Salesforce when aligned fully to your sales process is an incredibly valuable tool. In our experience, although clients are current users of the system they tend to fall in one of 2 groups –
- Love Salesforce, yet deep down know they haven’t unlocked the pot of gold they hear others rave about.
- Don’t love Salesforce and are frustrated that they can’t even see the pot of gold others rave about.
Our job is to make sure clients are getting the most from their investment and using Salesforce to the maximum of its capabilities. How do we do that? A number of ways, which all start with a full review of your current business process and Salesforce process flows – mapping them out to clearly see where there are mismatches that can be causing delays, errors and frustration.
What can we do to help?
- Completely realign the Salesforce workflow to business processes
- Simplify Salesforce workflow, configuration, fields, content and structure
- Cleanse, de-dupe, merge and sort all data for 100% clarity and reliability
- Create full suites of KPI reporting and dashboards from sales individual to ExCo board level
- Deliver end to end sales training, inclusive of every process and user experience in Salesforce
- Seamlessly include all Salesforce plug in apps for marketing and sales motivation / coaching and performance
We touch all areas that impact the success of your Salesforce investment – data, process flow, reporting, analytics and user training.
For a more in depth chat about your specific needs and how we can help you unlock Salesforce please feel free to call us or complete our contact form.