Need Help finding a Solution for Your Business?


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If you in Southern California

Contact us for a Consultation

Does your business operation need a professional makeover? If you already have Salesforce but aren’t using it to your advantage; or are interesting in setting up Salesforce – a conversation with us could lead to an evolved and scalable sales management process. Our focus is to help increase sales, unlock the sales process so it can scale up, create visibility into performance metrics, provide financial forecasting, and drive accountability. Free initial consultation.

Range of services:
* CRM configuration and sales report development
* Develop clear vision, direction, and metrics for sales department
* Elevate performance of sales manager and team by optimizing reporting and pipeline management
* Review and revise sales compensation plan to ensure incentive is aligned with corporate goals
* Develop system for sales performance tracking within CRM
* Develop visual dashboards using Salesforce, Excel, or Access
* Mentoring, coaching, sales training, and training development
* Create Performance Improvement Plans (PIP) for employees having performance issues
* Document accountability plans for non-performance.

Salesforce.com configuration, implementation, and customization services
-Quickstart program
-Full Salesforce CRM implementation
-Sales Cloud, Service Cloud, and Marketing cloud implementation
-Custom APEX and Visualforce Development
-Integration with third party systems such as telephone and account systems
-Custom dashboards and report development
-Marketing Automation and email automation
-Data cleanup and migration
-Custom application development

Filemaker Pro & Go capacity with Filemaker Advance Pro 14 for extra customization plus scripting and debug existing versions for Web, Desktop, & Mobile (iPhone, iPad, & Android).

In Addition, experience in MS Office, Google, Filemaker, Hubspot, Shopify, iContact,& MAC iWorks

Let’s talk or email