Get free expert guidance on CRM strategy, implementation, and training. Build profitable customer relationships with hosted CRM solutions designed for small business success.
Many small businesses approach CRM as simply buying software and expecting results. This leads to wasted investments, low user adoption, and failed implementations that never deliver promised returns.
CRM is not just customer information or software implementation. It's a strategy, a process, an application, and most importantly, a people matter. Small businesses need to approach CRM implementation as a complete process that brings together best practices, business processes, software solutions, and people to accomplish high customer loyalty, satisfaction, retention, and revenues.
Salesboom's CRM consultants help small businesses utilize feature-rich hosted CRM software to build profitable customer relationships and automate customer service processes—without the usual consulting and implementation costs charged by other CRM vendors and consultants.
We're not just a CRM solution. Salesboom is a complete CRM strategy that helps your small business benefit from the most feature-rich hosted CRM solution in the world.
While traditional CRM consulting firms charge $40,000 to $100,000+ for implementation services, Salesboom includes comprehensive consulting, training, and support completely free with your subscription.
No hidden fees. No hourly rates. No surprise bills. Just expert guidance included as part of your partnership with us.
Effective CRM strategy development starts with deep understanding, not software deployment. Our consultants follow a proven process that ensures successful implementation and lasting results.
We begin by understanding your current small business processes from end to end. Our consultants work with your team to map how customer interactions flow through your organization, identifying bottlenecks, redundancies, and opportunities for improvement. This discovery phase ensures we understand your unique business model before making any recommendations.
Once processes are understood, we define optimized workflows for your entire small business operation. This includes sales pipelines, customer service protocols, marketing automation sequences, and cross-department handoffs. We document these workflows clearly, creating a blueprint for how your CRM will support and enhance your operations.
With workflows defined, Salesboom's CRM consultants tailor-fit our hosted CRM solution to your specific small business needs. This includes customizing fields, creating automated workflows, setting up dashboards, configuring reports, and establishing user permissions. The result is a CRM system that feels like it was built specifically for your business—because it was.
Technology only succeeds when people embrace it. Our consultants educate your employees on the specific benefits of utilizing CRM solutions—how it will ease their workflow, increase their productivity, and help them serve customers better. We address concerns, demonstrate value, and build enthusiasm for the new system.
Salesboom includes training that other CRM vendors charge thousands of dollars for—completely free with your subscription.
Every user receives a 1-hour personalized web-based training session tailored to their role. Users practice in real-time and gain confidence before going live.
For Enterprise Edition customers with 30+ users, we provide free 4-hour on-site training sessions that build team alignment.
Access comprehensive video libraries, documentation, webinars, and knowledge base articles whenever you need refresher training.
Our support team is always available to answer questions, troubleshoot issues, and provide ongoing guidance as your needs evolve.
Training customized for sales reps, managers, service teams, and administrators—each learning exactly what they need for their job.
Regular check-ins to identify new opportunities, implement enhancements, and ensure you're maximizing your CRM investment.
See how Salesboom's included consulting services compare to traditional CRM consulting firms.
All consulting services are included with your Salesboom subscription at no additional cost. We succeed when you succeed, which is why we invest in your success from day one.
Since 2003, Salesboom has been helping small and medium-sized businesses transform customer relationships through strategic CRM implementation. Our consultants bring deep expertise across industries and business models.
Of CRM consulting expertise
Successfully implemented
Global consulting reach
Free consulting services
Client relationship and project workflow management
Sales, inventory, and customer service coordination
Patient relationship and appointment management
Customer success and support operations
Sales, production, and service coordination
Compliance and personalized service delivery
The most sophisticated CRM software is worthless if your team doesn't use it. This is why Salesboom consultants focus intensively on the people side of CRM implementation.
We work with each team member to understand their specific concerns, preferences, and goals. What will make their job easier? What frustrates them about current processes?
We identify and empower enthusiastic early adopters who can influence their peers and provide peer-to-peer support. These champions become force multipliers for adoption.
Not everyone embraces change eagerly. We help identify resistance sources and address them through education, accommodation, and leadership alignment.
We help you identify and publicize early successes—the sales closed faster, the customer issue resolved more efficiently. These stories build momentum.
We don't just train and disappear. We help you establish routines, accountability mechanisms, and reinforcement strategies that turn CRM usage into daily habit.
We regularly solicit user feedback and work with you to address pain points quickly, demonstrating that the system evolves based on user needs.
Technology enables success, but people deliver it. Our consulting approach ensures your team is equipped, motivated, and supported to make CRM a competitive advantage.
Beginning your CRM journey with Salesboom is straightforward and risk-free. Here's what happens when you engage our consulting services.
Your dedicated CRM consultant conducts a comprehensive discovery call to understand your business model, current processes, pain points, and goals. This 60-90 minute conversation sets the foundation.
We facilitate a working session with your key stakeholders to map current workflows and define desired future state. This collaborative approach ensures buy-in and captures institutional knowledge.
Based on the defined workflows, our consultants configure your Salesboom CRM instance, including custom fields, automation rules, dashboards, reports, and integrations.
We conduct both group and individual training sessions tailored to each user's role. Users practice with real data in a safe environment before going live.
As you launch, your consultant provides intensive support—answering questions, troubleshooting issues, and ensuring smooth transition. We're available daily during this critical period.
After launch, we continue working with you to refine processes, add capabilities, and maximize ROI. Regular check-ins ensure you're always getting full value.
Remember: You're not paying consulting fees on top of software costs. This comprehensive guidance is included with your Salesboom subscription.
Call our small business CRM consultants right now to start your CRM transformation journey. Get free strategy development, implementation guidance, and training that typically costs tens of thousands of dollars elsewhere.
Start your CRM transformation today with expert guidance included—completely free.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamAccelerate CRM deployment and go live faster using the FastTrack Implementation Service .
Empower your team with expert-led CRM training available in Training Services .
Connect your CRM to any external system with fast, reliable API access via the CRM Integration API Overview .
Tailor fields, workflows, and layouts instantly using the CRM Customization .
Explore historical CRM service offerings and custom CRM/ERP solutions in the Professional Services Archive .
Extend your team with expert CRM specialists using the People-as-a-Service CRM Model .
Follow a proven framework to deploy CRM successfully with the CRM Implementation Methodology .
