SALESFORCE.COM CONSULTING AND STRATEGY

3 out of 4 Users recognize they don’t take advantage of Salesforce’s full potential.
4 out of 5 Sales people agree Salesforce is critical for achieving their Revenue goals.
 
This is a list of the key initiatives OnLighten has helped clients successfully tackle to maximize the value of Salesforce, save time, and boost revenue:
◙ Platform implementation 
 ○ new implementation
 ○ re-implementation
 ○ Lightning UI migration
◙ Improve user adoption
 ○ make the platform easy to navigate
 ○ expose underutilized Salesforce benefits to make users happy
 ○ educate and train users to make them more efficient with the CRM
 ○ promptly address users issues ad-hoc issues and needs when encountered
◙ Implement and Automate business processes within Salesforce – remove the manual work, save time, ensure data quality, and improve sales execution. This is also a big driver to user adoption and successful go-to-market execution.
◙ Reports and Dashboards – you can’t manage what you don’t measure. We have compiled a formidable library of best in class reports and dashboards, we can deploy upon discussing your business needs and goals. The most popular ones track:
 ○ marketing effectiveness
 ○ sales activities and account penetration – for Inbound and Outbound sales team
 ○ pipeline and sales volume result and trends
 ○ conversion funnels – from lead to deal to cash
 ○ revenue tracking and forecasting
◙ Data clean-up 
 ○ improve data quality and organization
 ○ implement rules and processes to ensure incoming data quality
 ○ address and prevent data duplication
◙ Processes improvement within Salesforce.com – our extensive Sales Operations experience allows us to advise clients on strategy and best practices to make their teams more effective and efficient.

OnLighten

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OnLighten

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