Sales Cloud for Sales Teams
Command Your Sales Pipeline
Take control of your sales pipeline, create trackable goals, and use your Salesforce CRM effectively with done-for-you service
Enhanced Lead and Opportunity Management
Update Accounts and Contacts with accurate data
View the Sales forecast and performance dashboards in an easy to use format
Sales Cloud Services
- Contact Management
- Account Management
- Opportunity Management
- Lead Management
- Activity Management
- Pipeline and Forecast Management
- Process Automation
- Data Management
- User maintenance
- Automate business processes
- Implement Marketing tools
- Leads
- Campaigns
- Update objects
- Dashboards
- Reports
- Build business processes in Salesforce
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- Data import
- Quotes
- Forecasting
- Task and Events
- Customize Salesforce to meet the needs of the business
- Salesforce Mobile
- Outlook/Gmail integration
- Data import
Service Cloud for Support Teams
Simplify & Improve Customer Support & Case Management
You’ll wonder how you ever did without Peak41’s flawless automated processes within Salesforce
Case/ticket management for optimized customer-support tracking
Simply route cases from where a customer contacts you: Email, phone, text, or even chat
Track customer support performance in simple reports and dashboards
Service Cloud Services
Case Management
Service processes
Data Management
User maintenance
Automate business processes
Process Automation
- Update objects
- Create fields
- Dashboards
- Reports
- Build business processes in Salesforce
- Data import
Salesforce Implementation Services
Begin with the End in Mind
Salesforce is deep. Don’t flail in the shallow end when Peak41 can get your implementation swimming like Michael Phelps.
Our experience setting up Salesforce for multiple companies will set you up for success
Customize Salesforce to meet the unique needs of your business before your team even logs in
Create reports and dashboards to give your team and you the data you need to succeed
Salesforce Implementation Services
Setup users, permissions, and security so you don’t face costly problems down the road
Import customer data so you’re primed and ready
Customize account, contact, opportunities to unique business needs so you’ll grow as you need to
Create custom objects so Salesforce meets your team needs
Customize customer support cases so you save time and decrease costs
Create one dashboard with up to 20 reports so you’re in command of your sales flow and know how to improve
