Whether you are setting your CRM strategy, implementing your CRM system or working within an existing CRM system, Roycroft Technology Partners has over 5 years experience with Customer Relationship Management. Let us help you optimize, manage and evolve your CRM.

Data Migrations

Need to do a one-time migration of data or need to establish an ongoing process for data into or out of Salesforce?

Roycroft Technology Partners can help support you with your CRM data migration needs.

CRM Implementation

Have a new Sales Cloud org and need it configured?

Go live in early as 4 weeks with our Quick Start Package. It includes Project Kickoff and Business Process Review, Lead Personalization, Account configuration, Contact Customization, Opportunity Configuration and Salesforce training. Once the engagement is over, take advantage of our CRM Administration package.

CRM Health Check

Need a health check on your existing system? We are happy to help!

We will look at duplicate accounts, contacts and opportunities, objects to be retired to optimize your data storage and make recommendations on the actions you should take.

CRM Administration

Have an existing org and need someone to provide you and your users support?

We will manage users and security, add new fields, flows and objects as required, answer you users questions and train them on new functionality we implement. Monitoring key data fields for accuracy.

Print for your team

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