Next-level Salesforce: Strategic Optimisation for Unstoppable Growth Crafting Winning Strategies to Supercharge Your Business with Salesforce

We'll get your Users loving Salesforce!

User Adoption can be a challenge when Users see Salesforce as 'admin' rather than a tool that helps them do their job.

The goal is to make Salesforce a resource that users can't live without. We help clients make Salesforce a tool that users want to use. For example, we can help users:

• Configure Quotes/Proposal documents with E-Signature to make the process of generating proposals something that happens in a few clicks and helps users track opens and signatures.
• Identify 'white space' for Account Managers - We can provide a clear view of the types of product or service your clients have purchased so that your team can go after the gaps!
• Track performance against Quota - Most businesses have clear targets for their team. We can help you and your team see their 'Gap to Quota' and 'Pipeline Coverage' (how much Pipeline exists vs the Gap to Quota).
• Track commissions - We can build resources that help your Sales team see their commission forecast.
• Integrate systems - This can be as easy as setting up email integration; but whatever the system (provided it has an API), we can integrate it to stop the 'swivel chair' inefficiencies and make Salesforce the only platform your team needs.

Having bad data in Salesforce is a real bind.

Bad data in Salesforce can be a significant problem for several reasons:

• Inaccurate Reports and Analytics: Bad data leads to unreliable reports and forecasts. Decisions based on faulty data can steer a company in the wrong direction.
• Duplicate Records: Bad data often results in duplicate records, causing confusion and inefficiency in sales and customer service processes.
• Poor Customer Experience: Incorrect information can lead to customer experience issues.
• Lost Revenue: Poor data quality can lead to missed sales opportunities, mistargeted marketing, and other issues.

We can help by:

• Assisting with bulk data fixes and showing you how to resolve this in-house as part of your system housekeeping.
• Employing effective validation rules to ensure that users are adding the data you need and keeping complete/comprehensive records.
• Using duplication rules to help your team identify and merge duplicate records.

By addressing these issues, companies can ensure that their Salesforce instance provides accurate, reliable, and actionable data, leading to better decision-making, improved efficiency, and enhanced customer relationships.

```

This HTML provides structure to the content, making it easier to read and understand on a webpage.

Forecasts are one of the most important features of Salesforce.

If you're not forecasting directly from Salesforce, you're missing out. The forecasting tools are one of the main advantages of Salesforce compared to other CRMs, and getting this right will confer some significant benefits.

Many businesses export Opportunity data from Salesforce and manipulate it in spreadsheets. This can take hours each month, and as soon as data is exported, it is no longer live and doesn't give an accurate position. To truly have your finger on the pulse of the business, you'll need live forecasting.

So why do businesses find it so difficult? Here are a few reasons:

• Poor user adoption: If your users aren't recording data in Salesforce, generating forecasts is impossible. Getting your forecasting right usually starts with some 'groundwork' with users.
• Lack of understanding the tools: Selling products on a monthly subscription and need to smooth revenue? Need to adjust the forecast numbers for your team before presenting the data? Need to see territory or product-based forecasts?
• Fundamental build: If there are issues with the setup of your Salesforce org, these can make generating forecasts a struggle.

Forecasting in Salesforce is very versatile, so whatever your needs, there's likely to be a solution.

Salesforce Training

Confidence in using Salesforce is crucial for successful adoption and minimizing errors. We specialize in bridging knowledge gaps and ensuring that users navigate Salesforce with confidence.

Tailored Training Approach

We design training programs that cater to the specific needs of your users. Our approach includes intensive sessions for those who need extra support, ensuring everyone reaches the required proficiency level.

Comprehensive Training Solutions

Our training services cover both end users and system administrators. We empower your internal team to manage regular administrative tasks effectively and can develop a comprehensive training syllabus for new joiners.

Flexible Training Formats

We offer training in various formats to suit your needs, including:

• Remote/online sessions
• On-site training
• Video content in searchable learning portals

For clients with in-house training resources, we also support a train-the-trainer approach, enabling your team to sustain ongoing training needs.

Empower Your Team

With our training, your team will be well-equipped and confident, positioning you to leverage Salesforce effectively and move forward with your business goals.

Design Your Opportunity and Quote Process to Fit Your Business Needs

It's essential to align your Opportunity stages with your sales process. Each stage should represent a genuine milestone, with specific activities required for each phase. We use Salesforce validation rules to ensure opportunities are placed in the correct stage.

For businesses with multiple sales processes (e.g., different deal types with varying durations), we design and apply additional processes tailored to each opportunity type.

For managing quotes and authorizing discount levels, we set up efficient approval processes. If you need more advanced quote tools, we can implement document generation and e-signature capabilities, making it easy for your team to issue and track quotes, and for your customers to authorize them.

Optimizing your Opportunity and Quote processes can significantly enhance your Salesforce setup, and we specialize in delivering these improvements.

Optimising Lead Management in Salesforce

Effective lead management is crucial for your sales success. Here's how we can help:

• Inbound Leads: Leverage web-to-lead to ensure leads from your website are directly captured in Salesforce.
• Referrals: Integrate with third-party systems to receive referred leads smoothly, allowing for quick response times.
• Outbound Leads: Import lead data from sources like Apollo.io, RocketReach, and ZoomInfo into Salesforce.

Use Salesforce Sales Engagement to supercharge the Lead management process: We help you manage leads systematically using Salesforce Sales Engagement, ensuring efficient data handling and clear guidance for lead treatment.

Conversion Criteria: We work with you to define what constitutes a lead conversion, using leads as a qualification object while managing the main sales process through opportunities.

By refining your lead process, you'll enhance efficiency and set your team up for success.