What is the Sales Cloud?

Salesforce-Activity-in-Lightning

Lead Management

Spending money on marketing but can't track your leads? Lead management will ensure that the money your business spends on marketing doesn't go to waste. Track, Convert and Re-Engage dead leads leads easily in one system. We will help you build a lead management process in Salesforce that will turn more of your hard earned leads turn into sales opportunities.

Sales Cloud with Mobile and Desktop

Sales Pipeline & Forecasting

Track your sales opportunities from any device, anywhere in the world. Log activity and interactions with your clients automatically the clients file. View the current status of a Sales Opportunity. All this is possible with the Salesforce Sales Cloud. Our team will work with you every step of the way to construct your businesses sales process directly into the Salesforce CRM Integration for maximum efficiency.

Cloud-Process-Builder-Automation

Business Automation

Sick and tired of repeating the same tasks over and over again in your current system? It's no secret - businesses that are turning to automation to solve problems have more time to focus on the end client. Is your business a part of this trend or are you falling behind with repeat data entry tasks? We can build automation processes in Salesforce to help save your staff valuable time. Spend more time closing deals, not entering them!

Salesforce-Reporting-Analytics

Reports and Dashboards

Visual Reporting, Easy tracking and information at a glance from any device. We listen to the information you need to run your business and build easy to see reports & dashboards showing only the data that is relevant to you.

HOW CAN WE HELP YOUR BUSINESS?

We want your business to succeed with Salesforce. You don’t pay good money on licenses to then use multiple other systems to run your daily business. You want everything integrated and working in harmony.
Unfortunately, some businesses spend the money on licences but not proper customisation. This leads to a system that is not adopted, not functional and not going to work.

 

We use a 6-point
implementation plan
  • 1Needs Discovery
  • 2Project Plan
  • 3Project Implementation
  • 4System Review
  • 5User Training
  • 6After-Implementation Support
Lets Talk

Find out how we can help you plan the future of your business. Salesforce CRM Training & Salesforce CRM Integration experts.

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