Digital Roadmap Creation

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  • Establish a Vision & Strategy

  • Implement a Lead management system, to prevent leads from slipping through the cracks.

  • Log emails from outlook/Gmail directly to Salesforce

  • Build your customer database

Early Growth

  • Run marketing campaigns to acquire and retain customers

  • Develop an internal platform to enable peer-to-peer discussion/information sharing across multiple partners, access to central resources/documents/templates, and streamlined communications with partners.

  • Collaborate with your team in real-time.

  • Drive productivity, accelerate innovation, share knowledge, and take action from anywhere.

Scaling Up


  • Create public/private community for customers to access Knowledge articles/resources/documents/templates/Invoices/log support cases/post new ideas.

  • Generate price quotes and invoices in Salesforce

  • Dramatically improved customer service efficiency and provided detailed analytics on call/live chat/social interaction types.

  • Telephony and live chat integration allows for customer care to report on agent KPIs and ensure added quality.

Salesforce Features -----------------------------------------

  • Sales Cloud
  • Shield


  • Salesforce Inbox
  • Pardot
  • Forecasting


  • Partner Comunity
  • Chatter Groups
  • Customer Community
  • CPQ + Billing
  • Live Agent
  • Service Cloud
  • Field Service Lightning
  • Einstein Analytics

Would you like to start a project with us?

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