Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email email@example.com for more information.
We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
We’ll configure households for storing household and family data for use in marketing campaigns and reporting.
We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.
We’ll setup contacts to manage individual client goals, objectives, and timelines for the services you’re offering.
We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail
We’ll perform a custom, one-hour webinar training session of your Salesforce application.
From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.