The Challenge
Client Relationship Platforms (CRMs) are used by over 94% of all businesses and non-profits. Yet, the majority find:
Inefficient data management leading to inaccurate insights.- Complex, disjointed processes that slow down productivity.
- Integration issues between CRM and other tools, causing bottlenecks.
The Solution
Re-thinking your CRM and data according to your organization’s unique assets.
Aligning tech with how your team actually works; reports and dashboard to make the job easier.
Empowering your team with the right tools and automations.
Making your tech stack seamless and efficient; key software functions all in one place.
Implementation
There are many CRM platforms – all with unique strengths and weaknesses.
Everpeak ensures that customers have the information to make an informed decision on the CRM best for their business – as well as complementary software integration for Sales Ops, Marketing Ops, Customer Success, and FP&A.
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"Everpeak solved all our problems and helped automate our sales process. Their communication was top notch, and we have now entered the best sales season for the season for the second year in a row."
#1
Since 2008, Client Relationship Management (CRM) software has been the #1 fastest growing software category every year. Why? Because your CRM matters. Salesforce was the first cloud-based CRM and still holds the highest market share.
...CRMs drive growth.
Whether selecting a CRM for the first time or evaluating a switch to a new CRM platform, Everpeak ensures that its customers are positioned to operate smarter and win more deals with their CRM.
Optimization
65% of professionals say their CRM is confusing or at-best “tolerable.”
Does your CRM feel like it’s slowing you down? You’re not alone. CRMs are subject to entropy – the natural state over time is disorder. Your success should not be despite technology. Your success should be driven (and measured!) with technology.
"We used Salesforce for years, but the Everpeak team helped us get the most out of it and bring our sales team to a new level of efficiency."
Do you have Salesforce but want to make it better?
Administration
Maintaining excellence is not passive.
Effective CRM administration requires both technical expertise as well as a Revenue Operations playbook. Th right CRM architecture combined with the right know-how results in a technology stack will:
Increase efficiency Accelerate growth Reduce costs
Everpeak supports organizations in effectively maintaining their CRM and larger technology stack.
Fractional CRM Admin
You need a CRM. But do you need a full-time admin to maintain it? For your sake, we hope not. The average salary for a CRM admin is $98,862. Before you hire, consider our flexible month-to-month pricing to complement your team:
An expert 3rd party perspective based on repetition and multiple use cases
An admin who can instantly pull in other subject matter experts
Complement your team
Cost-savings both in labor as well as software recommendations with long-term implications
Benefits of an admin who can seamlessly interface with RevOps and related teams
What's Included?
- Day-to-day admin of the CRM environment, including user account maintenance, reports and dashboards, automation, and other routine tasks
- Optimize sales, marketing, and customer success processes, including lead management, opportunity management, and customer retention
- Security setup (i.e. Profiles, Roles, Permissions, Sharing Rules)
- Data imports, clean-up, and normalization
- 1:1, train-the-trainer, and team training sessions
- 3rd party vendor selection and integrations
- Surfacing the latest product releases and AI (artificial intelligence) functionality
The Revenue Climber
Everpeak’s bi-weekly newsletter offers revenue leaders free How-To guides, software recommendations, and practical frameworks for scaling operations.
