Project Consulting & Experience

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 project 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:

General Sales Ops
  • Sales Ops and Salesforce Admin Employee Training

  • Defining Sales Process

  • KPIs: Reporting & Dashboards

  • Forecasting

  • Sales/Marketing Funnel Optimization

  • Sales Territory Management

  • Investor and M&A presentations and financial models

  • Salesforce Configuration & Initial Implementations

  • Migration from Salesforce Classic to Lightning

  • Salesforce org consolidations

  • Service Cloud Customer Portal/Community

  • Einstein Analytics

  • CPQ

  • Case Management

Other Tools
  • Sales Engagement Platforms: Outreach, SalesLoft, InsideSales

  • Marketing Automation: Marketo, Hubspot

  • Sales Performance Competitive Gamification: Level11, Hoopla

  • Xactly compensation software

  • Gridbuddy pipeline management

New York, NY 10014

  • LinkedIn - White Circle


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