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 and create fields on leads, accounts and contacts — your customer base.
We’ll set up opportunity fields for precise sales tracking.
We’ll configure sales cadence with up to five steps for sales users to follow in Sales Engagement.
We’ll configure the Lightning Dialer to use click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, as well as calling lists.
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.