Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email firstname.lastname@example.org for more information.
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.
We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.
Customize visits for reps to plan and determine what tasks need to be completed at each store.
We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.
From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.