Salesforce 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 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 Salesforce solutions including, but not limited to: system integrations, workflow creation, user management and set up, Pardot/Account Engagement support, data cleansing, ongoing administration/support and more.

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. For example, we supported a client with integrating their custom invoice solution with Salesforce to create a seamless payment process for their client and provide them with full visibility in Salesforce.

What is your level of support in Pardot/Account Engagement?

Pardot/Account Engagement is tailored to Marketing teams for Marketing teams. We take action in set up and maintenance, but we do not support in content creation. We can support in creating forms, creating automation and giving suggestions based on our industry knowledge.

How much does it cost?

Salesforce consulting and support will cost $6,500 per month. This is a flat rate price to help your accounting team manage payments and invoices easier. Also, having dealt with retainers at previous firms, the flat rate helps manage the headaches of tracking retainer hours and project costs. If you sign a one-year contract we will deduct $500 per month from the total, saving you $6,000 per year!

How are you different than other consulting companies?

We offer an all-in-one Salesforce 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 Salesforce 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.