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

Optimize Your Salesforce Experience with Expert Flow Migration

With Salesforce set to retire Process Builder and Workflow in Spring '23, the shift to Salesforce Flows is crucial for maintaining and enhancing your automation processes. Our team specializes in helping companies transition smoothly by merging existing Process Builders and Workflows into streamlined Flows.

Our Services Include:

Detailed Assessment: We work closely with you to review your current setups, identifying essential processes to keep and redundancies that can be eliminated to boost performance.
Custom Flow Development: Our experts will design and implement Salesforce Flows that not only replicate but enhance the functionality of your retiring systems.
Documentation and Support: We tackle even the most challenging migrations, including those with little to no existing documentation, ensuring a seamless transition and continuous support.

Prepare your business for the future by upgrading to Salesforce Flows with us. We ensure a smooth transition with minimal disruption to your operations, enabling you to leverage the full power of Salesforce automation.

Maps

Enhance Field Operations with Salesforce Maps

Salesforce Maps offers an intuitive solution for companies looking to visualize critical data and uncover insights that drive field operations and revenue growth. Our team is skilled in configuring Salesforce Maps to meet your specific needs, whether it’s geographic, industry, product-based, or any other organizational requirement.

Benefits of Our Salesforce Maps Configuration Services:

Customized Data Visualization: We tailor Salesforce Maps to segment and display your data in a way that makes sense for your business, ensuring easy visual representation and analysis.
Strategic Insight Surfacing: Leverage powerful mapping tools to surface actionable insights that can significantly improve your field operations and decision-making processes.
Optimized Resource Allocation: Efficiently assign resources and plan routes by visualizing customer and operational data geographically, enhancing productivity and effectiveness in the field.

Partner with us to unlock the full potential of Salesforce Maps, transforming the way you manage and interpret business-critical information for superior operational performance.

Enterprise Territory Management (ETM)

Unlock Your Revenue Potential with Expert Territory & Quota Planning

Maximize your sales outcomes with our purpose-built solutions for territory and quota planning. Interested in crafting a strategic sales plan tailored to specific territories? Our experts are here to guide you through the process, ensuring your sales team is aligned and ready to achieve their targets.

Why Choose Us?

Tailored Planning Solutions: Benefit from a sales plan uniquely designed to meet the needs of your territory, helping you optimize resource allocation and maximize market coverage.
Expert Guidance: Our specialists bring deep industry knowledge and strategic insights to each consultation, empowering your sales teams with the tools they need to succeed.

Don't miss out on your full revenue potential. Speak with one of our experts today and learn how effective territory and quota management can transform your sales performance.

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