Project Kickoff and Business Process Reviews
- During our meeting, we will go through the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
- Our focus will be on personalizing leads in Salesforce to ensure efficient recording and qualification of prospects.
- We will configure accounts to document all relevant information related to businesses, households, organizations, or agencies involved in the sales process.
- Customizing contacts will enable us to manage personal and pertinent details crucial for successful sales interactions.
- The setup will involve configuring opportunities, making it easier to track your sales and potential pipeline, win rates, competitors, and sales stages for improved reporting.
- To ensure you are well-equipped, we will conduct a custom, one-hour webinar data import training session, specifically covering lead, account, and contact imports in Salesforce.