Lead & Contact Lifecycle Management
Built for End Users
Opportunity management built with the end user in mind. Easily guide your user stage by stage. No more confusion about what is expected to progress a deal. Capture all the vital data throughout your process to power intelligent AIs, automation and reporting. A solution designed to be how Salesforce should have always been.
Features
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Automation to auto close opportunities based on days open or length in a given stage.
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Enable updating an opportunity right from any list view leveraging the Stage Highlight component.
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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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Custom flow action to create an opportunity from an account or contact and select contact roles at creation.
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Configurable UI component to guide the user through the opportunity process. Component can be configured to enable additional actions. Solution is mobile friendly.
Admin Servicible
Behind the intuitive user interface sits a back end that enables easily altering your opportunity process. If you want to add a stage, change a stage, alter what is required to advance, no problem. The solution is designed to be receptive to modifications as we know that businesses are constantly evolving and should not be slowed down by their technology.
Bolt-On Solutions
Opportunity Lead 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 territory assignments like never before. Assign users to a territory by account type, geography and much more.
Pricing
One-Time Licensing Fee
No monthly subscriptions here. You pay a one-time licensing fee for the application and infrastructure.
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Implementation Cost
We customize the solution for your process. There may be some enhancements specific to how you operate and we want to make sure your solution does it all for you.
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Support Hours
After our initial build there will inevitably be enhancements requested as new ideas flood in. We include a small block of hours to help deliver these must have features.
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.