With the right customer relations management setup, there is an incredible amount of efficiency & visibility to be gained for Sales & Account Management in companies of all sizes. Matching these Web software tools to the specific needs of your businesses and sales reps is the challenge.
SALESFORCE.COM / CUSTOMER RELATIONS MANAGEMENT
Need help managing your company's or your own personal administration and usage of CRM software with Salesforce.com?
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415.867.3745
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With 7 years of experience administrating CRM and corporate process management in the Internet & Web Marketing field specializing in Salesforce.com, we can assist you with or completely take on your administrative needs:
• External data consolidation from spreadsheets, word docs, separate client databases, other CRM systems (Siebel, SugarCRM, etc.)
• Lead / Account / Contact / Opportunity table customizations
• Sales Rep training
• Sales pipeline process design & implementation
• Productivity, product, and overall business Reports & Dashboards
• Workflow Rules, Alerts & Field Updates
• Record type & page layout design
• Centralized, Version-Controlled Sales Document Management
• Customer & Internal Case / Task / Activity Management
• API / AppExchange / 3rd party application integration
• New Summer '07 Workflow & assignment features!
• Force.com & custom UIs
• Email Templates, Alerts, and Escalations