Areas of Expertise
Whether you are setting up Salesforce for the first time, or have a specific project to tackle, this option is best when you have a defined scope in mind. Admin Within will complete discovery prior to beginning, and provide an SoW to cover each project.
We have helped drive results in the following areas:
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Sales Ops and Salesforce Admin Employee Training
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Defining Sales Process
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KPIs: Reporting & Dashboards
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Forecasting
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Sales/Marketing Funnel Optimization
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Sales Territory Management
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Investor and M&A presentations and financial models
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Sales Ops and Salesforce Admin Employee Training
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Defining Sales Process
-
KPIs: Reporting & Dashboards
-
Forecasting
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Sales/Marketing Funnel Optimization
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Sales Territory Management
-
Investor and M&A presentations and financial models
Rev Ops Strategy
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Sales Ops and Salesforce Admin Employee Training
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Defining Sales Process
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KPIs: Reporting & Dashboards
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Forecasting
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Sales/Marketing Funnel Optimization
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Sales Territory Management
-
Investor and M&A presentations and financial models
Salesforce
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Salesforce Configuration & Initial Implementations
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Migration from Salesforce Classic to Lightning
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Salesforce org consolidations
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Service Cloud Customer Portal/Community
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Einstein Analytics
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CPQ
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Case Management
Other Tools
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Sales Engagement Platforms: Outreach, SalesLoft, InsideSales
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Marketing Automation: Marketo, Hubspot
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Sales Performance Competitive Gamification: Level11, Hoopla
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Xactly compensation software
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Gridbuddy pipeline management