SALESFORCE.COM CONSULTING AND STRATEGY 3 out of 4 Users recognize they don’t take advantage of Salesforce’s full potential. 4 out of 5 Sales people agree Salesforce is critical for achieving their Revenue goals. This is a list of the key initiatives OnLighten has helped clients successfully tackle to maximize the value of Salesforce, save time, and boost revenue: ◙ Platform implementation ○ new implementation ○ re-implementation ○ Lightning UI migration ◙ Improve user adoption ○ make the platform easy to navigate ○ expose underutilized Salesforce benefits to make users happy ○ educate and train users to make them more efficient with the CRM ○ promptly address users issues ad-hoc issues and needs when encountered ◙ Implement and Automate business processes within Salesforce – remove the manual work, save time, ensure data quality, and improve sales execution. This is also a big driver to user adoption and successful go-to-market execution. ◙ Reports and Dashboards – you can’t manage what you don’t measure. We have compiled a formidable library of best in class reports and dashboards, we can deploy upon discussing your business needs and goals. The most popular ones track: ○ marketing effectiveness ○ sales activities and account penetration – for Inbound and Outbound sales team ○ pipeline and sales volume result and trends ○ conversion funnels – from lead to deal to cash ○ revenue tracking and forecasting ◙ Data clean-up ○ improve data quality and organization ○ implement rules and processes to ensure incoming data quality ○ address and prevent data duplication ◙ Processes improvement within Salesforce.com – our extensive Sales Operations experience allows us to advise clients on strategy and best practices to make their teams more effective and efficient.