Customer Relationship Management
Streamline your team's sales experience to drive performance and growth using Salesforce® Sales Cloud
Salesforce® customers report an average 37%
increase in revenue after implementing
- Implement a consistent sales process
- Keep your Sales team focused on the right opportunities
- Empower management analysis and review
Grow Your Pipeline
- Source and qualify Leads
- Collaborate with Marketing
- Identify and manage deals
Customer Relationship Management reimagined to accelerate your growth
What we can help you achieve
Re-implement your CRM | Accelerate your sales cycle | Adopt Sales-Driven Planning
Our approach to Customer Relationship Management allows you to implement the best practices throughout your processes to (a) organize contacts, schedule tasks, and manage deals, (b) stay connected to all the people and information needed to close sales, (c) evaluate and track the impact of marketing campaigns on your pipeline so you can prioritize your leads, and (d) design and run business processes rapidly and simply.
- Know every contact in your customer accounts
- Feed social data into your CRM to view customer interactions
- Collaborate with other team members
- Get all the information you need to prepare for customer meetings
- Track all associated activities
- Drive consistency through your sales process
- Quickly create up-to-the-minute quotes
- View critical details of the opportunity in a rich activity timeline
Manage your pipeline
- Convert more leads into actual opportunities
- Assign leads to the right people
- Track your marketing campaigns across all channels
Workflow and approvals
- Set up business processes and approval requests to be finished automatically
- Simplify your approval process to keep deals moving forward
Stay on top of everything associated with your team’s deals — which stage they’re in, which products are being negotiated, competitors, quotes and more. Keep track of all the interactions, people and information needed to close the sale.
Access all the information you need about contacts, including communications with the contact and their activity on social media.
Use powerful dashboards to get an instant snapshot of your pipeline, revenue, and accounts. Drill down into the data using powerful analytics.
Record and keep track of every single activity involving your accounts and contacts. Whether it’s meetings, emails, phone calls, or sending a contract to be signed, the entire communication trail is there for your team right when it needs it.
Stop wasting time and risking errors on processes that can be automated! Leveraging Salesforce’s Flow Engine, we can optimize your workflows and eliminate unnecessary manual labor.