Sales Cloud

Our Sales Cloud implementation expertise helps businesses build and nurture lasting relationships, across every touchpoint, to win new customers and retain loyal customers

Customer Information

Organize your data and provide your users a 360 degree view of their prospects and customers. See the complete history of every account and an up to the moment single source of truth about what is planned and by whom

  • Accounts, Segmentation and Multi-Account Hierarchies
  • Contacts, Roles and Relationships
  • Leads, Campaign Tracking, Funnel and Conversions

Activity Tracking

Increase the productivity of your sales professionals by allowing the effortless tracking of their tasks and calendar events, providing a path for success and a point of collaboration with their peers

  • Tasks and Events
  • Outlook and Gmail Integration
  • Mobile Application

Marketing Activity

Increase the return on all of your marketing investment. See which campaigns are driving new opportunities and which are helping to close them. Direct investment to those activities with the greatest impact and generate the hard metrics needed to plan for future investment.

  • Marketing Campaign and Campaign Membership
  • Campaign Investment and Return on Investment
  • Marketing Automation Tool Integration

Selling Process

Increase the win rate of your sales professionals by enabling flexible collaboration with their peers while guiding them through a sales process tailored to meet the specific needs of your organization.

  • Opportunity Management and Forecasting
  • Product Selection and Pricing
  • Quote Generation and Contract Management

Order Management

Increase the efficiency of your employees and the accuracy of your sales data by allowing Salesforce to work with your order management systems through a custom built integration.

  • Order Management
  • ERP / Accounting System Integration

Account Management & Renewals

Reduce client attrition by enabling Salesforce to track existing customer contract details and provide a path for the ongoing health of the account.

  • Contract Management
  • Asset Management and Product Support
  • Opportunity Renewals and Yearly Price Increases
  • Subscription Management

Get Started with Exprtly

Ready for a no-strings-attached conversation about your business challenge? Connect with us to explore how our team can help make your implementation dreams come alive

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