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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.

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We have helped drive results in the following areas:

  • Sales Ops and Salesforce Admin Employee Training

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  • Defining Sales Process

  • KPIs: Reporting & Dashboards

  • Forecasting

  • Sales/Marketing Funnel Optimization

  • Sales Territory Management

  • Investor and M&A presentations and financial models

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  • 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

​

​

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Rev Ops Strategy

  • 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

  • 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

  • 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

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