Salesforce Sales Cloud Implementation

Opportunity Management: Helps sales teams track and manage their sales pipeline, forecast revenue, and stay on top of deals through every stage of the sales process.

Lead Management: Provides tools to capture, nurture, and score leads, ensuring that sales teams focus on the most promising prospects.

Sales Forecasting: Offers real-time, customizable sales forecasts, giving sales leaders a clear view of future revenue and helping them make informed business decisions.

Contact and Account Management: Stores and organizes customer information, providing a comprehensive view of each customer's interactions, history, and relationships with your company.

Reports and Dashboards: Delivers powerful, customizable reporting and dashboard tools, enabling sales teams to monitor performance, identify trends, and make data-driven decisions.

Process Automation with Workflow Rules: Streamlines sales processes by automating repetitive tasks, such as sending follow-up emails, updating records, and assigning tasks to team members.

Increase sales volume, improve customer relationships, and close deals faster

Speed up response times and increase conversion rates

Track sales pipeline and forecast revenue

Increase customer loyalty and retention rates

Send automated follow-up emails

Generate sales reports and make data-driven decisions

Create and manage price quotes automatically

Communicate with customers seamlessly with email integration

Prioritize leads and improve sales efficiency with AI

Monitor team performance with dashboards

Gain insights from customer calls and identify coachable moments. Managers and reps can review recordings to track competitors, products, keywords, pricing, and next steps. Sales leaders can analyze trends and visualize key insights from voice and video calls.

Boost sales with bots that enhance the web-to-lead experience. A buyer assistant can pitch your products’ value after business hours, notify relevant team members when a customer is chatting, intelligently route leads to your sales team, and schedule customer meetings.

Uncover vital relationships by exploring diverse data sources, including unstructured web pages and structured information from Salesforce records.

Get summary of a record in seconds.

Ensure your Salesforce CRM functions correctly, identify and rectify inefficiencies, check data security, get recommendations

1 business day

All from a free audit + Check data quality and security, automations, integrations with 3rd-party systems, get guidance and recommendations

5 business days

10 business days

All from a basic audit + Analyze purchased Salesforce features, licenses, check manually integrations with 3rd-party systems, get guidance, reports and roadmaps for maximizing ROI and engagement.

Industry
Healthcare

Solutions

• Service cloud
• Sales cloud
• Integration

Country
Germany

Enhanced operational and sales efficiency for a dental alignment therapy provider.

Industry
Wellness

Solutions

• Sales Cloud
• CPQ
• PDF generator

Country
USA

Improved performance and redefined sales structure for a wellness company

Industry
Farming

Solutions

• Custom CPQ
• Sales cloud
• Integration with ERP

Country
USA

Increased productivity and sales for a flower growing and wholesale company

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Data Management & Migration

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