Salesforce Specialties

Salesforce CPQ

Automate Quoting Process

  • Set up customizable pricing templates and dynamic pricing models to automate quotes and create branded proposals quickly.

  • Guide your sales team with pre-configured product bundles, pricing rules, and apply custom discounts for products.

Shorten your Sales Cycle

  • Leverage Salesforce CPQ’s built-in quote automation capabilities to configure complex product bundles and simplify your sales cycle.

  • Automate approval workflows and streamline your sales and finance operations to be on the same page for better operational efficiency.

Accelerate Revenue Growth

  • Let your sales team explore new revenue streams and increase deal values with cross-selling and up-selling opportunities.

  • Enable your sales team to perform Deal Profitability analysis and determine ways to improve the deal values.

Process Builder to Flow Conversion

With Salesforce retiring both Process Builder and Workflow in Spring 23. Companies are looking to replace and combine those into Salesforce Flows. We work with companies to combine their current Process Builders and Workflows. We will work with you to decide which ones are still needed and which ones can be removed to increase performance. We work when many of these have little to no documentation

Maps

  • Salesforce Maps makes it easy for companies to visualize critical data and surface the insights necessary to improve field operations and drive revenue growth.

  • We can configure Salesforce Maps to utilize geographic, industry, product or what ever your Organization requires for segmentation and easy visual representation and assignment.

Enterprise Territory Management (ETM)

Maximize your revenue potential with a purpose-built territory & quota planning solution. Want to learn how to create a sales plan for a territory? Talk to our expert today