What We Do |
We’ll lead you through all phases of your CRM journey, including design, implementation integration, data migration and user trainin
Salesforce, crm implementation, marketing automation, small business crm
50524
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What we do

What we do

Project Crisis Management

Course-correcting in-flight projects is EpiGrowth’s specialty, backed by years of experience. Our experts can step in at any stage of implementation to identify design gaps, address critical issues, and guide project teams through rapid troubleshooting, backed by clear, strategic communication.

Sales Processes + Quote-to-Cash

EpiGrowth increases sales productivity and efficiency by designing and implementing a CRM that aligns with your business.  We often partner with new sales teams to launch their GTM strategy or optimize a troubled sales process.  Our expert CPQ team is on deck for the challenging pricing and quoting projects.

Communities

Customer and partner communities enhance user experience and engagement by providing direct access to gated resources and functionality for your target audience groups.  EpiGrowth’s skilled design team can implement your specific brand guidelines, ensuring consistency that fosters strong relationships and effective collaboration. 

Contract Lifecycle Management

Contract Lifecycle Management (CLM) is the end-to-end process that manages legal contracts.  Usually involving a 3rd party tool, these systems manage requesting a contract, legal reviews and approvals, document generation and e-signatures. EpiGrowth customizes CLM solutions to improve compliance, reduce risks, and boost efficiency throughout the contract lifecycle.

Analytics

EpiGrowth builds comprehensive reporting and dashboards that enable effective analysis and enhance strategic planning for your business teams.  The data can be from a single system or we can connect multiple systems to see aggregated, harmonized data for deeper insights.  Don’t miss an opportunity to uncover whitespace and selling opportunities with your existing customer base.

Integrations

Our goal is to create a unified robust platform for optimal performance and efficiency of data movement and integrity.  EpiGrowth designs and implements solutions to integrate your data from multiple platforms or data sources by leveraging direct API calls and ETL tools when possible.

Tech Stack Advisory

Whether you’re a new business, a Series A/B startup needing to scale rapidly, or a mature company looking to innovate, EpiGrowth can evaluate your current systems, processes, and overall vision.  We provide a roadmap for your digital transformation journey broken out into phases along with a level of effort to implement for each.

Customer Support and Success

EpiGrowth customizes solutions to upgrade your ticket management workflow, consolidating cross-platform inquiries from email, web, and social.  We also leverage automation to increase first contact resolution and case deflection, so your customer support team can focus on harder tickets and creating a better customer experience.  Seeing sales data and customer support data in one system creates the start of your 360 view of the customer.

Marketing Automation

We guide the implementation of your marketing initiatives including targeted campaigns, lead qualify and scoring, personalizing customer engagement, and driving reporting insights.  EpiGrowth’s certified Marketing Automation team works with a variety of automation platforms that can be integrated with your CRM to track the full journey from prospect to repeat customer.  

Data and Systems Migrations

Whether it is millions of records or hundreds of records, we pay close attention to all details in migration projects.  EpiGrowth’s data migration team helps smoothly transfer data from legacy systems (or spreadsheets) to the new platform, safeguarding your historical records and integrating them with the new CRM.  A data cleansing strategy is also available.

Training

Organizations can reap the benefits of new technology faster with proper, well-organized training sessions including train-the-trainers and end-user training from a certified CRM consultant.  EpiGrowth collaborates with your Champions to develop training programs to increase user adoption of new systems and/or processes. 

Custom Development

EpiGrowth’s experienced developer team leads the build of your Salesforce AppExchange App, ensuring seamless connectivity between your proprietary platform and your customer’s Salesforce instance.  We manage the new App release roll-out to ensure smooth deployments and seamless updates for your customer base.

Project Crisis Management

Course-correcting in-flight projects is EpiGrowth’s specialty, backed by years of experience. Our experts can step in at any stage of implementation to identify design gaps, address critical issues, and guide project teams through rapid troubleshooting, backed by clear, strategic communication.

Sales Processes + Quote-to-Cash

EpiGrowth increases sales productivity and efficiency by designing and implementing a CRM that aligns with your business.  We often partner with new sales teams to launch their GTM strategy or optimize a troubled sales process.  Our expert CPQ team is on deck for the challenging pricing and quoting projects.

Communities

Customer and partner communities enhance user experience and engagement by providing direct access to gated resources and functionality for your target audience groups.  EpiGrowth’s skilled design team can implement your specific brand guidelines, ensuring consistency that fosters strong relationships and effective collaboration. 

Contract Lifecycle Management

Contract Lifecycle Management (CLM) is the end-to-end process that manages legal contracts.  Usually involving a 3rd party tool, these systems manage requesting a contract, legal reviews and approvals, document generation and e-signatures. EpiGrowth customizes CLM solutions to improve compliance, reduce risks, and boost efficiency throughout the contract lifecycle.

Analytics

EpiGrowth builds comprehensive reporting and dashboards that enable effective analysis and enhance strategic planning for your business teams.  The data can be from a single system or we can connect multiple systems to see aggregated, harmonized data for deeper insights.  Don’t miss an opportunity to uncover whitespace and selling opportunities with your existing customer base.

Integrations

Our goal is to create a unified robust platform for optimal performance and efficiency of data movement and integrity.  EpiGrowth designs and implements solutions to integrate your data from multiple platforms or data sources by leveraging direct API calls and ETL tools when possible.

