The CRM Firm

“Having children just puts the whole world into perspective. Everything else just disappears.” ~ Kate Winslet   When your child needs you, the rest of the world has a way of falling away. For families navigating the NICU, that love is joined by uncertainty, fear, and a journey no parent should have to walk alone.   We are incredibly grateful to have once again been a part of Love for Lily’s Boots & Bling, an evening filled with heart, hope, and a community that reminds us how much lighter the road feels when others walk beside you.   Thank you for letting us be part of something so special and so deeply important. #LoveForLily #TheCRMFirm #BootsAndBling #NoFamilyWalksAlone #NICUStrong #HopeInAction #CommunityMatters

Are you suited up? We’ve got some news!   You know how sales reps are supposed to be out building relationships, closing deals, and being awesome?   But, often they’re just buried in CRM updates, meeting notes, follow-up tasks, and enough admin work to make even Barney Stinson question his life choices.   That's why The CRM Firm is partnering with Donna.   Donna is the AI assistant built for field sales teams that handles the busywork before, during, and after customer meetings. Think personalized meeting prep, automated notes, CRM updates, follow-ups, and cleaner Salesforce data, all without the endless clicking and typing.   Together, The CRM Firm and Donna will help sales teams spend less time feeding Salesforce and more time feeding the pipeline.   Because let's be honest . . .   Nobody wants to have to wait to be legendary. https://www.askdonna.com/    #AskDonna #Donna #TheCRMFirm #CRMF #Partnership #Salesforce #AI #SalesEnablement #RevOps #FieldSales #SuitUp #Legendary

I’m very excited to partner with The CRM Firm! A Salesforce consulting firm at the forefront of transforming business 🤝🇺🇸 If you know me, you know my mission: field sales teams shouldn't spend their evenings typing meeting notes into a CRM. They should be with customers, and I handle the rest. The CRM Firm has spent over a decade making Salesforce actually work for businesses, from implementations and process automation to systems integration. They fix what's broken, optimize what works, and build what's missing. 💜 Together, we're turning every customer conversation into actionable intelligence inside Salesforce, no extra admin, no added complexity. Just better CRM productivity for field and frontline teams across the US. To their customers: your reps are about to get a lot of time back and will be better prepared for any future interaction! Here's to the partnership! 💜 Stephanie Hagan Rosalie Kendall Kami Johannes Chris Wojciak Ben Kerkhoff Jonie Friend Amy Hendershot Sarah Burt Amber Centeno

The hills are alive … with the sounds of Salesforce. And our very own CEO & Founder, Stephanie Hagan, will be taking the stage once more alongside some of the industry’s top female executives at Mile High Dreamin' Dreamin’ 2026. If you’ve been waiting for a sign to attend … consider this your “so long, farewell” to FOMO. • Mile High Dreamin’ 2026 • August 26-27, 2026 • Tickets: https://lnkd.in/gvPJCsmQ Grab your seat before it disappears like a governess in the Alps and we will see you there! #TheCRMFirm #WomenInTech #FemaleExecs #Salesforce #MileHighDreamin #DreaminEvent #Leadership 

The hills are alive … with the sounds of Salesforce. And our very own CEO & Founder, Stephanie Hagan, will be taking the stage once more alongside some of the industry’s top female executives at Mile High Dreamin’ 2026. If you’ve been waiting for a sign to attend … consider this your “so long, farewell” to FOMO. Mile High Dreamin’ 2026 • August 26-27, 2026 TICKETS: https://lnkd.in/gvPJCsmQ Grab your seat before it disappears like a governess in the Alps and we will see you there! #TheCRMFirm #WomenInTech #FemaleExecs #Salesforce #MileHighDreamin #DreaminEvent #Leadership

We’ve got a showcase showdown-level announcement . . . an exclusive partnership with EBizCharge, the leading Salesforce payment integration. And, ladies and gentlemen, this one’s perfect. Here’s what you’ll take home with this showcase: + Take payments right inside Salesforce, no extra steps, no backstage trips + Keep sales and accounting in sync, no more overbidding on handoffs + Close the deal and collect payment before the clock runs out + Send payment links so fast it feels like a one-dollar steal + Give customers a self-service portal, they can play along at home + Recurring billing that keeps things spinning, round after round + Securely store payment details, because nobody likes a risky wager + PCI validated protection, keeping everything right in the safe zone Come on down and make your move, because when Salesforce and payments finally click . . . every deal lands right on the money. To see what EBizCharge can do for you particular instance, check out their showcase yourself: https://lnkd.in/ggSgWsEf Firm&partnerid=CRM Firm #Salesforce #FinTech #Payments #B2B #SaaS #Integration #RevenueOps #DigitalTransformation #Partnership #TheCRMFirm #EBizCharge

