Timeline: 4 weeks
We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
We’ll configure and create fields on Leads, Accounts and Contacts — your customer base.
We’ll set up Opportunity fields for precise sales tracking.
We’ll configure sales cadence with up to five steps for sales users to follow in high velocity sales.
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.
We’ll perform a custom one-hour webinar training session of your Salesforce application.