• Salesforce Initial Implementations

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• Ongoing configuration and optimization

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• App integrations

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• Salesforce org consolidations

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• Service Cloud Customer Portal/Community​

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• CPQ

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• Case Management

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• Each engagement comes with:

  • Dedicated resources​ (System Architect, Salesforce Admin and Developer)

  • Always-on support via Slack and project tools

  • Meet on your schedule

• Dedicated fractional Rev Ops leadership and support:

  • Before your first hire​

  • When a position is open

  • Supporting your existing team​

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• Our support ranges from:

  • KPIs: Reporting & Dashboards

  • Forecasting

  • Sales/Marketing Funnel Optimization

  • Sales Territory Management

  • Investor presentations and financial models
     

• Each engagement comes with:

  • Dedicated resources​

  • Always-on support via Slack and project tools

  • Meet on your schedule