SERVICES

Salesforce Implementation

HAVE AN EXISTING SALESFORCE SET UP THAT NEEDS A LITTLE IMPROVEMENT? (OR A LOT…)

We will spend time understanding your current business, gathering information about your processes and existing infrastructure, along with understanding your future goals, to ensure your Salesforce integration can scale with your business. If necessary, we will guide the transition of your data to make sure you have a clean start with your new software. We offer training as well to help your team most efficiently utilize your new set up but also to ensure you know the capabilities of the platform for your business. Once you’re up and running, we’re still there to help you with new questions and support as the needs arise.

Sales Cloud

Increase deal velocity, improve conversion ratios, and enhance communication with prospects and customers, while gaining valuable insight into pipeline and forecasting – all on the same platform. Sales cloud brings teams together for a consistent and collaborative sales process from anywhere in the world.

 

Service Cloud

Empower your company to provide world-class customer service more efficiently than ever before. Automate case management, routing, escalations, entitlements, and SLAs while streamlining the support journey. Combine this data with your Sales Cloud data to form a comprehensive picture of your customer for both all teams.

Experience Cloud

Salesforce Experience Cloud (Formerly known as Community Cloud) drives engagement with customers, partners, referral sources through a custom branded and secure portal. . Experience Cloud provided segmented and secure access directly to your salesforce environment to enable collaboration without external email threads, spreadsheets, and notes that are disconnected from your CRM.

 

Pardot

Pardot provides B2B email marketing and online engagement through personalized scalable communication. Email journeys are a great way to engage with customers throughout the entire engagement including nurturing prospects, keeping customers up to date with new letters, and providing onboarding guidance.

 

CPQ

CPQ enables consistent advanced price management including field based approvals, tiered pricing, bundled pricing, product configuration rules, and cost management. Once the pricing process is complete, CPQ can generate quotes and collect payment with optional billing functionality.

 OUR OTHER SERVICES

What Else We Do

BUSINESS PROCESS AUDIT +

STRATEGY CONSULTING

Product selection and solution architecture sets the foundation for success for your business.

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MARKETING INTEGRATIONS

FOR AUTOMATION

Product selection and solution architecture sets the foundation for success for your business.

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SALESFORCE

OPTIMIZATION

We can optimize existing Salesforce build and enhance existing structures to enable your company to be more efficient.

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CONTACT

Let's Chat

Whether you're not sure what you need or you are ready for a quote - drop us a line.

We provide expert Salesforce consulting services for small and high growth businesses looking to scale. We enable your organization to quickly see and measure results to help make building customer relationships more efficient.