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Opportunity Configuration
We’ll customize contacts for managing the personal and relevant details needed to make sales happen.
Salesforce Training
We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.
Project Kickoff and Business Process Reviews
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
Lead Personalization
We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.
Account Configuration
We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.
Contact Customization
We’ll customize contacts for managing the personal and relevant details needed to make sales happen.
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