Level Up CRM

Level Up CRM is a Salesforce consultancy staffed by certified consultants with experience in system architecture, process improvement and change management. It helps organisations plan, set up and tune their customer relationship systems.

The founders say they set the firm up after unsatisfying experiences with consultants in earlier jobs, and aim for practical work over polish.

Products and services

• Salesforce implementation: getting new users started or adding clouds and features to an existing setup.
• Process optimisation: reworking sales and service workflows, with reporting to track progress.
• Integration: connecting several tools into Salesforce for one view of customers.
• Custom development: bespoke components or apps beyond standard features.
• Managed support: acting as a virtual administrator or developer for a client team.

Clients

Nonprofit organisations, providers of education products for schools and colleges, and small and medium businesses that rely on technology. Past work includes case management dashboards and customer feedback processes.

Key facts

• Platform: Salesforce, certified consultants
• Focus areas: education, nonprofits, tech-enabled services