Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.
Accounts and Contact Configuration
- Experience a seamless and streamlined Accounts and Contacts management process that empowers your sales team to achieve their goals effectively.
- With our QuickBooks and Salesforce app sync ,collaboration is made easy. Experience a seamless data sync between QuickBooks and Salesforce for higher productivity and efficacy.
- We will perform a one hour training session.