I spent countless hours researching the next step in CRM for our firm. We were migrating our information from ProTracker SQL Database and I knew that we wanted something that we could really make our own and was mobile/web based. Salesforce fit the bill 100%, except I needed help with the customization. I did due diligence on a few companies and after speaking with everyone’s client references, it was clear that XLR8 was the best at what they do.
The people at XLR8 know the salesforce system inside and out. Before we started the migration, we had many, many, many meetings to go over every little detail on how we’re going to map everything so that we have the least amount of cleanup to do afterward. I am a bit of a perfectionist (sorry Cele and Bev!!) and I had endless questions, which they handled very professionally. After migration, they did a great job helping me organize all the cleanup and worked diligently to work out any issues we had.
I certainly learned some things through this process, the biggest is that changing CRMs is not for the faint of heart!! The other is that having the right partners is absolutely essential and XLR8 is it. You absolutely get what you pay for and they are worth every penny. Thanks for everything, I look forward to working with you to refine our system for many years to come!!