Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.
Revenue Intelligence Analytics App
- Our team will install and customize the Revenue Intelligence Analytics App to perfectly align with your business requirements. The homepage will feature valuable Opportunity Insights, empowering you with crucial data at a glance. Furthermore, we'll configure the Pipeline Inspection and Opportunity Scoring components to prioritize customers and their unique needs.
Data Sync Schedule
- Our Configuration Includes Running a CRM Analytics Recipe to Create and Schedule Datasets in Sequence. Simplify data management and ensure up-to-date insights with our seamless solution.
Revenue Intelligence Dashboards
- Our experts will configure five essential dashboards. These powerful tools will provide your sales teams with valuable trend analysis and performance insights, enabling them to build stronger pipelines and drive greater success.
- We will perform a one hour training session.