CRM: The foundation of your technology stack
Why not start with the best?
- 25% increase in revenue
- 25% increase in marketing ROI
- 27% increase in customer retention
- 44% increase in productivity
- 35% increase in customer satisfaction
Don't have the time or the technical team to get things done?
Salesforce Retainer Plan
- Business process improvements
- Executive-level requirements
- Configured Salesforce solution
- Instant communication
- Dedicated Salesforce help
- Live adhoc changes
- Constant support
- Weekly office hours
Salesforce
Solutions we help our clients with
Requests we often get
Tech Stack
We work with best in class technology
Software we work with
Salesforce Help
- Adhoc Salesforce Requests
- Custom Objects
- Automation Creation
- Process Improvements
- Field Mapping
- Custom Field Creation
- Campaign Management
Reports & Dashboards
- Standard Reports
- Custom Report Types
- Custom Dashboards
- Data Health Dashboards
- Sales Organization Dashboards
- Productivity Dashboards
Salesforce Features
- Lightning Migration
- Email Alerts
- Lead Assignment Rules
- Approval process
- Einstein Features
- Lead Field Mapping
- Pricebooks & Products
- Team Selling
- Web-To-Lead
- Communities
Additional Services
- Office Hours
- End-User Training
- Process Documentation
- High-Velocity Sales
- Salesforce Inbox
- Executive Requirements
- Next Practice Solutions
Salesloft Help
- Salesforce Integration
- Cadence Setup
- Calendar Integration
- Conversation Intelligence
- Custom Fields
- Advanced Automation
- Opportunity Management
- Custom Salesforce Reporting
- Integration
ZoomInfo
- Field Mapping
- Scheduled Jobs
- Enrichment Jobs
- Salesforce Integration
Vidyard
- Salesforce Integration
- Mail Integration
- HubSpot Integration
- End-User Training
- Zoom Integration
HubSpot
- HubSpot Rollout/Setup
- Salesforce Integration
- SurveyMonkey Integration
- Workflow Setup
This is just a subset of what we offer
We do this and much more
Custom Salesforce Implementation
Do the packages above not fit your needs?
Do you want to take Salesforce to the next level ?
