Common pain points we see when working with our clients
Sales Leaders lack visibility into performance
VPs of Sales don’t know where deals are being lost, have no clear view of the total pipeline, and struggle to forecast next quarter or next year. This often leads to scrambling through emails and spreadsheets before executive and CFO meetings.
Too much manual work for sales teams
Sales reps manually follow up on renewals, send proposals, and create quotes for each client, losing valuable time they could spend on client conversations and prospecting.
Complex Page layouts and poor data quality
Too many fields and cluttered page layouts discourage usage, which results in Sales teams avoiding Salesforce and falling back to using Excel to manage leads and opportunities.
No visibility into prospect engagement
Sales talking about how their CRM is their phone. No visibility in potential prospects and who is your team engaging with and in which stage of lead qualification are they.
Duplicates. Lots of them.
Duplicate Accounts with wrong, outdated information. Making your Sales team not trust the data and rather go back to their excel spreadsheets.
Salesforce solutions built without understanding your business
Rushed Salesforce implementation made by a purely technical consultant resulted in an overly complex system that requires heavy documentation to support its usage and understanding. Even after training teams still struggle to use it and revert back to Excel.
Disconnect between Marketing and Sales
Marketing sends emails to potential prospects, but Sales has no visibility into what was sent or who received it.
How we help to solve those pain points?
Create reports and dashboards for your Sales teams and Sales leadership
We’ll help you clean up data, tailor your Opportunity and Lead stages to match your actual business process and then we will bring visibility into all open, closed, lost deals. You’ll gain real insights and feel prepared for pipeline reviews and CFO or leadership meetings.
Customize Page Layouts to simplify them for better usability
We customize page layouts so sales teams can find relevant information quickly. Sales teams only see the fields that matter to them, and different business teams can have layouts tailored to their specific needs.
Clean up Duplicate Accounts, Contacts, Leads and Opportunities
By integrating Salesforce with tools like Datagroomr, Plauti and similar.
Automate sending proposals and quotes
We integrate Salesforce with S-Docs, Conga, Rootstock forms so your team can generate professional proposals and quotes directly from Salesforce instead of drafting them manually in Word.
Automate repetitive tasks
We automate routine tasks such as renewal emails and other recurring customer communications using Salesforce Flows.
Connect Salesforce with your marketing tools
We integrate Salesforce with tools like Mailchimp and Pardot (Marketing Cloud Account Engagement) and configure the Mailchimp connector so your sales team has clear visibility into which prospects marketing is contacting and what messages are being sent.