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Salesforce Managed Services

At Focus CRM, we deliver top-tier Salesforce solutions tailored for small and mid-sized businesses across North America. As a trusted Salesforce Partner, we specialize in Salesforce Implementations, CRM Strategy & Planning, and serve as your outsourced Salesforce department. Our expert team of Salesforce Consultants, Trainers, System Administrators, and Developers takes full ownership of all tasks a full-time, in-house Salesforce Manager or System Administrator would handle, providing you with enterprise-level expertise at a cost-effective rate.

With over two decades of experience, we have a deep understanding of business processes and analytics, ensuring your Salesforce is optimized to drive growth and efficiency. Partner with Focus CRM to unlock the full potential of your Salesforce investment.

Sales Process Consulting

Building a sound foundation for your Salesforce platform begins with having the right sales process in place that drives your organization’s data flow. Our experience has shown that many organizations lack a unifying sales process and is a primary reason for Salesforce implementation failure. With our expertise, we will help you choose the best processes for your sales organization’s specific needs and then streamline and modify them to improve workflow throughout.

Implementations & Administration

Our team, equipped with extensive technical knowledge and years of administering Salesforce, are ready for any challenge from basic requirements of object field and page layout design to more complex and unique requirements pertaining to flows, templates and automation.

Process Improvements/ Automation

Our natural desire is to learn your business inside and out. By working intimately with each of your Salesforce users, we will uncover productivity improvements areas to remove the duplication of work, streamline processes and automate those areas that don’t require human capital. With Salesforce, working smart and productive is a requirement.

System Integrations

With so many systems being used to run your business, your team struggles to work smart and productive. Duplication of data between Salesforce, your ERP, your financial system, etc. is a thing of the past. Today, connecting your platform is a must and with our knowledge and expertise we will guide you through the process of options, implementation and deployment.

Account Engagement / Marketing Automation  

Looking to take your Marketing to the next level, as Account Engagement customers ourselves we are excited to show others on how to build and manage customer journeys. We will support you from Set up to Onboarding and ongoing training. (Formally known as Pardot)

Analysis & Insights

With a wealth of data being captured in Salesforce, ensure this information is working for you. We will assist you in gaining instant insights into the past, present and future by developing meaningful key performance indicators (KPI’s), creating robust reports and dashboards and auditing for data integrity.

Salesforce Training & Support

Operating Salesforce as a platform requires ongoing support.

• How does Salesforce evolve after the initial launch?
• What other business challenges are we expecting the platform to solve?
• Who will address the many questions users will have each day?
• Who will onboard new users?
• Who will motivate and support existing users as transform their habits and behaviours?
• Who will monitor the tool for data integrity?
• Ultimately, who will run your Salesforce platform?

We can!
With a wealth of data being captured in Salesforce, ensure this information is working for you. We will assist you in gaining instant insights into the past, present and future by developing meaningful key performance indicators (KPI’s), creating robust reports and dashboards and auditing for data integrity.

Not Sure What To Do?

Let us come in and look at your sales organization.
We’ll talk to your team, understand your needs and design a go-forward plan.

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HAPPY CUSTOMERS

What our Clients say About us

Working with Lisa, Kyle and Bruno has been an absolute pleasure. They understood what our vision was, and they were able to deliver exactly what we had in mind. Their team is extremely knowledgeable and offered great support and creative solutions throughout the entire process. They are all very detail-oriented and constantly followed up when they said they would.

Ahmad AssaadService Manager, Timberland Equipment

Adam has a deep understanding of Salesforce and has provided outstanding support, helping us customize this software to add significantly more value to our company. Adam is a pleasure to deal with, understands our business, provides solutions, and can be relied on to get the job done in a timely manner.

Steve EksteinExecutive Vice President, Weston Forest Products

Wanted to reach out and express our appreciation to the Focus team, for your dedication of being our “personal trainer” for our Axis Communications team, for the purpose of become proficient with SalesForce. Axis Communications has made significant progress during our time together, and now we are in a position for SF.com to be a productive and effective tool for us.

Dave TynanBusiness Area Director

The transition was seamless. My team is really engaged and they like working with Sarah. She understands our business model very well and she is always open to suggestions, recommendations, and she experiments with new ways to reach to my team.

Support is great; we have unlimited support from your team if my people have any questions or if they need more training on a specific topic.

Fernando EstebanAxis Communications

In my 12 years as a business owner, I’ve met few are as organized and effective as Donna. She approaches every day with a high level of energy and passion. This coupled with her sound analytical skills, make her an invaluable asset. During the last 3 years Donna was the lead in implementing a CRM system, taking our sales team to a new level.

Debbie ChowOwner, Auraline Beauty Inc

We were not disappointed. The Focus team took our sales back to basics with clear, concise and practical approach to Salesforce.com. The day course presented by Steven Wright and Lisa Rodrigues helped our new recruits understand the program and gave our experienced reps a new found clarity and…..FOCUS. Focus worked hard to understand our business, the strengths of each team member and the challenges of varied skills sets. The result: Success!

Debbie ConzelmannCEO, King Cole Ducks

Lisa is an excellent trainer. Her ability to walk through the many areas of sf.com at every individual’s pace allows for superior content learning. Having gone through training sessions with Lisa, I know firsthand that post training content retention is really high.

Mike MohauptDirector of Sales and Marketing, Samco Machinery

Lisa is a detail-oriented manager that kept everyone focused and on their timelines. She was always available for questions, easy to work with as her input is straight forward and honest. It has been a pleasure.

Mike DeckertVice President, Flo Components

I have had the pleasure of working with Lisa for close to a year now and she is the ultimate professional. She is a great listener and is quick to report back with solutions. If it’s results that you’re looking for then Lisa is the person for you. As for her attention to detail…I have yet to meet her equal.