Grow Your Business By Increasing Your Sales Revenue, Net Profits & Cashflow with Salesforce CRM—Custom Built for Your Business

Salesforce Client/Customer Relationship Management (CRM) automates and streamlines workflows making your people incredibly productive with their time. AMG programs your Salesforce CRM to get your business more qualified leads and helps your sales team convert them into revenue faster. It helps you provide excellent real-time customer service, lowers your cost of goods (COGS) throughout the organization and gives you actionable reporting exactly when you need it!

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What Makes Salesforce CRM Perfect for You

You Can Automate Almost Anything

Automate marketing communications, sales team activity, sales pipeline workflows, real-time reporting and integrate with other systems throughout your organization.

It Evolves, Just Like Your Business

When your business changes, your Salesforce CRM should too. Add new data protections and features to your cloud and upgrade as you grow.

It Simply Works Like a Charm

Find what you need, when you need it—customer info, leads, invoices, estimates, status on jobs, communication—the whole 9 yards.

Connect all of your departments through one centrally used software that stores all information—safely in the cloud!

How it Works:


  • CRM Consultation and Kick-Off, $500.
  • Knowledge Transfer Interview. We learn about your business, products, services, and sales processes.
  • We send you an extensive questionnaire about what you need from your SalesForce CRM.
  • We review the questionnaire together for clarity.


Businesses Using Salesforce CRM Experience...


Increase in Leads!


Increase in Sales Revenue!


Increase in Customer Retention!


Faster Integration of Business Apps!


Breakdown of Potential Savings:

Before CRM
After CRM

This is an example of potential savings. Your experience may vary.

Your sales team is able to spend this extra time doing what they do best—make more sales! Let Salesforce CRM do the heavy lifting!

The one thing that every organization needs to accomplish its goals is increased revenue!

A custom-built Salesforce CRM system helps make your throughput, or “the rate at which the system generates money through sales,” run at maximum speed. Your Salesforce should be designed to help keep the right amount of inventory, or “all the money that the system has invested in purchasing things that it intends to sell,” as low as possible. And Salesforce is meant to hold down your operation expense, or “all the money the system spends in order to turn inventory into throughput."

Package Options

Whether you need a Salesforce CRM developed from scratch for your young business or your mature business has seen sales volume plateau and you’re ready to scale higher - AMG will build your system, train your team and remain available for support whenever you need it!

Quick Start Package

  • Up to 100 Fields with Training Pop-Up Descriptions Programmed into Leads, Accounts, Contacts, and Opportunities Fields
  • 1 Mail-Merge Agreement
  • Up to 5 Automated Reports
  • 1 Roll-Up Dashboard
  • 2 Hours of Training

Package 1

  • Up to 250 Fields with Training Pop-Up Descriptions Programmed into Leads, Accounts, Contacts, and Opportunities Fields
  • Up to 3 Mail-Merge Agreements
  • Up to 10 Automated Reports
  • 2 Roll-Up Dashboards
  • 5 Hours of Training

Package 2

    Everything in Package 1 Plus...
  • Up to 4 CongaMerge* and DocuSign* Agreements
  • Up to 10 Additional Communication Email Templates Built with Variable Field Information
  • Up to 10 Additional Automated Reports
  • 2 Additional Dashboards
  • 6 Hours of Training

Package 3

    Everything in Package 1 & 2 Plus...
  • Email Templates Built with Variable Field Information
  • Content Marketing Funnel and Micro-Targeted Campaign System
  • 5 Marketing Reports, and 2 Marketing Dashboards
  • 7 Hours of Training

Package 4

    Everything in Package 1, 2 & 3 Plus...
  • 15 hours of training
  • SalesForceIQ Inbox* Integrated for Up to 10 Users...

Custom Package

Each business is unique and so are its needs, so we understand your business may need something entirely different than the previous example packages. Let us know what you need and we will make it happen!

*NOTE: Third party Salesforce applications sold separately.

SalesForce IQ* Implementation | $1,500

Integrate SalesForce IQ* with any package above!

  • Link Your Gmail or Exchange Account Directly to Your SalesForce CRM
  • All SalesForce CRM Features Available from Your Smart Device
  • 1 Click Logging of Emails and Calls from Your Email Inbox to Keep Deals Current
  • Send Calendar Appointment Choices for Auto Scheduling and In-Person Visits or Conference Calls
  • 10 Variable Personalized Email Templates
  • Schedule Email Delivery Features—IE Schedule a Follow-Up Email the Day You Complete Sale
  • Individual Email Open Rate Tracking (Read Receipts)
  • Access Your SalesForce Data from Your Email Inbox
  • Upload Files from Cloud Accounts (IE Dropbox), Your Smart Device, Computer, and SalesForce
  • Mass-Emailing from Your Inbox to Both Email and SalesForce Contacts

*NOTE: Third party Salesforce applications sold separately. SalesForce IQ Implementation is included in Package 4.

SalesForce CRM Admin Retainer

Do you already have SalesForce CRM but need someone to take over maintenance and improvements?

    Your Monthly Package Includes:
  • Blocks of Time up to 5 Hours per Month
  • Training New Users How to Use SalesForce
  • Special Projects and Events Framework
  • Adding Automated Reports
  • Adding Additional Dashboards
  • Implementing Routine Software Updates
  • Creating Automated Workflows
  • Additional SalesForce Development

3 Month Commitment

6 Month Commitment

12 Month Commitment

If you decide to double your time block to 10 hours per month, you will receive a 15% discount!

3 Month Commitment, 10 Hours

6 Month Commitment, 10 Hours

12 Month Commitment, 10 Hours

A sales team needs a system that has all of the information they need to move forward, without having to spend a ton of time looking for it. That's more time to close deals.

Ready to Take the Next Step?

Give us a call, send us an email, or fill out the form below and we will get back to you upon receipt.


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