Be efficient

Deep customer insights and work from home platforms are more important than ever. We help deliver sales platforms that accelerate your team no matter where they work.

Salesforce Sales Cloud

Sales Cloud Packages 

  • 1 day discovery
  • Base CRM setup
  • Email address whitelisting
  • Up to 5 custom fields on Lead
  • Up to 10 custom fields on Opp
  • 5 processes
  • 1 x Pricebook with 10 SKUs
  • Manual quoting and acceptance
  • Custom Sales Paths for both
  • Lead assignment rules
  • Up to 10 users created
  • 2 x custom profiles
  • 1 day of testing
  • 4 hours of training

START

Start Package PLUS:
  • 3 (total) day discovery
  • Unlimited custom fields on Lead and Opp
  • 10 processes
  • 2 x Pricebooks with 10 SKUs each
  • Automated quoting and digital signing of 1 quote template
  • 1 (total) day of training
  • 2 (total) days of data import
  • Outlook or Gmail integration

PRO

Pro Package PLUS:
  • 5 (total) day discovery
  • Territory management
  • Opportunity groups
  • CTI/Phone integration (Dialpad, NVM or similar) for click to dial 
  • Xero integration for opportunity payment reconcilation
  • 2 days of training
    walkthrough videos of major functionality
  • 3 (total) days of data import

ULTIMATE

In today's highly competitive and fast paced environment your customers demand fast turnaround, personalised engagement, whilst your CEO is setting higher growth targets.

 

Our team is unique in that it includes sales people (not just technologists) who understand B2B and B2C sales inside-out and will work hand-in hand with your team to streamline your process inside Salesforce.

Our hands-on sales people can provide your teams with real-world guidance on digital transformation

Sales Cloud gives your team more time to sell, greater visibility and brilliant collaboration

Deep telephony integration through our experience with Dialpad, NewVoiceMedia, Amazon Voice and 8x8

Our team will work to identify your customer engagement goals and then execute a plan to deliver success. In conjunction with our Intelligent 360 approach we’ll help you centralise and identify relevant customer data points to segment and engage with a single view of the customer.