SALES CLOUD

Sales cloud

Grow your sales with trusted solutions

Sales Cloud is the bread and butter of the Salesforce platform and gives you access to the most powerful CRM capabilities that technology has to offer.

Lead-to-Sale tracking has never been smarter, and the adaptability of the platform allows us to customize every feature to your specific needs. Your CRM should be built so that Sales reps want to use the tool, giving the executive team the visibility and analytics to improve the company's operations.
Sale Cloud computer mock up

Sales Cloud Customer Stories

Discover How a Tech Company Enhances Sales and Service Operations with Salesforce

With a consolidated sales process, our client in the Tech Industry has gained unprecedented visibility into the lead-to-cash lifecycle and can now access valuable insights for service cases, cross-selling opportunities, and renewal rates.
February 23, 2024
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Salesforce Revolutionizes Student Loan Servicing for a Company in the Financial Services Industry

With Salesforce our client in the Financial Services Industry has been able to streamline their operations in every area of their business from sales to service to marketing and more.
June 23, 2023
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Transforming ISP Operations: How Salesforce Empowered a Tech Company to Streamline Services and Drive Growth

After implementing Sales Cloud, Salesforce CPQ, and Pardot, our client’s team members can all work from a single platform and make data-driven decisions to move their company forward.
June 6, 2023
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Revolutionizing Roofing Sales: How Sales Cloud and Salesforce Maps Boost Business Growth

After implementing Sales Cloud and Salesforce Maps, our client can operate out of a single platform that provides team members and sales reps with a holistic view of their customer data.
May 30, 2023
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solving things with the power of Salesforce

Meet Our Team

As the Practice Director for Sales Cloud, Jeremy Wood is passionate about helping our client find the best Sales Cloud solutions for their business.

One of Jeremy's favorite things to automate for sales and marketing teams is that handshake between the two. He loves making sure that we help our client not only attribute where their leads came from, but track them through the entire sales pipeline.

When he is off the clock, Jeremy is probably traveling with his wife, goofing off with his son, herding his animals, or relaxing on the lake with a fishing pole.

Services

New Product Implementation

Implementing Sales Cloud correctly is vital for your business. This starts with Architecture and ends with Training and Change Management. Every point along the way is critical, and we're here to guide the process.

Product Enhancements

If you already have Sales Cloud, but need to make enhancements to the system, our team can spin up quickly on your current build out and help deliver the next phase to keep you growing.

Data Migration

Whether you are migrating from a previous system, merging/acquiring a new company, or have external data sources, we are experts in the data migration process and will ensure a smooth transition.

Managed Services

After implementation, you need to have the right resources to support your team and any needed changes/enhancements. We provide dedicated resources for set hours per week based on your needs.

System Architecture

There are hundreds of ways to solve challenges with Salesforce, however, there is always a “best” way. Having the correct architecture for the current and future state of your company is pivotal to the success of any project.

Implementation Repair

Whether your business experienced a bad implementation in the past or your Salesforce org is several years old and full of technical debt, we’re here to help you get back on track.

Products

Sales Cloud: Professional, Enterprise, Unlimited
The Salesforce platform to manage Leads, Accounts, Contacts, Opportunities, Activities and any other needs in your Sales process.

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Partner Experience/ Community
If you sell with Partners, this is the perfect product to ensure Salesforce stays in sync with external sales reps’ efforts.

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Slack
Make communication easy and insightful both internally and externally. The power of the Slack platform only continues to grow.

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Sales Cloud Einstein
Get Lead and Opportunity scoring and insights based on the powerful Einstein AI engine. Out-of-the-box, high-powered dashboards will take your analytics to the next level.

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Sales Engagement
(High Velocity Sales)
Provide your Sales team with detailed cadences so they reach the right prospect in the right way.

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Sales Dialer
Integrate your phone system with Salesforce so that reps never have to leave the platform.

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Salesforce Maps
Give your reps the ability to plan and optimize their routes. Meeting canceled? Quickly see other accounts/leads nearby and make the most out of it.

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Salesforce Inbox
Get the most out of Salesforce from right inside of Outlook or Gmail. Track when a customer opens your email and schedule meetings easier than ever before.

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Conga Composer
Generate templated documents using data from Salesforce with the click of a button saving your team hundreds of hours.

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Conga Sign
E-Signature is a must-have for Sales teams, and Conga Sign works directly in Salesforce.

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DocuSign
With an easy-to-use app, DocuSign and Salesforce remove the hurdles in the closing process.

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Formstack
An easy-to-use form builder directly integrated with Salesforce is worth its weight in gold.

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Twilio
Communicate how your customers want to. For many of your customers, that means text messaging, and Twilio allows you to do it all right in Salesforce.

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Commercient
ERP integration is vital for many companies. Commercient allows us to easily connect to some of the most popular On-Premise and Cloud-Based ERPs.

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Our Expertise

Testimonials

Our Clients Say

“Excellence of deliverables, communication, ingenuity, knowledge base, professionalism, experience, dependability both in accomplishing the work as well as the functionality of the work.”
— Financial Services Client