Sales Cloud
Collaborate to Grow Your Business
Blending people with process requires experience Bubblebox has in abundance. By utilizing Salesforce Sales Cloud you are able to build vital, meaningful, and powerful relationships with your customers, as well as motivate your sales team to successfully adopt the right CRM tools giving them the ability to excel and elevate their abilities beyond those of your competitors.
Customer Relationship Management (CRM) has drastically evolved. Understanding the power and opportunity of today’s CRM is key. The ability to bring together a strategy supported by both marketing expertise and technical skills is at the heart of successful engagement – and strong results. The Bubblebox team works with customers with a range of CRM skill sets – whether they are a seasoned CRM professional with limited or no experience with Salesforce, someone who more fully understands the platforms, or a relative newcomer to the process. When you are ready to roll out Salesforce Sales Cloud, the #1 CRM, we work with you to generate measurable results.
87% of our customers faced two or more of these challenges:
- Sales pipeline visibility
- Multi-territory team management
- Opportunity pipeline management
- Sales and marketing team coordination
- Qualified sales and marketing leads
- 360 customer view
- Customer, prospect, and third-party data integration
You are not alone.
From Quick Starts to optimization and efficiency engagements, the Bubblebox team provides you with a solution that effectively meets your specific needs – and exceeds your expectations. Our team is with you every step of the way – whatever your requirements – as your Salesforce Sales Cloud experts.
Why partner with us?
At Bubblebox, we believe a Sales Cloud implementation should create value across all areas of business. We aim to provide all team members – from sales, marketing, customer service, through to merchandising – with a platform that stores critical information about your day-to-day interactions, enabling an efficient and cohesive environment for all, ultimately elevating your efforts.
Our Sales Cloud Foundation Package is aimed at getting you set up quickly to work smarter, connect better with customers, sell more, and grow your business faster – all within one customized platform. Through a consultative approach, we strive to set up your Sales Cloud instance to reflect how your company does business, then empower you to leverage its capabilities by means of our training and consultancy services.
Our Foundation Package includes:
- General set up including custom domain and branded login page
- User roles and profile configuration
- Guidance on Salesforce App
- Territories configuration
- Multiple currency configuration
- Basic security and access configuration
- Configuration of Salesforce for Outlook
- Standard object configuration including custom fields and default page layout customization for
- Lead object
- Account object
- Contact object
- Opportunity object
- Standard reports and dashboards
Once you have the foundation in place, you can add new features as you grow, so that your information system and processes are always the right size for your business.
Our advanced packages include but are not limited to:
Extend your organization's data by defining Custom Objects, storing information unique to your organization.
Automate your organization's repetitive business processes using Approvals, Process Builder, Workflow, and Visual Workflow.
Include your product inventory or services you sell to customers enabling the ability to generate Quotes.
Every support request is an opportunity to enhance your relationship with your customers or generate additional revenue. Case management enables you to make the most of each interaction.
If you require a custom package from the onset, we can design a custom engagement that meets your specific needs.
How can we help?