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Edgemont CRM's approach leverages standard functionality and third-party apps to provide the best solution to your business needs through advanced administration. 


And, because the initial business analysis stage (learning how you run your business) is often the most time-consuming step when configuring Salesforce, we have created a series of templates and documents to help speed up the process and save you money.

​We have also learned that businesses evolve and change over time, and their systems and processes need to evolve and change as well.  That is why we provide ongoing administration. 


We get to know your business and business processes and we work with you on a long-term basis to ensure the system design is effective, users are engaged, data is clean and secure, and Salesforce best practices are adhered to.


We Leverage Standard Functionality and Salesforce Apps

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