Level Up CRM

We are passionate problem solvers with a hands-on, no-nonsense, approach We often worked with consultants in our previous jobs We didn’t always love what we got So, we chose to be a different How? By choosing substance over form, by focusing on what really matters, by delivering smart solution that help our customers level up

Value of Services Donated

We can help you get started with Salesforce, add clouds or features to your existing instance, and optimize your processes

Let us bring your multiple systems and tools together in the Salesforce platform so you can have a 360 view of your business and customers

For when you have business needs that take you beyond out-of-the-box, we can help you develop a custom solution, component, or an app

We focus on education solution providers (K-12 and higher ed), nonprofits, and tech-enabled services

We support you by serving as an extension of your team, be it as virtual administrators or developer

We support organizations by being an extension of their team or project

FIRST CONTACT RESOLUTION & CASE MANAGEMENT

Smart Clothing Engineering & E-Commerce Company Developed an FCR Dashboard to support the Customer Service team in managing open cases in an efficient way and measuring agent response time

K-12 EdTech & Professional Services Provider Implementation of an end-to-end process for collecting customer feedback, integrating it in real-time with Salesforce professional services events, and reporting on the results to measure CSAT and define follow ups

Created a joint sales process to support the acquisition integration of an EdTech business into a learning solutions company, allowing the new sales team to go to market as one, while fulfillment processes remained separate

Leading K-12 Education Publishing & Technology Company Level Up CRM increased sales productivity by 8 - 10% at a leading K-12 education company, by implementing a combination of business process improvements, Salesforce system optimizations, establishing KPIs and reporting to monitor progress, and introducing a coaching program

Co-Founder and CEO, Salesforce Solution Architect Co-Founder and Head of Client Services, Salesforce Consultant “It has been an absolute pleasure working with the Level Up CRM team They have the ability to explain a completely foreign and complex service to us in digestible and understandable terms The brainstorming sessions have been invaluable, as they are able to interpret what we are trying to accomplish, and then present us with options that are 110% tailored to our company and our needs I get so excited every time I get off the phone with them – I highly recommend their services!” Stephanie Villaire Operations Manager at All Ohio Title Examining, LLC