Virtual Salesforce Management

Virtual Salesforce Management

CONSULTING / CUSTOMIZATION / SUPPORT / MAINTENANCE

Salesforce is more than just a sales tool

Customer Service
  • Client portals
  • External cases
  • Personal profiles
  • Data tracking – sales, appts, csi scores, surveys
  • Opportunity tracking
Operations
  • Cases for internal/external issues
  • Building client/prospect lists in Leads/Opportunities/Prospect Accounts
HR
  • Employee Reviews
  • Hiring Process
  • Performance Improvement Plans
  • File storage
Leadership
  • Reports
  • Dashboards of each department’s metrics
Accounting
  • Tracking invoices
  • Purchase Orders
  • Reporting on AR Collected
  • Sending invoices
  • Notifications of delinquent accounts
IT
  • Ticketing
  • Asset Tracking
  • Ticket History
Marketing
  • Social media integration
  • Landing pages
  • Email blasts/pardot/score tracking
  • Surveys
On-Boarding
  • Client questionaires
  • Project management 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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