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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.
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