CRM Consultants & Implementation Partners in Boulder, CO

CRM Command is a Salesforce consultancy based in Boulder, Colorado, led by founder and president Frank Silvester. The firm works mainly with small and mid-sized companies whose sales teams rely on Salesforce. It takes on projects in Boulder, Denver, elsewhere in Colorado and outside the state. Its scope is deliberately narrow.

Rather than spreading across many CRM platforms, it concentrates on helping organizations get more value from Salesforce, whether they are adopting it for the first time or repairing a setup that has fallen short.

Services

The practice has six service areas that clients can use on their own or combine:

• Assessment: an audit of an existing org covering design, process fit, data quality, automation, reporting, security and adoption. It draws on stakeholder interviews and system analysis, and the firm delivers a written report with findings, recommendations and a longer-range roadmap.
• Optimization: configuration work such as introducing or streamlining processes, adding automation to reduce manual effort and building analytics. This work usually relies on features already included in the platform.
• Implementation: new deployments for companies moving from another CRM. The work starts with choosing the right Salesforce edition and then follows a five-step method spanning design, discovery sprints, data, analytics and training.
• Training: tailored programs delivered remotely or on site, including a Quick Start Administrator course on user setup, configuration, report writing and dashboards.
• Data management: migration into and out of Salesforce, along with standardization, de-duplication, realignment, extracts and backups, supported by third-party tools.
• Fractional admin: on-demand or retainer support for user changes, reports, configuration requests, mass updates and record transfers.

How they work

Engagements typically begin with conversations with stakeholders to pin down requirements. The team then builds, tests and refines the solution until it is stable. The firm treats end-user training and support as part of every project rather than an optional extra. Its implementation approach stresses defining business processes and target outcomes before any configuration starts. Training programs are also shaped by interviews and data reviews, so clients end up with materials they can reuse when onboarding new staff.

The fractional admin offering is aimed at organizations too small to justify a dedicated administrator. The firm notes that most companies with fewer than 75 users fall into this group. Instead of asking an employee to manage Salesforce on top of a full workload, these clients can hand routine administration to certified consultants. Work is billed by the hour, with no minimum contract commitment.

Background and team

The team's roots are in sales leadership. It says it began by assembling sales organizations on a global scale before turning to Salesforce work, and it reports having implemented and optimized hundreds of orgs since then. Alongside Frank Silvester, the extended team includes Cathy Otocka as a senior Salesforce consultant and Bryan Kreitz, who covers Pardot marketing automation. The firm describes itself as a Salesforce consulting partner.

For buyers comparing implementation partners, CRM Command stands out in three ways. Its small-firm structure keeps clients working directly with experienced people. It communicates in plain language and avoids heavy technical documentation. Its guiding view is that a CRM should revolve around the customer while staying simple, usable and transparent.

Overview

The Red Van Workshop is a commerce-focused consultancy that designs, builds and supports digital selling platforms on Salesforce and Shopify. Its clients are mainly enterprise brands and retailers running business-to-consumer, direct-to-consumer and business-to-business storefronts, along with colleges and universities that rely on Salesforce for fundraising and continuing education.

For buyers evaluating CRM partners, the firm is best suited to organizations whose customer relationship strategy is closely tied to online transactions, order flows and marketing engagement rather than to sales-pipeline projects alone.

Salesforce and CRM capabilities

Red Van is a certified Salesforce consulting partner, and its practice spans a broad set of clouds. Its listed Salesforce competencies include:

• B2C, B2B and D2C Commerce Cloud
• Order Management (OMS)
• Sales Cloud and Service Cloud
• Marketing Cloud and Data Cloud
• Tableau analytics

Engagements range from new site launches and replatforming to migrations, headless architecture rollouts and expansion into additional Salesforce clouds. The company also offers Autobahn, a proprietary accelerator that bundles in-house technology with ready-made third-party connectors for storefronts, order handling, payments, fraud screening and marketing, with the goal of shortening timelines and lowering project cost.

Its higher education practice treats an institution's website as a hub where gifts, tribute donations, recurring pledges, course registrations and community program purchases all flow into the school's existing Salesforce environment, giving staff a single record of each supporter.

Shopify, marketing and retail tools

Alongside Salesforce, the firm is a Shopify partner delivering storefront builds, custom integrations, feature work and staff augmentation, and it connects commerce sites with ERP, order management and marketing automation systems, including Klaviyo.

Its own product line includes a Retail Operations Suite that extends Shopify with purchase orders, receiving with advance ship notices, transfers between stores, cycle counts, inventory adjustments and label printing, plus App Telemetry and a Site Performance Analyzer. It also helps merchants adopt Shop Pay, including on sites not built on Shopify.

How they work with clients

Red Van emphasizes close collaboration and tailors each support arrangement to the individual customer, revising it as requirements shift. Post-launch options include Roadside Assistance, a month-to-month managed service billed as a retainer at blended rates that covers fixes, preventive maintenance and ongoing strategy, and a Technical Account Manager offering that can be delivered either as a managed service or through staff augmentation. The company also runs operational education programs to help client teams become productive on their platforms after go-live.

Background and credentials

The company reports roughly ten years of Salesforce specialization, more than 400 commerce deployments and over 200 certifications held by its staff, all of whom are based in North America. Published case studies cover brands such as Samsonite, Martin Guitar, KEEN, Stance, Citizen, Boot Barn, Cuyana, MeatEater and CarBahn, as well as a Midwestern university giving platform and a medical continuing education provider. Its onshore delivery model and reusable accelerators are the main differentiators for buyers weighing commerce-centric CRM partners.