CRM IMPLEMENTATION

MAKE YOUR SALES PIPELINE VISIBLE WITH SALESFORCE CRM

  • Track & Record Leads, Companies, and Contacts
  • Make the Sales Pipeline Visible
  • Schedule Touch-Points with Prospects, Customers, and Partners
  • Develop Reports on Sales, Activities, Opportunities, etc
CRM Implementation - Salesforce | PinPoint Local Cleveland

WE IMPLEMENT SALESFORCE CRM

SALESFORCE MAKES YOUR SALES PIPELINE VISIBLE

PinPoint Local Cleveland - CRM Implementation

HOW MUCH DOES SALESFORCE COST?

INSTALLATION AND MONTHLY COST:
IMPLEMENTATION & SUPPORT COST:

PinPoint Local approaches the implementation, training, and support of the Salesforce CRM on a Time & Materials basis.

HOW THE IMPLEMENTATION PROCESS WORKS

TOGETHER WE WILL....
  • SALESFORCE CRM PACKAGE

    CHOOSE THE RIGHT SALESFORCE CRM PACKAGE. FOR SMALL COMPANIES WE RECOMMEND STARTING WITH SALESFORCE ESSENTIALS.

  • SALES PIPELINE

    MAP OUT YOUR SALES PIPELINE FROM "NEW LEAD" TO "CLOSED WON"

  • PAGE LAYOUT

    REVIEW LAYOUT AND CONTENT NEEDED FOR LEAD, OPPORTUNITY, COMPANY, AND CONTACT PAGES

  • INITIAL LIST OF REPORTS

    DEVELOP A LIST OF INITIAL REPORTS THAT YOU AND YOUR SALES TEAM CAN REVIEW ON A REGULAR BASIS TO TRACK GOAL & OBJECTIVES

  • IMPORTING DATA

    IF YOU ALREADY HAVE A LIST OF CUSTOMERS AND CONTACTS WE'LL UPLOAD THEM INTO SALESFORCE

  • ONGOING TRAINING & SUPPORT

    WE'LL TRAIN YOU HOW TO OPERATE THE CRM PLATFORM AND CONTINUE TO PROVIDE REGULAR SUPPORT WHEN NEEDED

Sam Wasylyshyn - PinPoint Local Cleveland

TAKE CONTROL OF YOUR SALES PIPELINE

SET UP AN APPOINTMENT WITH SAM AT PINPOINT LOCAL CLEVELAND