Intro

Peak CRM Consultants was founded in 2019. We offer a collevtive 10 years of Salesforce experience and hold a collective 10 certifications. We offer much more than Marketing Automation consulting. We also can assist with your Sales or Service Cloud implementation and customization. We specialize in integrating your Marketing Automation platforms to your Sales / Service Cloud instance. Check out a full list of supported platforms.

Learn how we can make common business problems go away and help capture leakage and boost your sales!

Platforms

We specialize in Salesforce platforms, Sales Cloud, Service Cloud, Marketing Cloud and Pardot. Let us assist you with your transition to Lightening to taking your next steps toward marketing automation.

We can help you with your Pardot Standup or assit with Administration and Support for busy orginizations.

About

We take the mystery and complication out of CRM integrations. Let us help you find intelligent solutions to common business problems. We are founded on the following key values:

  • Integrity
  • Creativity
  • Transparancy
  • Pride

    • Pardot Specials

    Check out these amazing Pardot stand-up packages!
    Base Package 1 includes all basic setup parameters and enough emails, engagement programs and landing pages to take your first steps into the world of Marketing Automation.
    Base Package 1

  • DKIM / Security / Domain Management
  • 4 email lists
  • 2 Engagement Programs
  • 5 Emails
  • 2 web forms w/ completion actions
  • 2 Landing Pages
  • 2 Automation Rules
  • Training
    • $xx,xxx.xx

    Base Package 2 includes all basic setup parameters and enough emails, engagement programs and landing pages to take your first steps into the world of Marketing Automation and integration with your Sales Cloud environment. This also includes configuring the integration, custom fields, configuring the Lead and Sales process and active assigmnent rules.
    Base Package 2
    Pardot

  • DKIM / Security / Domain Management
  • 6 email lists
  • 3 Engagement Programs
  • 8 Emails
  • 4 web forms w/ completion actions
  • 2 Landing Pages
  • 3 Automation Rules
    • Sales Cloud
  • Configure Sales Cloud Lead Process
  • Configure Sales Cloud Sales Process
  • Configure Lead assignment rules
  • Customize Lead, Opportunity objects
  • Customize Lead field mapping
  • Training
    • $xx,xxx.xx

    Get Help

    Learn why clients choose to leverage long-term support. We strive to go the extra mile and provide continued support post go-live.

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