Reach for the next Level Up

 

Smart Salesforce® Solutions

Better Customer Engagement

 
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Level Up CRM designs smart Salesforce® solutions that help you level up your business. We are Salesforce® certified consultants, experts in system architecture, process improvement, and change management.


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Our Services

Whether you’re just starting out or experienced Salesforce users, we work with you to understand your business, assess your needs and provide options that fit your mission, goals and budget. Find out more about our services and approach.

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Our Customers

We work with nonprofit organizations, education solution providers, and technology-enabled small and medium businesses. We deploy the full spectrum of Salesforce® solutions to help our customers level up their businesses.

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Our Team

We are passionate problem solvers with a hands-on, no-nonsense, approach. We often worked with consultants in our previous jobs. We didn’t always love what we got. So, we chose to be a different. How? By choosing substance over form, by focusing on what really matters, by delivering smart solution that help our customers level up.

 
 

Our Social Impact

 



$102,698

Value of Services Donated



14

Nonprofit Organizations Helped



100%

5-Star Reviews Received

 
 
 

Our Services

 
 
implementation services

implementation services

We can help you get started with Salesforce, add clouds or features to your existing instance, and optimize your processes.

integration services

integration services

Let us bring your multiple systems and tools together in the Salesforce platform so you can have a 360 view of your business and customers.

customization & development

customization & development

For when you have business needs that take you beyond out-of-the-box, we can help you develop a custom solution, component, or an app.

Industry Expertise

Industry Expertise

We focus on education solution providers (K-12 and higher ed), nonprofits, and tech-enabled services.

Managed services

Managed services

We support you by serving as an extension of your team, be it as virtual administrators or developer.

Advisory Services

Advisory Services

We support organizations by being an extension of their team or project.

 
 

Customer Success Stories

 
 
 
 

Meet Our Team

 
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Brian Wickham

Co-Founder and CEO,
Salesforce Solution Architect

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Cathy Hutchings

Co-Founder and Head of Client Services, Salesforce Consultant

 
 
 

“It has been an absolute pleasure working with the Level Up CRM team. They have the ability to explain a completely foreign and complex service to us in digestible and understandable terms. The brainstorming sessions have been invaluable, as they are able to interpret what we are trying to accomplish, and then present us with options that are 110% tailored to our company and our needs. I get so excited every time I get off the phone with them – I highly recommend their services!”

Stephanie Villaire
Operations Manager at All Ohio Title Examining, LLC