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Overview
- Sales process was convoluted
- Set up Product and Quote features
- One-click invoicing
CFT Recycling: Quickstarts
Sales Cloud | Professional Services
Overview
- Undefined sales process
- Polished sales process and database
- Improved productivity, outreach, and UX
BioWave: Managed Services
Sales Cloud | Manufacturing | Healthcare & Lifesciences
Overview
- Sales activities managed through spreadsheets
- Implemented a lead management process
- Increase in overall sales
Capitol Lighting: Managed Services
Sales Cloud | Retail & Consumer Goods
Overview
- User attrition
- Implemented live chat and ticketing system
- Created a revenue stream
Azubu: Estimated Project
Service Cloud | Retail & Consumer Goods | High Tech
Overview
- Abandoned, uncustomized Salesforce implementation
- Tailored Salesforce for daily operations
- Boosted efficiency and productivity
Downtown Santa Monica: Managed Services
Sales Cloud | Nonprofits | Business Improvement Districts
Overview
- Neglected best practices, degraded database
- Cleaned and segmented data, implemented automation
- Faster business expansion; boosted productivity
Volta: Staff Augmentation
Sales Cloud | Manufacturing | Automotive & Energy
