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Salesforce is your business' command center in the form of a customer relationship platform. Their solutions work together to manage your sales, marketing, customer service, and more in one central location. Their platform is built to be intuitive, personalized, and to grow your business.

Sales CRM


Centralize and automate your sales process to save money, close deals faster, and gain access to actionable customer insights.



Customer engagement with 1:1 journeys. Create personalized, cross-channel marketing campaigns that deliver unique experiences.



Increase satisfaction and retention, while growing the lifetime value of your customers with our intuitive and customizable solution.

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Our CRM Implementation Methodology

MasterSolve encompasses many different skills and disciplines in the implementation and maintenance of customer relationship management systems. The different areas of implementation will vary depending on the CRM and number of employees.


Interview business stakeholders, and users.  Document business requirements, and prioritize based on business value, complexity, and risk.


Configure users, teams, roles and security, and implement the appropriate data model to reflect the organization's key business relationships.

Design and Develop

Create custom fields, objects, business processes, reports, and dashboards.  Build any custom applications, as required.   All functionality goes through user acceptance testing prior to Go Live.

Data Migration and Integration

We establish rules for data management and set up ongoing integration between other systems that require customer data. This will ensure that information does not need to be entered in multiple places.


We train your administrators, and end-users to ensure that you are set up for success.  Following go-live, we offer flexible support options so that you are never left on your own.

Professional Services

Our service offerings include CRM implementation, cloud applications business consulting & project management, application development, corporate performance management and business process management. With over 100 CRM implementations under their belt, MasterSolve's people bring the experience required to ensure that not only will your solution work but that your organization will be able to use it effectively.

We combine industry best practices and the right technology standards to implement Sales and Marketing solutions that deliver value to your organization.

CRM Training

When you train employees to develop their skills, you increase the likelihood of retention, the productivity of their labor and their overall value to your company.

Having an integrated CRM solution provides you with a centralized view of all your customer information which will be consistent across all systems and departments.

Business Users expect their CRM and Marketing Automation solutions to work and issues to be resolved immediately. Can your support team alone provide this? Is it cost-effective? …Or is there a better way.

Marketing Automation provides the tools organizations need to get the right messages, to the right people, at the right time. Helping your organization to create meaningful relationships with your audiences, and measure your marketing success with ease.

We will help your organization define a set of steps that lead to a predictable outcome – efficiency and consistency.