top of page
Lightning Dialer
​We’ll configure the Lightning Dialer to use click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, as well as calling lists.
Salesforce Training
We’ll perform a custom, one-hour webinar training session of your Salesforce application.
Project Kickoff and Business Process Reviews
​We’ll discuss your finalized goals forSalesforce, including a customization plan for your sales process.
Lead and Account Setup
​We’ll configure and create fields on leads, accounts and contacts — your customer base
Customized Opportunity
​We’ll set up opportunity fields for precise sales tracking.
​Sales Cadence
​We’ll configure sales cadence with up to five steps for sales users to follow in Sales Engagement.
bottom of page