Riddle me this. What looks like a simple migration, but turns out to be more than 200 regulated documents, each demanding exact language, precise formatting, and zero tolerance for error? A system you don’t just move. A system you must rebuild. Pinnacol Assurance set out to modernize its document automation and uncovered a puzzle where every piece had rules. No approximations. No shortcuts. Every detail had to fit without compromising compliance. Formstack, powered by Intellistack, provided the foundation by enabling Salesforce-native document generation and dynamic, data-driven outputs. It connected the system in a powerful way, but the real challenge was bringing every moving part together with precision. That is where The CRM Firm came in. Rather than treating the effort as a lift-and-shift migration, we approached it as a full transformation. Document by document, we built a structured, repeatable framework, mapping Salesforce data into Formstack templates and refining each element from formatting to page counts. The result was not just a rebuild, but a deliberate system designed for the future. What could have been a fragmented process became something cohesive and controlled. For the full story, and no more riddles, go to: https://lnkd.in/gKj4tkM5 #CaseStudy #DigitalTransformation #DocumentAutomation #Salesforce #Formstack #Intellistack #TheCRMFirm #CRM #Automation

Stephanie Hagan has the power!!! Thank you to ColoradoBiz for including Stephanie in the Spring 2026 Colorado 500 list for Technology. To stand among builders, problem-solvers, and fearless leaders who earn trust both in the spotlight and behind the scenes is a distinction she, and The CRM Firm team, do not take lightly. Truly, thank you for including us. Now back to it. The work continues. The mission endures. For Eternia, CRMF and beyond!    https://lnkd.in/gCha8VcG   #coloradobiz500 #coloradobiz #leadbyexample #thecrmfirm 

The 2026-27 schedule was just released, which means another season of Bronco football is just on the horizon. Once again, we’re proud to take our place alongside our beloved team as a Denver Broncos Small Business Partner Program member. In this city, football is more than a game. It’s tradition. It’s energy. It’s a connection that brings Bronco Country together week after week. Last season we took a huge step forward. This season we have our eyes set on taking it even step further and wrapping our hands on that trophy!! The stage is set, preseason is fast approaching, and it won’t be long until we’re back on the gridiron. It’s time to get ready to ride! #BroncosCountry #MileHighMagic #TheCRMFirm #DenverBroncosSBP #SmallBusinessPartner #DenverBroncos 

We wanted to take a moment to thank everyone who supported and attended our Women in Financial Services panel, “Sips and Strategies,” on May 4th in San Francisco.   Hosted by our own Stephanie Hagan alongside Jennifer Lagaly and Marla Sofer, and thoughtfully moderated by Taylor Nanfria ☁, the conversation centered on leadership grounded in action, honesty, accountability, and shared experience. What emerged was something far greater than a networking event or a passion project. It was a meaningful and empowering discussion about the future of leadership within financial services and the importance of ensuring that future is shaped by a broader range of voices, perspectives, and experiences.   Jennifer and Marla spoke candidly not only about their successes, but also the pivots, challenges, and moments that defined their leadership journeys. Taylor created space for a conversation rooted in authenticity and substance that reflected both the realities of the industry today and the opportunities that lie ahead.   We were also encouraged by the presence of male allies who joined the conversation in support, because meaningful progress doesn’t happen in isolation. It happens when leadership is championed collectively and when people across the industry are willing to listen, advocate, and create opportunities for others to step up, even if they don’t feel they are fully ready. It’s an evolutionary process shaped through experience, trust, accountability, and the willingness to grow into leadership through action rather than waiting for permission.   The future of financial services will be shaped by the people willing to step forward, challenge assumptions, elevate others, and lead with conviction. The voices in that room weren’t simply discussing change; they represented the momentum actively driving it. If the conversation at “Sips and Strategies” made anything clear, it’s that the next era of leadership is already here, and its impact on this industry will resonate long into the future. #WomenInFinance #WomenInFinancialServices #Leadership #FinancialServices #LeadershipDevelopment #WomenInLeadership #InclusiveLeadership #FutureOfFinance #DiversityInFinance #EquityInLeadership #ProfessionalDevelopment #IndustryLeadership #FinanceIndustry #Empowerment #Mentorship #BusinessLeadership #Community #LeadershipMatters #FinanceProfessionals #SipsAndStrategies #TheCRMFirm