Optimise Salesforce Sales Cloud®

Optimise Salesforce Sales Cloud®

Helping you make the most of Sales Cloud

Whether you’re new to Sales Cloud or you’ve been using it for a while, you’ll want to make sure you’re getting value from your investment.

Over time, CRM systems can lose purpose and direction. The system can become bloated with fields and data you no longer need, which detracts from the value of the system.

We help new and existing clients ensure that they’re leveraging the ever-growing list of Sales Cloud features that can streamline processes and add value.

Helping you make the most of Sales Cloud

Whether you’re new to Sales Cloud or you’ve been using it for a while, you’ll want to make sure you’re getting value from your investment.

Over time, CRM systems can lose purpose and direction. The system can become bloated with fields and data you no longer need, which detracts from the value of the system.

We help new and existing clients ensure that they’re leveraging the ever-growing list of Sales Cloud features that can streamline processes and add value.

Reduce time spent on repetitive tasks

Today’s sales professionals spend just 34% of their time selling.

We can help you map out your ideal sales process and automate tasks, approvals and other processes – reducing time spent on admin.

Move your email traffic to Salesforce Chatter and start collaborating in the context of Opportunities and Accounts.

We’ll work with you to find ways for Salesforce to save you and your team time and frustration associated with purely transactional tasks.

Reduce time spent on repetitive tasks

Today’s sales professionals spend just 34% of their time selling.

We can help you map out your ideal sales process and automate tasks, approvals and other processes – reducing time spent on admin.

Move your email traffic to Salesforce Chatter and start collaborating in the context of Opportunities and Accounts.

We’ll work with you to find ways for Salesforce to save you and your team time and frustration associated with purely transactional tasks.

Design dashboards with live data

Working with non-validated keyed data in old spreadsheets wastes time and prevents businesses making confident decisions.

What are the top metrics that make a difference in your business? Revenue? EBITDA? Product volume? Do you need this data by team, product/service line? Should forecast pipelines be ‘bucketed’ for ‘best case’/’worst case’ analysis? Do you need to track quotas and attainment?

All this is possible in Sales Cloud and dashboards can be scheduled for distribution or made available to any profiles or users, either on desktop or via the Salesforce mobile app.

Design dashboards with live data

Working with non-validated keyed data in old spreadsheets wastes time and prevents businesses making confident decisions.

What are the top metrics that make a difference in your business? Revenue? EBITDA? Product volume? Do you need this data by team, product/service line? Should forecast pipelines be ‘bucketed’ for ‘best case’/’worst case’ analysis? Do you need to track quotas and attainment?

All this is possible in Sales Cloud and dashboards can be scheduled for distribution or made available to any profiles or users, either on desktop or via the Salesforce mobile app.

Use Quotes to close deals faster

Build your products and services into Quotes, apply discounts (seeking approvals where necessary) and generate professional, designed proposals with the option for customers to sign contracts online.

Making the quotation and acceptance process quick and easy for your prospects and clients speaks volumes about the way you do business.

Using Quotes helps ensure your sales forecast is based on unit prices and quantities, not ‘placeholder’ figures or guess work.

Use Quotes to close deals faster

Build your products and services into Quotes, apply discounts (seeking approvals where necessary) and generate professional, designed proposals with the option for customers to sign contracts online.

Making the quotation and acceptance process quick and easy for your prospects and clients speaks volumes about the way you do business.

Using Quotes helps ensure your sales forecast is based on unit prices and quantities, not ‘placeholder’ figures or guess work.

Optimise your mobile user experience

Create records, close deals and view dashboards from your phone with a mobile experience configured around your users.

If your team spends a lot of time in the field, make it easy for them to do their admin on the road and in the margins of client meetings.

Optimising the user experience, whether mobile or desktop, is a key driver to increasing adoption!

Optimise your mobile user experience

Create records, close deals and view dashboards from your phone with a mobile experience configured around your users.

If your team spends a lot of time in the field, make it easy for them to do their admin on the road and in the margins of client meetings.

Optimising the user experience, whether mobile or desktop, is a key driver to increasing adoption!

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