The Best System to help you with Salesforce

CLIMB YOUR SALESFORCE MOUNTAINS

Your Go-To Salesforce Partner

Salesforce is powerful. But if you don’t know your way around you’re leaving money on the table. 

Make your Salesforce implementation brutally effective and put your sales and service processes on automatic overdrive with Peak41.

Make More
Money

Unlock Salesforce's full potential by bringing in an expert who works alongside you to achieve your goals.

Improve Rep Productivity

Stop wasting time learning Salesforce's complexity so you can focus on the things that matter to business growth.

Trust Your
Data

Get common-sense solutions to the problems you face by understanding and trusting your Salesforce data.

Lose the
Lackluster

Empower Salesforce with a perfected implementation so you can scale higher with more efficiency.

Prep for
Investment or Sale

Investors need data. Use our packaged services to get investment-ready or prepare to sell your business.

Plug & Play
Results

Draw on deep experience scaling companies within Salesforce to get results for your growing teams.

Improve
Responsiveness

Get the responsiveness of an effective full-time employee for your part-time problems without the expense.

Automate &
Replicate

Automate complex systems for easy results that scale across teams and help your company grow.

Peak 41 Salesforce Services

Scale more effectively with Salesforce implementations that do the hard work for you while putting sales and service teams on the path to success.
Image of a Pipeline that shows how Peak41 is the best consulting to increase yours Salesforce Pipeline

Improve Your Pipeline Management for Salesforce to Use
Your CRM More Effectively

Reps fighting over leads? Not able to trust your data?  Use our Sales Cloud services to improve your lead routing and data collection so you stop wasting effort on ineffective implementation.

    • Enhanced lead and opportunity management to avoid dropped balls.
    • Update accounts and contacts with accurate data without duplication.

    • View your sales forecast in an easy-to-use dashboard to prime for improvement, sale or to take on investments.

Image of many routes to show how Peak41 can show you how to route Salesforce data

Develop Flawless
Case Management & Customer Support Processes Using Salesforce

Customer service can make or break a company by retaining customers and increasing lifetime value. Stop resting on your laurels and accelerate your business with case management that helps your team treat clients like royalty.

    • Case/ticket management for optimized customer support tracking.

    • Route cases to the perfect rep from wherever a customer contacts you: email, phone, text, or chat.

    • Track customer support performance in simple reports and dashboards.

Lets Do This

Implement Salesforce the Right Way at the Beginning to Unlock Growth and Improve Scaling Efforts

Get the most of your Salesforce investment using best practices for your industry that make interacting with customers and improving their lifetime value a simple matter. The fastest way to improve your satisfaction and ROI with Salesforce. 

    • Deep, results-oriented experience setting up Salesforce sets you up for success.

    • Customize Salesforce to meet the unique needs of your business before your team even logs in.

    • Create reports and dashboards to give you and your team the data you need to succeed.

A mountain with a climber looking at it to show how Peak41 can help you get to the top of a sales mountain with Salesforce

RECENTLY COMPLETED

New Case Studies

How clients have improved Salesforce to get more customers.

Trust us. You can be doing more in Salesforce.

We’ve helped many companies refine their Salesforce usage and processes to fill their pipelines, build out their sales teams, improve customer service and ultimately make more money.

Peak 41 Salesforce Services

Scale more effectively with Salesforce implementations that do the hard work for you while putting sales and service teams on the path to success.
Step 1

Evaluate

Begin with the end in mind. Let's dive deep into your sales and service flows and systems to see where the loose rocks are making your systems crumble.

Step 2

Implement

After understanding your needs, our done-for-you service makes it easier than ever to scale your sales and service mountains while simplifying interactions.

Step 3

Grow

Watch as your customized Salesforce solution helps your business meet its goals. Peak41 becomes a trusted Salesforce partner to help you reach the peak.

Here’s What We’ll Do For You…

What People Are Saying

People working together to get a sales prize at the top of stairs using Salesforce implementation

“Our Most Valuable Consultant”

“Education Advanced has used Peak41 for 4 straight years. We’ve been through the process of adopting Salesforce, loading in our data, and customizing our instance, and have grown from 20 to 150 employees. 

Trent has been our company’s most valuable consultant and absolutely critical to our ability to maintain and manage this growth. No matter what stage your company is at, you can trust in Trent’s ability to bring your CRM along with you. We could not be more pleased with his work, friendship, and professionalism.”
 

Travis Prince
Chief Revenue Officer, Education Advanced

Image of wieghts to show how Peak41 does the heavy lifting in Salesforce to be the best consultant

“Actually Did the Heavy Lifting for Us”

“Salesforce and all its intricate functions were grossly under-utilized before Trent came in and not only consulted us on what to do, but then he rolled up his sleeves and actually did the heavy lifting for us.”

Jake Goates
EVP of Client Strategy, Gargle

Man sitting on books coming up with ideas to show how Peak41 comes up with Salesforce data insights to help you

“Hard Work, Dedication & Insight”

“Trent’s hard work, dedication, and insight has been much appreciated in assisting us in working with Salesforce. His experience and expertise has been an asset.”

Megan Reeves
Executive Director of Business Operations

Image of a stopwatch to show how Peak41 is always eager and responsive to help you with Salesforce implementation

“Friendly, Eager & Responsive”

“Always implemented the required changes and improvements to Salesforce in a timely manner. Trent is a friendly and responsive colleague who is eager to help solve problems and support you.”

Jonathan Doney
Senior Vice President of Sales, School Improvement Network

A woman reaching for a goal on top of a mountain to show how Peak41 is the best Salesforce Consulting to help you achieve your goal

“Brought Order to Salesforce Chaos”

“Brought order to chaos in the company’s Salesforce.com system. Turned a tool that was underutilized and cumbersome into one that is simplified and personalized for the needs of the organization.”

Michelle Fisher
Vice President of Operations, School Improvement Network

We’re Delivering the Best Sales Force Consulting Services