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Case Study
April 8, 2025
200+
happy Salesforce clients
41
team certifications
See What We Can Do
Audit / Health Check
You're using Salesforce but know you're not using it well? Our Salesforce Audit will let you know exactly what you need to change.
Implementations
Set up a new system the right way, the first time. Scroll down to see the Salesforce Clouds where we specialize - or let's talk about other products like Maps, Spiff and Field Service Lightning
Integrations
The right software integrations to make your Salesforce instance 10x better. See the "Technologies" in the menu above to get an idea of just some of the integrations we do.
Migrations
Merger, acquisition or switch to Salesforce from another CRM (or spreadsheets). We bring rigorous planning coupled with experience.
Team Training
Often, training and documentation are an afterthought. We build it in from Day 1. Your team has an playbook to refer back to and ensure easy, simple Salesforce usage.
Ongoing Administration
You need someone who'ss seen the best (and worst) in Salesforce. Affordably. Everpeak offers a fractional team of RevOps pros to knock-out both big and small needs.
"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."
Salesforce Specialties
"We had a complicated, custom migration into Salesforce, on a tight timeline, that was executed successfully by Everpeak. They were friendly, customer-focused, took the time to understand our needs and above all made sure we were satisfied with the migration. I highly recommend using Everpeak!"
Archologix
Do you have Salesforce but want to make it better?
Salesforce Audit
Integrate Salesforce with other world-class software
We work with marketing-leading platforms to help companies optimize the way Salesforce works wit the rest of their technology stack.
Learn more about how we work with tech stacks
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Looking for ongoing support?
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
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The Everpeak Experience
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Strategic Planning
Your company strategy should drive your technology, not the other way around. We help you create a roadmap for the short & long term.
Simplicity as a value
Our values guide us, and we reduce complex architectures to their simplest forms. Ineffectiveness is masked by complexity,
Efficiency matters
Many partners have a rotating cast of people. We don’t. You’ll have one Solutions Lead, wholly accountable for your success and the management of the other consultants.
Project management
Everpeak utilizes project management software so that you see what has been finished, what’s in process, and what’s up next.
Straight Talk
Our job is to make sure you know what you don’t know. We build what you want – but most importantly, we tell you what you need.
Ready to Climb Higher?
Schedule a Call
Our Blog
Follow our blog for the latest and greatest on RevOps and CRM platforms.
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The Revenue Climber
Everpeak’s bi-weekly newsletter offers revenue leaders free How-To guides, software recommendations, and practical frameworks for scaling operations.
