Podpora prodejních aktivit pro B2B i B2C. Komplexní a přehledná správa zákazníků. Automatizace prodejních a schvalovacích procesů. Snadné sledování příležitostí díky datům umístěných na jednom místě. Přehled prodejní produktivity pomocí reporting nástrojů. Integrované komunikační nástroje (Chatter, email, kalendář).
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We have Salesforce, but it’s complex, and we do not use its full potential
We face too many technical & data issues with our Salesforce system
Our sales reps do not enter data into Salesforce; it’s not user friendly
We will help you leverage your Salesforce solutions to its max and get ROI you need to scale up your business efficiently.
We will review your lead qualification process as it drives customer acquisition costs
Sales reps spend a lot of time preparing enterprise quotes and contracts; we will evaluate ways you can automate more business functions
We will go deep into your lead-to-cash process, analyze every step and uncover ways to automate more
We will review your Salesforce integration to make sure it’s been done properly
We will run a data analysis of your Salesforce setup to determine the quality and completeness of your data
We will review the integration architecture and real-time readiness
Based on your projects, we’ll benchmark your lead-to-cash steps with other SaaS B2B Enterprise companies and identify gaps
We’ll outline ways you can improve, and based on our SaaS B2B Enterprise expertise offer best case practices
The length of the implementation differs per case.
We carefully analyze our customer’s needs and define a KPI that best aligns with their vision before identifying the app’s business specifications.
We will integrate the Salesforce package with our customer’s app. Begin installation process and set up page configuration.
Integration and user acceptance tests. Internal security review. Marketing plan preparation.
Salesforce security check. Publish on Salesforce’s AppExchange. Roll-out. KPI validation.
Prepare final reports and dashboards. User testing begins, and improvements are made to the process.
Defining quick wins, the project road map, TCO and ROI parameters and business goals.
Automate process within three months and save 60% of your sales rep’s time
Trainings. Sales engagement. Roll-out and ongoing support. KPI validation.
Customer workshops, KPI definition, business and gap analysis
Defining quick wins, the project road map, TCO and ROI parameters and business goals.
Automate process within three months and save 60% of your sales rep’s time
Evaluate lead qualification process, expand automation of business functions.
Analyse leads-to-cash process, find more ways to automate, fine-tune Salesforce integration.
Run data analysis of Salesforce setup, check integration architecture and real-time readiness.
Benchmark lead-to-cash steps, identity gaps in process and ways to improve.
We’d like to stay by your side as you continue to grow your business. We offer a variety of support plans based on a company’s size, growth targets and revenue volume.
