Services

What We Can Help With

Salesforce Administration & Optimization

User management, permissions, reporting, Flow automation, troubleshooting, and ongoing platform improvements.

Development & Technical Solutions

Custom development, advanced automation, complex troubleshooting, and solutions that go beyond standard configuration.

Integrations & CPQ

Third-party integrations, quoting processes, CPQ enhancements, and improving how Salesforce connects with other business systems.

Security & Platform Readiness

Salesforce security configuration, access controls, relevant platform changes, and help understanding and addressing new technical requirements.

A Flexible Working Relationship

We work with businesses that need occasional Salesforce assistance as well as those looking for an ongoing partner.

We can collaborate with your existing team, take ownership of specific tasks, or become more involved in understanding your processes and helping guide improvements.

You don't need to commit to a package or a set number of hours. We work on the priorities your business needs addressed.

Simple, Flexible Billing

CRMingo bills for the actual time worked.

• No mandatory retainers

• No deposits or prepaid hours

• No minimum monthly commitment

• Scoping changes? Priority updates? No problem! We pivot quickly.

FAQs

Do I need a monthly retainer?

No. CRMingo does not require a retainer or minimum monthly commitment. You can request support as needs arise or establish an ongoing working relationship.

Do you require a deposit or prepaid hours?

No. Our standard model is to bill for work performed and invoice monthly in arrears, subject to the applicable agreement.

Can you provide estimates of hours or final cost?

Because every Salesforce environment is different, we don't provide detailed upfront estimates or fixed-cost project quotes that require extensive discovery and scoping. Unexpected complexities can arise during development, implementation, and testing. Instead, we work with you to prioritize needs, focus on the highest-value work, and bill only for the actual time spent. This keeps your engagement flexible and avoids building contingency costs into a fixed project price.

Can you stick to a budget?

Yes. We can prioritize the most important work within your budget and focus on those items first. If priorities or requirements change, we'll discuss the options so you can decide how to proceed.

Can you work with our existing Salesforce administrator or IT team?

Absolutely! We can supplement internal resources, provide specialized expertise, collaborate on projects, or take on defined responsibilities based on your needs.

Can you provide development and specialized technical support?

Yes, where the work falls within our team's capabilities. CRMingo can match the work to appropriate administration, development, and specialist expertise, and coordinate with other technical resources when needed.

How do we get started?

Let's start with a conversation about your Salesforce environment, business goals, and immediate needs. We'll discuss the applicable rates and next steps before work begins.

What Does Your Business Need?

Whether you have a specific problem to solve or need ongoing help managing and improving Salesforce, let's talk.