1:1 Expert CRM Consultation
Get Strategic, Senior-Level Guidance Exactly When You Need It
Sometimes you don’t need a full project. You just need an expert to talk to. Our 1:1 Expert CRM Consultation gives you direct access to a certified Salesforce consultant who understands both the technical platform and the business strategy behind it.
Whether you’re evaluating a CRM migration, troubleshooting a specific issue, or validating a process before scaling, we offer clear, actionable advice based on years of experience across industries.
This service is designed to be fast, focused, and flexible. No long contracts. No unnecessary steps. Just clarity and direction.
Sometimes you don’t need a full project. You just need an expert to talk to. Our 1:1 Expert CRM Consultation gives you direct access to a certified Salesforce consultant who understands both the technical platform and the business strategy behind it.
Whether you’re evaluating a CRM migration, troubleshooting a specific issue, or validating a process before scaling, we offer clear, actionable advice based on years of experience across industries.
This service is designed to be fast, focused, and flexible. No long contracts. No unnecessary steps. Just clarity and direction.
We help with:
CRM platform evaluations: Salesforce vs HubSpot, Zoho, and others.
CRM platform evaluations: Salesforce vs HubSpot, Zoho, and others.
Troubleshooting Sales Cloud, Service Cloud, or Nonprofit Cloud.
Troubleshooting Sales Cloud, Service Cloud, or Nonprofit Cloud.
Workflow automation strategy and Flow design.
Workflow automation strategy and Flow design.
Reporting, dashboard structure, and KPI tracking.
Reporting, dashboard structure, and KPI tracking.
Mini audits of your current Salesforce setup.
Mini audits of your current Salesforce setup.
Licensing questions and optimization strategy.
Licensing questions and optimization strategy.
Integration planning with tools like QuickBooks, Donorbox, Stripe, Google Workspace and others.
Integration planning with tools like QuickBooks, Donorbox, Stripe, Google Workspace and others.
Prepping for internal stakeholder meetings or platform upgrades.
Prepping for internal stakeholder meetings or platform upgrades.
What’s included:
A live 60-minute session with a senior Salesforce consultant.
A live 60-minute session with a senior Salesforce consultant.
Pre-call intake form to align on goals and challenges.
Pre-call intake form to align on goals and challenges.
Follow-up summary with key takeaways and next steps.
Follow-up summary with key takeaways and next steps.
Option to apply the session fee toward a future project if you move forward with us.
Option to apply the session fee toward a future project if you move forward with us.
This service is ideal for:
Business owners or team leads exploring Salesforce.
Business owners or team leads exploring Salesforce.
In-house admins or IT staff who need a second opinion.
In-house admins or IT staff who need a second opinion.
Nonprofits looking for clarity before committing to implementation.
Nonprofits looking for clarity before committing to implementation.
Companies with underperforming setups that need quick insight.
Companies with underperforming setups that need quick insight.
Anyone who wants expert advice without a full engagement.
Anyone who wants expert advice without a full engagement.
At Palm Consulting, we design every session to empower you with practical answers and strategic direction. Sometimes, one conversation is all it takes to move forward with clarity.
At Palm Consulting, we design every session to empower you with practical answers and strategic direction. Sometimes, one conversation is all it takes to move forward with clarity.
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team