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Virtual Salesforce Management

Virtual Salesforce Management

CONSULTING / CUSTOMIZATION / SUPPORT / MAINTENANCE

Salesforce is more than just a sales tool

  • Client portals
  • External cases
  • Personal profiles
  • Data tracking – sales, appts, csi scores, surveys
  • Opportunity tracking

Examples of using VSM

  1. Track and Monitor Sales
  2. Create activity transparency
  3. Set up product library
  4. Set up quoting tool
  5. Track receive customer tickets/cases
  6. Add third-party apps (dialers, email tools, DocuSign, accounting tools)
  7. Set up Web to email cases
  8. Set up community portals
  9. Track referrals
  10. YTD/Qtr/Weekly Reports
  11. Create Employee HR processes

LET US HELP YOU STREAMLINE YOUR BUSINESS PROCESSES

Virtual Salesforce Management Team

Virtual Salesforce Management Team

Goals of Virtual Salesforce Management

  1. Identify your Salesforce needs and goals through a Discovery and Analysis session.
  2. Build out an initial roadmap to meet your goals from high priority to low priority.
  3. Train your staff on the new software launches and business practices.
  4. Develop a plan of action to convert all tedious business processes to a more automated approach in Salesforce.
Salesforce Team

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