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Smart Salesforce® Solutions for Better Customer Engagement
Level Up CRM designs intelligent Salesforce® implementations that help nonprofits, education solution providers, and tech-enabled businesses scale smarter, serve better, and grow faster.
We are passionate problem solvers with a hands-on, no-nonsense approach. Many of us have worked with consultants in past roles — and didn’t always love the experience. That’s why we built Level Up CRM differently: focused on substance over form, clarity over jargon, and real results over flashy presentations.
Our mission is simple: deliver smart Salesforce® solutions that help our clients level up their business — whether that means improving customer service, streamlining sales, or integrating complex systems.
From implementation to ongoing support, we offer end-to-end Salesforce® expertise tailored to your industry and goals.
Whether you're starting fresh or expanding your Salesforce footprint, we guide you through setup, configuration, data migration, and user adoption — ensuring a smooth launch and measurable ROI.
Connect Salesforce with your marketing automation, ERP, payment systems, and more. We unify your tech stack for a true 360-degree view of your customers and operations.
When off-the-shelf doesn’t cut it, we build custom apps, Lightning components, workflows, and automation to meet your unique business needs — all within the Salesforce ecosystem.
We analyze your current workflows and redesign them for efficiency, scalability, and user satisfaction — from lead-to-cash to case management and beyond.
Act as an extension of your team with ongoing admin support, user training, change management, and system monitoring — so you can focus on your mission.
We don’t just implement systems — we help organizations adapt to them. Our change management strategies ensure adoption, reduce resistance, and maximize long-term success.
We specialize in serving mission-driven and innovation-focused organizations.
Fundraising, donor management, program tracking, and grant reporting — optimized in Salesforce.
K-12 and higher ed institutions, EdTech platforms, and professional development services.
Scalable CRM solutions for e-commerce, SaaS, and service-based businesses.
Real results from real clients.
Leading K-12 Education Publishing & Technology Company
Increased sales productivity by 8–10% through process improvements, Salesforce optimizations, KPIs, and coaching.
Professional Development Services
Unified sales processes after acquisition, enabling go-to-market alignment while keeping fulfillment separate.
K-12 EdTech & Professional Services
Implemented real-time feedback collection in Salesforce, integrated with events, and improved CSAT tracking.
Smart Clothing Engineering & E-Commerce
Built FCR dashboard to monitor open cases, agent response times, and improve customer service efficiency.
Certified experts with real-world experience.
Co-Founder & CEO, Salesforce Solution Architect
Brian leads our technical strategy and architecture. With deep expertise in Salesforce platforms, he ensures every solution is scalable, secure, and aligned with business goals.
Co-Founder & Head of Client Services
Cathy drives client success and engagement. She ensures every project delivers value, on time and within scope, with a focus on user adoption and long-term impact.
“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% aligned with our vision.”
Let’s discuss how we can help you achieve smarter Salesforce® solutions, better customer engagement, and measurable business growth.
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