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New Implementation
Marketing Solutions

  • Email campaigns 
  • Lead management (i.e. web-to-lead, lists, organic)

New Implementation
Sales Solutions

  • Opportunity management
  • Sales team management/organization
  • Quotes & order management
  • Forecasting & quotas
  • Partner selling management (distributors, OEM’s)

Field Service Lightning Implementations

  • Business Process Review
  • Installation
  • Set Up (Permission Sets, Assign Permissions, Page Layouts, Geocoding/Data Integration Rules)
  • Customization (Appointment Lifecycle, Global Actions, Scheduling Policies, Optimization, Dispatch Policies, Sharing Settings)
  • Scheduler Console Setup
  • User Setup
  • Set Up Sales Regions/Territories
  • Set Up Workforce
  • Set Up Time Tracking
  • Set Up Work Orders
  • Set Up & Manage Inventory
  • Set Up Field Reports
  • Reports & Dashboards
  • Set Up Mobile App

Salesforce Platform

New Implementation
Support Solutions

  • Knowledge base and articles
  • Customer support (i.e. email-to-case, call centers)
  • Customer web communities for self-service, case management
  • Case Management