CRM Assist is a CRM consulting firm with over 15 years of experience in implementation, customization, and data migration. The company specializes in CPQ, Field Service, and Marketing, and offers fixed-fee Quick Start packages and managed services.
CRM Assist is a CRM consulting firm based in Orange County, California, with over 15 years of experience in implementation and customization. The company positions itself as an expert in CRM solutions, offering services across CPQ, Field Service, and Marketing.
CRM Assist offers Quick Start packages for a fixed fee and managed services. The company works with clients of any budget and has a team size of 2 to 5 employees. It serves the North American region.
The firm provides CRM implementation, CRM migration, sales and marketing alignment, and sales coaching and training. Its specialists cover CPQ, Field Service, and Marketing, and it can handle data migration as part of its offerings.
CRM Assist serves consulting/advisory firms, manufacturing companies, nonprofits, and technology businesses, including both hardware and software sectors.
No client review data is currently available for CRM Assist, so there is no verified feedback to summarize. The profile does not include specific portfolio or case study details.
Services
- Sales and Marketing Alignment
- Sales Coaching and Training
- CRM Implementation
- CRM Migration
Industries Served
Team Size
Pros
- Over 15 years of CRM implementation and customization experience
- Specialists in CPQ, Field Service, and Marketing
- Offers fixed-fee Quick Start packages and managed services
Client Review Analysis
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