Lead Management: Pre-Opportunity
The Lead Object is Dead
Salesforce’s native Lead process often creates unnecessary complexity for sales and marketing teams - especially when trying to track a clear funnel from first touch to closed revenue. Our pre-opportunity process replaces the traditional Lead process with a simplified, Opportunity-first approach that works for both B2B and B2C organizations. Instead of juggling Leads and Opportunities separately, every prospect is managed as a unique opportunity type ensuring a consistent process for users and complete funnel visibility for leadership.
This streamlined model eliminates confusion, enforces a clear qualification process, and provides more accurate insights into the entire revenue lifecycle.
Features
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Automation to auto close opportunities based on days open or length in a given stage.
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True pipeline funnel reporting from marketing generated to sales closed won.
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Enable updating an opportunity right from any list view leveraging the Stage Highlight component.
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Incoming leads are automatically converted into Accounts, Contacts, and Opportunities - with configurable rules that check for existing records and prevent duplicates.
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Track next steps as individual records. Users receive daily email alert of all next steps due or overdue. Provides complete visibility of next action being taken to progress the deal.
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Configurable UI component to guide the user through the opportunity process. Solution is mobile friendly.
Level up your insight by coupling with our Lifecycle Management Solution. Track a contact’s journey from prospect to customer like never before!
Admin Servicible
This solution is built to be easily managed by Salesforce admins - no heavy coding required. From setup, you can configure whether opportunities are created at the account level or contact level, and whether only one open opportunity is allowed per account/contact. The guided qualification process is also fully modifiable, so admins can quickly adjust stages, rules, and requirements as business needs evolve.
Pricing
One-Time Licensing Fee
Avoid recurring monthly costs. A single licensing fee covers the full use of the application and infrastructure.
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Implementation Cost
We tailor the solution to fit your sales process and business needs. This includes any custom enhancements required to make sure everything works exactly how you operate.
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Support Hours
As your business evolves, so might your needs. We include time to implement future enhancements and ensure your solution continues to deliver long-term value.
Book Demo
This solution is part of our Sales Cloud Accelerator. If you are just getting started with Salesforce we want to hear from you. Our infrastructure is designed to be scalable and built with an enterprise mind set. Let us set the foundation for your future.
If you are an existing user of the platform we want to hear from you too! Let us make your team love Salesforce like never before.
Bolt-On Solutions
Opportunity Management
Are you a B2B company still using the lead object? Our team has developed a strategy coupled with automation that eliminates the lead object. Level up by using opportunities to track from lead to closed won.
Sales Methodologies
Do you rely on the BANT or MEDDICC sales methodologies? If yes we have solutions built just for you to enable these on the Salesforce platform.
Territory Management
Manage Salesforce territories like never before. Plan, assign, and adjust territory models with ease - automatically connect the right accounts, opportunities, and team members, all on a flexible, fully customizable solution.