CRM Assessment Services
Comprehensive Salesforce and Dynamics 365 assessment — evaluating system setup, data quality, security protocols, and user adoption to uncover high-impact optimization opportunities.
Learn moreWe help organizations maximize their CRM investment with expert consulting, tailored customization, and dedicated support — all from our 100% in-house team.
From CRM assessment and implementation to data migration and ongoing admin support — end-to-end Salesforce and Dynamics 365 services that drive measurable results.
Comprehensive Salesforce and Dynamics 365 assessment — evaluating system setup, data quality, security protocols, and user adoption to uncover high-impact optimization opportunities.
Learn moreCustom objects, fields, layouts, Salesforce automation, Power Automate workflows, and third-party integrations — engineered to align your CRM with your industry's unique processes.
Learn moreEnd-to-end Salesforce implementation and Dynamics 365 deployment — from strategic planning and requirements gathering to configuration, testing, and team training.
Learn moreExpert data extraction, cleansing, mapping, and loading into Salesforce or Dynamics 365 — ensuring complete data integrity and minimal downtime during your CRM transition.
Learn moreOngoing Salesforce admin support and Dynamics 365 management — performance monitoring, regular system audits, platform updates, and continuous user training to keep your CRM at peak performance.
Learn moreFor over 15 years, we've been the strategic partner organizations trust to maximize their CRM investment. We blend deep platform expertise with real business insight — delivering solutions that don't just work, but transform how you operate.
We've delivered Salesforce and Dynamics 365 solutions for 16+ industries — each with its own workflows, compliance requirements, and growth challenges.















Hear from the organizations we've helped transform their CRM operations.
"CRM Superhero has been a remarkable partner for us, investing time to fully understand our company's immediate needs and long-term vision."
"We have a complicated business with multiple product channels and the CRM Superhero team has done an amazing job getting to know our business."
"Working with CRM Superhero has been an absolute game changer for our business. The team provided exceptional support when we needed it most."
"Jillian and CRM Superhero have been fantastic to work with. Everyone is very proactive and responsive, and they take the time to understand our needs."
Let's talk about where your CRM is today and where it could take you tomorrow. Our free assessment identifies the highest-impact opportunities for your organization.
Fill out the form and we'll be in touch within 24 hours.