Services | LoveYourCRM, Inc.

Let us take care of your CRM so you can get back to doing what you love.

For a bug free system

Max out your system ROI and take advantage of all the bells and whistles that Salesforce and Pardot have to offer. We’ll perform a system audit to evaluate your current state, then build a roadmap for extended implementation.
Leads | Accounts | Contacts | Opportunities | Quotes | Cases | Products | Custom Objects
- Custom Fields
- Page Layouts
- Record Types
- Validation Rules
- Field History Tracking
Security Configuration
- User setup
- Profiles
- Role Hierarchy
- Sharing Rules
- Report folders visibility
System Configuration
- Price Books
- Forecasting
- Communities
- Sandbox
- Email Templates
- Dashboard
- Lead Assignments
- Consistency of picklists across objects

If you're just getting started

If you’re just getting started, we’ll help you transition from Excel and Post-its to a user-friendly, paperless Salesforce system, customized to your company’s sales process and unique needs.
- Business Process Review
- User Setup
- Security Review *
- Custom Profiles ( 4 )
- Role Hierarchy Setup
- Page Layouts ( 4 )
- Custom Fields ( 20 )
- Custom Reports ( 6 )
- Custom List Views ( 6 )
- Custom Dashboards ( 1 )
- Best practice Workflow ( 2 )
- Data Import ( up to 30,000 records )
- Training ( 1 hour custom, unlimited video access )
- Follow up ( 1 hour virtual session 2-4 weeks after completion )

Keep it clean

Comprehensive data cleanse for up to 30,000 records, includes one full license of DemandTools. Additional records can be added on a custom pricing basis.
- System health check
- Cleanup page layouts ( 10 )
- Field trip analysis ( 5 objects )
Leads | Contacts | Accounts | Reports | List Views | Workflow | Validation Rules | Email Templates
- Cross object deduplication
  - Leads to Leads
  - Accounts to Accounts
  - Contacts to Contacts
  - Leads to Accounts
  - Leads to Contacts