HOW SOLVD HELPS YOU
1. PROJECT KICK OFF + STRATEGY SESSIONS
Together we’ll discuss your company’s final goals for Salesforce, including a custom plan for your sales process.
2. Lead, Account + Contact Setup
We’ll configure and create fields on leads, accounts, and contacts to track everything you need to know about your prospects and customers.
3. Customized Opportunity Setup
We’ll set up opportunity fields and a tailored sales process that tracks the stages that matter for your pipeline and forecasts.
4. Spreadsheet Import
We get your data into Salesforce so that the system is ready for your team to use.
5. SALESFORCE TRAINING
Together our team walks you through your app. This helps your salespeople give the tools they need to close more deals.