Salesforce CRM sales, service & custom cloud process design

Design sales processes for the Salesforce Sales Cloud to focus on managing pipeline and closing deals, not administration and paperwork.

• Get to Closed Won faster with realtime sales pipeline management, sales process workflow, and automated approval routing.
• Align sales and marketing with Salesforce lead management processes, Jigsaw data services, and Chatter integration.
• Move sales processes to the cloud with Salesforce mobile and web access to sales forecasts, activity tracking, and customer data.

Connect with us today to learn how managing sales in the cloud with Salesforce helps you focus on closing deals faster - not paperwork.

Salesforce marketing process design for the cloud enables focused demand generation and strengthens existing customer relationships.

• Close the loop on marketing campaigns & activities by utilizing end-to-end integration with Salesforce sales tracking & lead management.
• Manage marketing operations with an integrated content library, budget management, online approvals, and workflow automation.
• Coordinate marketing activities in one place, and improve marketing team collaboration with marketing processes Chatter integration.

Connect with us today to learn how Salesforce marketing process design can enable alignment with sales and automate marketing operations.

Are your customer service and support processes designed to leverage the social web to monitor and engage with customers in realtime?

• Use social monitoring to keep tabs on what customers are saying about you with Salesforce for Twitter and Salesforce for Facebook.
• Empower customers with integrated knowledge bases, web communities, self-service portals, and realtime customer communication channels.
• Get instant process visibility with custom reports and dashboards to measure customer service metrics across social channels.

Connect with us today to learn how service processes can be designed to monitor and interact with customers across social media channels.

Integrate finance & accounting processes with Salesforce for a complete view of the sales & financial history of a customer relationship.

• Give sales and marketing teams a realtime 360-degree view of customer financial metrics to make better customer acquisition decisions.
• Alert frontline support agents to customer billing & credit issues to ensure service entitlement enforcement & accelerate collections.
• See the big picture with salesforce reports and dashboards that integrate marketing, sales, support, and financial performance metrics.

Connect with us today to learn how integrating financial processes with Salesforce CRM provides an end-to-end view of customer value.