Sales Cloud Consulting

Getting your sales team integrated with Salesforce can be a challenge. We take the guess work out of the process and help you prove ROI fast.

There are two huge hurdles to any Salesforce Sales Cloud project: User-adoption and configuring your Cloud so you can see real ROI fast. We keep these two hurdles in mind as we consult with you on how to make your Sales Cloud a clear winner.

We Help You Capture and Convert More Leads With Salesforce

A tool is worthless if no one knows how to use it. At CRM Ahoy, we help you create a clear roadmap of Lead Funnels, Lead Personas and Sales Success Metrics. We then setup custom dashboards and profiles in Salesforce to track, monitor and alert you of when your goals are reached.

We Help You Win More Sales With Salesforce

Our Salesforce Consultants help implement and train on Contact, Opportunity and Sales Management within the Sales Cloud. We help you create custom rules, reports and put into place lots of automation. You’ll feel like a Sales Guru – and have the numbers to prove it.

We Help You Increase Day-To-Day Productivity

Salesforce lets you create an endless number of automated tasks. Our Salesforce Consultants work with you on deciding which business rules make the most sense and which processes can be purposefully automated. We’ll implement reports and alerts, allowing you to make smart decisions without any of the grunt work.

We Create Actionable And Insightful Dashboards

Our Salesforce Team works with you on the business rules and ROI metrics that you need. We then implement some custom rules and develop for you a business ready dashboard. We’ll make sure all your future business decisions are made on real numbers.

We Start User Adoption Training Right Away

We don’t work in a bubble. And neither does your staff. After we figure out your business goals, we get with your team and start training them on how Salesforce can make their jobs easier, productive and a lot more fun.