Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.
- Experience a seamless and streamlined lead management process that empowers your sales team to achieve their goals effectively.
- Rely on us to configure opportunities in Salesforce, providing a comprehensive view of your sales and potential sales pipeline. With detailed insights on win rates, competitors, and sales stages, reporting becomes effortless and effective.
Retail Stores and Products Customisation
- Our expert team will customize retail stores in Salesforce to efficiently capture information about each physical location under an account, streamlining visit planning.
- Additionally, we'll create categories and assortments of products, enabling seamless tracking against retail stores.
Visit Planning and Execution
- Our tailored solution allows your reps to customize visits, ensuring they can efficiently plan and determine the necessary tasks to be completed at each store.
- We will perform a one hour training session.