Sales force automation is the core upon which Salesforce was built. Having the best in class SFA solution, Salesforce gives your team the greatest visibility and flexibility to grow your business. We help you to implement the best practices for finding and closing more business, helping you to grow your top line revenue.
Lead Management
- Web-to-Lead Forms
- Lead Routing
- Follow-up Cadences
- Campaign History Tracking
- Lead Scoring/Grading
- Activity Management
Opportunity Management
- Sales Pipeline Stages
- Opportunity Scoring
- Sales Methodology Tracking
- Opportunity Products
- Team Selling
- Opportunity Splits
Account and Contact Management
- Account Hierarchies
- Relate Contacts to Multiple Accounts
- Duplicate and Matching Rules
- Account Plans
- Single Customer Source of Truth
Forecasting
- Real-Time Updates
- Quota Tracking
- Revenue and Quantity Forecasts
- Deal Insights and AI Predictions with Einstein
- Forecast Categories and Adjustments
- Forecast Submissions
Territory Management
- Multi-Level Hierarchies
- Territory Overlapping
- Opportunity Territory Assignment
- Territory Planning
- Territory Forecasting and Reporting
- Territory Assignment Rules
Quoting
- Products and Price Books
- Discounting and Approvals
- Document Generation
- Opportunity Sync
- Multi-Currency
- Advanced Quoting – Salesforce Revenue Cloud
Business Impact
- Standardize and Streamline Your Sales Process
- Boost Your Team’s Productivity With Cadences and Automation
- Enhance Your Customer Relationships With a 360-Degree View
- Drive Revenue Growth and Win More Deals
TRUSTED BY
