CRM  Architecture Plan

Export your anonymized data: Everpeak we'll send you a list of reports required for csv export - or we'll sign an NDA and do it for you.

RevOps Assessment: One of our certified consultants will utilize Everpeak AI tools to quickly assess the underlying data, processes and architecture that drives your sales, marketing & operations. Our team then discusses the gaps and areas for improvement, both technical and non-technical.

Architecture Assessment: A technical review of the CRM changes required to support the sales, marketing and operational improvements. This also includes a data review identifying duplicate records, invalid opportunities, and data enrichment integrations to give your team new levels of insight.

Plan Review: A phone call with your Everpeak consultant to review your CRM Architecture Plan. There is no obligation to use Everpeak for any of the recommendations in your CRM Architecture Plan.