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ConciergeIT Team
ConciergeIT: Fractional On-Demand Resources
If you have too many technology projects and not enough resources to get it all done, our approach to staff augmentation is what you're looking for.
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AI Strategy Healthcare Webinar

On-Demand Webinar
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Nashville Business Journal Management Consulting Award
Nashville Business Journal Awards Healthcare 2024
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So, your team recently purchased a Salesforce license or add-on functionality. Now what?

With nearly 200 years of combined development experience, our experts will help you get started with Salesforce, quickly and efficiently, and without having to spend a large budget.


Common obstacles we can overcome with Fixed Fee Projects

Getting Started

Trouble getting started with Salesforce

Investment Concerns with the time to value  
User Adoption

Not sure how to build user adoption


Overwhelmed with the functionalities


Transition from a previous CRM to Salesforce

Control Your Budget

No expanding fees and timelines


Dream big, start small, and act now.

  • Establish a solid foundation that can be built on as your system adoption grows
  • Remove fields, tables, and functionality that don’t apply to your current business
  • Build your business process in a simple way to help you start quickly and with better adoption
  • Reduce project risk by starting with a small scope as your team gets used to working in Salesforce
  • Build out dashboards and reports to improve visibility
  • Connect your email/calendar app to Salesforce
  • Install pre-built apps from the AppExchange
  • Start with high value process automations
Locked in Fee