CRM IMPLEMENTATION

A Strong Foundation to Scale Sales

Modern Customer Relationship Management solutions (CRMs) tout all the bells and whistles. Yet, their great promise of organizational transformation can flounder if implemented in a silo. Our clients benefit from our vast multi-disciplined, multi-vertical background, which wades through important dependencies to ensure optimal adoption and effectiveness. 

CRM Implementation and Optimization Services

For sophisticated sales leaders to drive real performance gains, they must address multiple complex dependencies in a truly holistic manner. That's where LeadMD can inform and lend a helping hand.

  • Salesforce.com Implementation

    Whether you're implementing sales cloud on its own, sales and marketing clouds, or a vertical-specific version, like Health Cloud, our Salesforce experts will work with your team on requirements and an optimal rollout strategy, including training and optimization.

    Read more about our Salesforce partnership.

  • Microsoft Dynamics

    Implementing Microsoft Dynamics required deep platform knowledge, but also the understanding of how Dynamic's unique architecture effects other technologies you'll want to leverage. As your business evolves, we'll ensure your CRM setup supports you today, tomorrow and many years to come.

Create a to CRM Success

Our clients rave about our collaborative, flexible approach to implementation projects. Share your objectives with us and, together, we'll create a roadmap to ensure your outcomes are accomplished.

OUR METHODOLOGY

Marketing Performance, Realized.

Our 3000+ client engagements informed our Catalyst Marketing Framework, an actionable model tying organizational objectives to outcomes.

Catalyst Marketing Framework

No two organizations or marketing departments are the same.

The Catalyst Marketing Framework provides a cohesive structure to align your outcomes to the organization's objectives through strategy, planning, tactics, technology, and talent.

CUSTOMER STORIES

Performance enabled.

Our customers range from high-growth to enterprise Fortune 100. Our clients are paving the way for innovative marketing & sales tactics.  

COLLABORATING WITH BEST-IN-CLASS REVENUE TEAMS

ana-newmann

Working with the LeadMD team has been great. I cannot say enough how valuable you guys have been to our organization. Everyone on the team is so responsive and intelligent – I’ve learned a ton from everyone we've had the fortune of working with!

 

Ana Neumann

Marketing Operations, DaVita Healthcare Partners

LMD_Case-Study_InEight_InEight_CS_BrockN

Working with the LeadMD team has been great. I cannot say enough how valuable you guys have been to our organization. Everyone on the team is so responsive and intelligent – I’ve learned a ton from everyone we've had the fortune of working with!

 

Brock Nowell

Former Director of Demand Generation, InEight

James-Lamberti-11

Where I really value LeadMD the most, is in ensuring that our database was operationalized, and specifically, what our instance in Salesforce needed to look like. We would not have been successful in implementing ABM without them.

 
 

James Lamberti

CMO, Applitools

LMD_Case-Study_CS5_CME_CME_Sarah

LeadMD helped us realize how to leverage the investment made in Marketo. Without them, we would have jumped ship and probably failed on another tool, wasting even more time and money. Thank you LeadMD!

 

Sarah Parker

Executive Marketing Director, CME Group