Salesforce Consulting

Your CRM,
built to close deals.

We implement, customize, and optimize CRM systems so your team spends less time on software and more time on what matters.

CRM Overview
Pipeline
$284K
Open Deals
47
Win Rate
Pipeline Stages
Prospecting
85%
Qualified
62%
Proposal
41%
Closed Won
28%
Recent Contacts
JM
James Mitchell
Qualified
SR
Sara Rodriguez
Proposal
DK
David Kim
Closed Won
Certified & Trusted
Salesforce Certified Administrator
Platform App Builder
HIPAA-Aware Implementations
Small Business Specialists
Confidential & Secure

CRM solutions that
fit your business

From initial setup to advanced automation, we handle the full spectrum of CRM work so you don't have to.

CRM Implementation

We set up your CRM from scratch, configured specifically around your sales process, team structure, and business goals. No generic templates.

Customization & Configuration

Already have a CRM but it's not quite right? We reshape your existing setup, custom fields, automation rules, and dashboards to actually match how you work.

Training & Adoption

Technology only works if your team uses it. We provide hands-on training and documentation so your staff feels confident, not frustrated.

Ongoing Support

Your business evolves. We offer flexible retainer support to handle updates, new hires, feature requests, and anything that comes up after launch.

A clear path from
discovery to launch

1

Discovery Call

We learn about your business, current tools, and what's not working. No pressure, just an honest conversation.

2

Proposal & Roadmap

You receive a clear scope, timeline, and fixed pricing. No vague estimates or surprise invoices.

3

Build & Configure

We build out your CRM with regular check-ins so you see progress and can provide feedback throughout.

4

Launch & Train

Go live with confidence. We walk your team through the system and stay available for questions post-launch.

Flexible options for
every stage of growth

Whether you need a few focused hours or a full end-to-end project, there is an option that fits.

Hourly Consulting
$75
per hour, billed monthly
  • Flexible, pay-as-you-go
  • Ideal for small fixes and audits
  • Configuration updates
  • Q&A and coaching sessions
  • Minimum 2-hour engagement
Book Hours

We build for small
businesses, not enterprise.

Big CRM consultancies focus on Fortune 500 clients. We focus on businesses like yours, where every dollar and every hour counts.

  • Boutique & Attentive

    You work directly with your consultant, not a project manager relaying messages.

  • Process-First Thinking

    We understand your workflow before touching the software. The CRM follows your business, not the other way around.

  • Transparent Pricing

    No hourly rate surprises or scope creep. You know the cost before we start.

10+
Years of Salesforce & CRM experience across multiple industries
Multiple
Salesforce certifications held
100%
Focus on small and growing businesses

Let's talk about your CRM.

Ready to stop wrestling with your CRM and start using it as the growth tool it was meant to be? Fill out the form and we will be in touch within one business day.

  • hello@blueprintcrmconsulting.com
  • Response within 1 business day
  • Virtual consultations available nationwide