Project-Based Solutions

Our partnership

Partnering with Trail Peak will provide you with complete freedom of having to deal with stressful CRM integrations and tirelessly creating workflows to complete only a fraction of what your project calls for. With over 15 years of Salesforce and Hubspot experience, let us take those struggles from you and help you concentrate on your real goal - achieving revenue growth.

Trail Peak provides a full range of project solutions tailored to Salesforce and Hubspot. Although it is highly recommended to partner with a trusted company for an ongoing relationship, we are more than willing to assist you with any of your company needs. Whether that be an internal customized integration or a data cleansing project your team needs support with, we are here to help. Feel free to fill out the contact Us form so we can discuss project needs to provide you a quote as quickly as possible.

Our main goal is to provide you with transparency, knowledge and support so you can comfortably concentrate on what matters most - innovation and revenue growth.

Frequently asked questions

What do you mean when you say "system integrations"?

We have extensive experience in integrating and managing sales tools such as Zoominfo, Apollo, Outreach and many other sales tools to support your account engagement run as smooth as possible. We also do internal system integrations that involve coding and more rigorous coding integrations.

What types of project do you have experienced with??

We have worked on many projects that have increased our clients' efficiency. One example was data cleansing over 200k accounts in Salesforce, merging duplicates and updating information for the remaining Accounts. We discovered that 37% of their Accounts were duplicates, cleaning the system and allowing the sales team to work more effectively. Another example is a client that was using an internal, customized, invoice system for their logistics company. We were able to integrate this with Hubspot, allowing the Accounting and Sales teams to transparently view the invoices and provide the Account Management times with timely, automated reminders to reach out for renewal.

How much does it cost?

Since this is project-based, we will need to discuss pricing over a call and provide you a quote at your earliest convenience. We want to be cost effective and potentially be your go-to for any CRM related solution you may have in the future

How are you different than other consulting companies?

We offer an all-in-one solution. We have a full team dedicated to your account with full white-glove service. We do not charge based on retainer hours or project costs, as we have experienced that creates a disconnect of relationship between partners. We want to stay transparent and be your dedicated support so we can grow a long lasting partnership. Our customer experience is unmatched, giving you full visibility on what we are working on and giving you weekly updates. We are always available during working hours, as we are U.S. based.

What kind of support will I receive?

You will experience a full range of services with dedicated support. Our team of admins and developers will be fully committed to building your systems and supporting your businesses needs. You will have one point of contact that manages the team that is under your account, which creates an efficient system that creates a seamless workflow to support all of your projects and needs.