Salesforce Consulting

Make Your Team More Efficient and Effectively Track Your Revenue Pipeline

SALESFORCE CONSULTING SERVICES

  • Salesforce Implementation Strategies
  • Salesforce Integration with Marketing Automation Systems
  • Implementation of Sirius Decisions Demand Waterfall
  • Lead Lifecycle Consulting & Salesforce Configuration
  • Salesforce Dashboard & Report Building
  • Custom Salesforce Consulting Services

Response Capture’s Salesforce strategists are not only certified Salesforce administrators, they’re also marketing automation experts and demand generation strategists. This expertise ensures that you get a holistic approach that maximizes the value of Salesforce and your marketing automation software.

We develop custom Salesforce configurations that will help you more efficiently manage, nurture and convert inquiries into sales ready leads. When Salesforce is customized to how your business works, you’ll also ensure that you’re capturing the right data, improving your tracking and the quality of your reports.

Salesforce Consulting Services

Our Salesforce capabilities include:Salesforce-Reports-Salesforce-Consulting-Portland-Oregon

  • Strategy on setting up and automating salesforce processes to ensure good workflows and accurate reporting
  • Connect Salesforce with marketing automation and optimize your lead management and reporting
  • Developing lead lifecycle stages and implement appropriate fields so you can measure how prospects move through the funnel
  • Establish lead routing and follow-up protocols to ensure you get credit for the qualified leads you generate
  • Develop reports and dashboards so you can make sense of your data, share it across your organization, and demonstrate your contribution to the pipeline
  • Build automation and workflows to support the Sirius Decisions’ Demand Waterfall, or any other demand generation methodology

Salesforce Reports and Dashboards We Create

Your Salesforce reports and dashboards will be easy to read and understand, yet comprehensive in their scope.
Examples of Salesforce reports and dashboards we can build:

  • Lead lifecycle KPIs to understand the velocity and efficiency of your lead lifecycle:
    1. Number of MQLs moved down the funnel and number rejected
    2. Lead lifecycle stage conversion rates for MQLs
    3. Number of leads converted from Inquiry to SAL; or MQL to Closed Won / Lost
    4. Average time at each stage (velocity) for MQLs
  • Lead score trends to evaluate lead quality over time
  • Trends for any reports on a month-over-month, quarter-over- quarter or year-over-year basis
  • Sales leaderboards: Closed won by rep; pipeline by rep; win rate; number and quality of meetings generated by sales development reps; etc.
  • Sales rep activity: Activities by rep (calls, emails, demos); lead aging to monitor sales follow up;
  • Campaign member analysis
  • Dynamic dashboards that display specific information based on role

Salesforce-Reporting-Salesforce-Consulting-Portland-Oregon

So, Do You Need a Salesforce Consultant?

We find that people reach out to us when they are facing common Salesforce challenges, such as the following:

  • Unsure how marketing programs are performing
  • Concern that leads are not effectively moving through the pipeline
  • Poor visibility into sales activities and pipeline
  • Difficulty in understanding sales and marketing trends over time
  • Inaccurate reports or the need for custom Salesforce reporting
  • Lack of in-house expertise to make unique Salesforce configurations

If this sounds like you contact us today.

Make Your Team More Efficient and Effectively Track Your Revenue Pipeline

SALESFORCE CONSULTING SERVICES

  • Salesforce Implementation Strategies
  • Salesforce Integration with Marketing Automation Systems
  • Implementation of Sirius Decisions Demand Waterfall
  • Lead Lifecycle Consulting & Salesforce Configuration
  • Salesforce Dashboard & Report Building
  • Custom Salesforce Consulting Services

Response Capture’s Salesforce strategists are not only certified Salesforce administrators, they’re also marketing automation experts and demand generation strategists. This expertise ensures that you get a holistic approach that maximizes the value of Salesforce and your marketing automation software.

We develop custom Salesforce configurations that will help you more efficiently manage, nurture and convert inquiries into sales ready leads. When Salesforce is customized to how your business works, you’ll also ensure that you’re capturing the right data, improving your tracking and the quality of your reports.

Salesforce Consulting Services

Our Salesforce capabilities include:Salesforce-Reports-Salesforce-Consulting-Portland-Oregon

  • Strategy on setting up and automating salesforce processes to ensure good workflows and accurate reporting
  • Connect Salesforce with marketing automation and optimize your lead management and reporting
  • Developing lead lifecycle stages and implement appropriate fields so you can measure how prospects move through the funnel
  • Establish lead routing and follow-up protocols to ensure you get credit for the qualified leads you generate
  • Develop reports and dashboards so you can make sense of your data, share it across your organization, and demonstrate your contribution to the pipeline
  • Build automation and workflows to support the Sirius Decisions’ Demand Waterfall, or any other demand generation methodology

Salesforce Reports and Dashboards We Create

Your Salesforce reports and dashboards will be easy to read and understand, yet comprehensive in their scope.
Examples of Salesforce reports and dashboards we can build:

  • Lead lifecycle KPIs to understand the velocity and efficiency of your lead lifecycle:
    1. Number of MQLs moved down the funnel and number rejected
    2. Lead lifecycle stage conversion rates for MQLs
    3. Number of leads converted from Inquiry to SAL; or MQL to Closed Won / Lost
    4. Average time at each stage (velocity) for MQLs
  • Lead score trends to evaluate lead quality over time
  • Trends for any reports on a month-over-month, quarter-over- quarter or year-over-year basis
  • Sales leaderboards: Closed won by rep; pipeline by rep; win rate; number and quality of meetings generated by sales development reps; etc.
  • Sales rep activity: Activities by rep (calls, emails, demos); lead aging to monitor sales follow up;
  • Campaign member analysis
  • Dynamic dashboards that display specific information based on role

Salesforce-Reporting-Salesforce-Consulting-Portland-Oregon

So, Do You Need a Salesforce Consultant?

We find that people reach out to us when they are facing common Salesforce challenges, such as the following:

  • Unsure how marketing programs are performing
  • Concern that leads are not effectively moving through the pipeline
  • Poor visibility into sales activities and pipeline
  • Difficulty in understanding sales and marketing trends over time
  • Inaccurate reports or the need for custom Salesforce reporting
  • Lack of in-house expertise to make unique Salesforce configurations

If this sounds like you contact us today.