Lifecycle Management
Track Every Stage of the Customer Journey in Salesforce
Your business isn’t static - and neither are your customers. Our Lifecycle solution makes it easy to follow every prospect’s path, from marketing qualified to sales qualified to customer. Define lifecycle stages that reflect your unique process, and let Salesforce events - like a marketing interaction, a sales rep reaching out, or a contact joining an opportunity - automatically keep those stages up to date. The result: lifecycle tracking that always reflects reality.
Features
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Define stages that match your business model and terminology.
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Trigger stage changes from real Salesforce activity - like marketing interactions, sales outreach, or opportunity engagement.
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Connect marketing-qualified and sales-qualified contacts in one continuous journey.
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Track the history of lifecycle changes directly on Leads or Contacts.
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Easily adjust events and stages without code, keeping your lifecycle adaptable as your process evolves.
Admin Servicible
Built with admin serviceability in mind, our Lifecycle solution makes it simple to redefine stages or add new event triggers as your business changes - no developers required.
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
See how Lifecycle tracking can give you complete visibility into your customer journey. Don’t wait to fully understand your marketing and sales efforts completely.
Bolt-On Solutions
Opportunity Management
Keep your team focused at every stage of the sales process. Eliminate guesswork, ensure complete data, and move deals faster - powering accurate forecasts and automation. This is the opportunity experience Salesforce should have delivered.
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.