & Reporting – Real-time insights to optimize team performance. Salesforce.
- Salesforce Training & Adoption – Ensure your team actually follows the process and maximizes Salesforce.
The Result? A predictable, scalable sales engine that converts more leads into revenue—without chaos.

Implementation tailored to businesses of all sizes and scopes
Committed to Excellence, Obsessed with Your Success
- Leads
- Accounts & Contacts
- Opportunities
- Reports & Dashboards
- Leads
- Accounts & Contacts
- Opportunities
- Quoting
- Custom Reports & Dashboards
- Leads
- Accounts & Contacts
- Opportunities & Quoting
- Customer Service (Cases)
- Custom Reports & Dashboards
Sales Jump Starter
Sales Essentials
Sales & Service

Salesforce Success Doesn’t Stop at Go-Live —Let’s Keep It Working for you
Implementing Salesforce is just the beginning. Without ongoing training, support, and optimization, even the best system can lose its impact. Our managed services ensure your team stays engaged, your data stays accurate, and your processes stay efficient—so you get continuous ROI.
Keep Salesforce Running Smoothly – Explore Ongoing Support

What our clients say
We were at the point where we thought CRM wasn't going to work for us, maybe our business was too complex to fit into CRMs. This was our third attempt at working with a partner and with focus and diligence we’ve arrived to where the CRM reflects the KPIs that reflect our business strategies and tactics. Thank you to Lisa and the team at Focus!