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
    • Data import
    • Quotes
    • Forecasting
    • Task and Events
    • Customize Salesforce to meet the needs of the business
    • Salesforce Mobile
    • Outlook/Gmail integration

Service Cloud for Support Teams

Let's Do This written under torn paper

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