Tech Stack Advisory

Whether you’re a new business, a Series A/B startup needing to scale rapidly, or a mature company looking to innovate, EpiGrowth can evaluate your current systems, processes, and overall vision.  We provide a roadmap for your digital transformation journey broken out into phases along with a level of effort to implement for each.

Customer Support and Success

EpiGrowth customizes solutions to upgrade your ticket management workflow, consolidating cross-platform inquiries from email, web, and social.  We also leverage automation to increase first contact resolution and case deflection, so your customer support team can focus on harder tickets and creating a better customer experience.  Seeing sales data and customer support data in one system creates the start of your 360 view of the customer.

Marketing Automation

We guide the implementation of your marketing initiatives including targeted campaigns, lead qualify and scoring, personalizing customer engagement, and driving reporting insights.  EpiGrowth’s certified Marketing Automation team works with a variety of automation platforms that can be integrated with your CRM to track the full journey from prospect to repeat customer.  

Data and Systems Migrations

Whether it is millions of records or hundreds of records, we pay close attention to all details in migration projects.  EpiGrowth’s data migration team helps smoothly transfer data from legacy systems (or spreadsheets) to the new platform, safeguarding your historical records and integrating them with the new CRM.  A data cleansing strategy is also available.

Training

Organizations can reap the benefits of new technology faster with proper, well-organized training sessions including train-the-trainers and end-user training from a certified CRM consultant.  EpiGrowth collaborates with your Champions to develop training programs to increase user adoption of new systems and/or processes. 

Custom Development

EpiGrowth’s experienced developer team leads the build of your Salesforce AppExchange App, ensuring seamless connectivity between your proprietary platform and your customer’s Salesforce instance.  We manage the new App release roll-out to ensure smooth deployments and seamless updates for your customer base.

How we do it

  • Tailored Solutions
    Tailored Solutions

    From creating your roadmap, to implementation or migration, we develop the optimal CRM to meet your industry-specific business needs.

  • Flexible and Nimble
    Flexible and Nimble

    We excel at combining our skills and vast expertise to build the right team to support your business.

  • Relationship Approach to Delivery
    Relationship Approach to Delivery

    Our passion is supporting our clients and their initiatives. When they win, we feel the win too!

How we do it

  • Tailored Solutions
    Tailored Solutions

    From creating your roadmap, to implementation or migration, we develop the optimal CRM to meet your industry-specific business needs.

  • Flexible and Nimble
    Flexible and Nimble

    We excel at combining our skills and vast expertise to build the right team to support your business.

  • Relationship Approach to Delivery
    Relationship Approach to Delivery

    Our passion is supporting our clients and their initiatives. When they win, we feel the win too!

  • Innovation + Best Practices
    Innovation + Best Practices

    We lean on our experience of industry-based best practices with forward-thinking leaders

  • Out-of-the-Box Functionality
    Out-of-the-Box Functionality

    Whenever possible, we strive to use 'clicks not code' when building solutions

  • Unlocking the 360 View of Customer
    Unlocking the 360 View of Customer

    Integrate your systems and data to discover new insights about your customers and prospects.

Our Implementation Process

EpiGrowth’s hybrid waterfall / agile implementation methodology is flexible and adaptable to each project’s needs.

Our Implementation Process

EpiGrowth’s hybrid waterfall / agile implementation methodology is flexible and adaptable to each project’s needs.

Free Consultation
FREE
Two 1-hour Sessions

Topics include requirements evaluation, design brainstorming, license reviews, tech stack evaluation, and more

Attendees

Member(s) from EpiGrowth’s leadership team

Exploratory call sessions only

Exploratory calls do not include design, implementation, or testing services. Discussion are not covered by an MSA or SOW terms and conditions. NDAs can be executed prior to calls.

Schedule
CRM Health Check
$6K
System Audit

Comprehensive review of your Salesforce or HubSpot setup for potential issues

Best Practices

Recommendations based on industry standards and best practices.

Performance Tuning

Identify and resolve performance bottlenecks.

Security Assessment

Evaluate and enhance security measures to protect data.

Schedule
Sales Cloud Quick Start
$14K
Lead Management

Optimize lead tracking and conversion process

Account Management

Track customer lists and attributes

Opportunity / Deal Management

Standardize collection of the right information at the right time to close deals

Reporting

Create meaningful analytics for decision makers

Data Migration

Upload spreadsheet data into your new CRM so your team can access all data on Day 1

Schedule
Free Consultation
FREE
Two 1-hour Sessions

Topics include requirements evaluation, design brainstorming, license reviews, tech stack evaluation, and more.

Attendees

Member(s) from EpiGrowth’s leadership team.

Exploratory call sessions only

Exploratory calls do not include design, implementation, or testing services. Discussion are not covered by an MSA or SOW terms and conditions. NDAs can be executed prior to calls.

Schedule
CRM Health Check
$6K
System Audit

Comprehensive review of your Salesforce or HubSpot setup for potential issues.

Best Practices

Recommendations based on industry standards and best practices.

Performance Tuning

Identify and resolve performance bottlenecks.

Security Assessment

Evaluate and enhance security measures to protect data.

Schedule
Sales Cloud Quick Start
$14K
Lead Management

Optimize lead tracking and conversion process.

Account Management

Track customer lists and attributes.

Opportunity / Deal Management

Standardize collection of the right information at the right time to close deals.

Reporting

Create meaningful analytics for decision makers.

Data Migration

Upload spreadsheet data into your new CRM so your team can access all data on Day 1.

Schedule