The JRG Group CRM Implementation and Build

$12,000.00

For teams who want it designed, built & launched.

  • Salesforce (or your platform) configuration & automation

  • Data migration, integrations & user enablement

  • Scoped from your assessment — Sales and Service

We take your assessment, kick the tires, and deliver a live system your people actually use.

What we do

  • Design: Map processes, UX, and sprint-ready backlog. We translate messy requirements into a clear, prioritized implementation plan for Sales and Service.

  • Build: Configure objects, flows, automation, and security. Develop integrations and middleware where needed. Unit and system testing so features work the first time.

  • Migrate: Clean, transform, and load your data with validation and reconciliation. Minimal downtime approach for cutover.

  • Integrate: APIs, ETL, middleware, and event-driven connections to CRM-adjacent tools. Robust error handling, monitoring, and retries.

  • Enable: Role-based training, quick-reference guides, and train-the-trainer sessions. Adoption support during and after go‑live.

How we scope it

  • Start with your assessment: existing architecture, processes, and org readiness.

  • Deliver a prioritized, time-boxed roadmap for Sales and Service with clear acceptance criteria.

  • Fixed-scope or flexible delivery options: sprint-based builds or outcome-based milestones.

Why teams choose us

  • Practical delivery chops: we’re heavy on implementation experience and light on buzzwords.

  • Outcome-focused: we design for adoption, not just technical completeness.

  • Agile, predictable, and a little quirky—because serious work doesn’t have to be boring.

Ready to go from assessment to launched? We’ll design, build, migrate, integrate, and enable — and make sure your team actually uses it.

For teams who want it designed, built & launched.

  • Salesforce (or your platform) configuration & automation

  • Data migration, integrations & user enablement

  • Scoped from your assessment — Sales and Service

We take your assessment, kick the tires, and deliver a live system your people actually use.

What we do

  • Design: Map processes, UX, and sprint-ready backlog. We translate messy requirements into a clear, prioritized implementation plan for Sales and Service.

  • Build: Configure objects, flows, automation, and security. Develop integrations and middleware where needed. Unit and system testing so features work the first time.

  • Migrate: Clean, transform, and load your data with validation and reconciliation. Minimal downtime approach for cutover.

  • Integrate: APIs, ETL, middleware, and event-driven connections to CRM-adjacent tools. Robust error handling, monitoring, and retries.

  • Enable: Role-based training, quick-reference guides, and train-the-trainer sessions. Adoption support during and after go‑live.

How we scope it

  • Start with your assessment: existing architecture, processes, and org readiness.

  • Deliver a prioritized, time-boxed roadmap for Sales and Service with clear acceptance criteria.

  • Fixed-scope or flexible delivery options: sprint-based builds or outcome-based milestones.

Why teams choose us

  • Practical delivery chops: we’re heavy on implementation experience and light on buzzwords.

  • Outcome-focused: we design for adoption, not just technical completeness.

  • Agile, predictable, and a little quirky—because serious work doesn’t have to be boring.

Ready to go from assessment to launched? We’ll design, build, migrate, integrate, and enable — and make sure your team actually uses it.