Solutions for C-Suite Executives

When moving your business forward, making the right decisions and executing quickly are critical. That means you want the right data at your disposal to make the best decisions. For example, you may need insights into revenues, customer attributes, or employee activities to properly deploy your resources.

We can help. Our Salesforce® tools aid business decisions that drive business transformation. In addition, we offer custom solutions and integrations because we know each company has unique challenges.

Learn how we can help you at each stage of transforming your business: Business insights, decision making and prioritizing initiatives, project planning and managing execution, and custom solutions and integrations.

Business Insights

What we can help with:

  • Data Confidence:
  • Data validation for better record creation
  • Duplicate data resolution for more complete data
  • Revenue Insights:
  • Campaign revenues
  • Total opportunities in pipeline
  • Monthly or year-over-year reporting
  • Sales metrics based on geography, industry, company size or any other relevant bucket
  • Customer Interaction Insights:
  • Calculating account level Net Promoter Scores (NPS)
  • Number of closed cases or live chats


How customers have brought insights to the forefront:

Getting meaningful insights is the first step to making the right decisions. You must have confidence in the data used for analysis and judgment. The Data Quality Helper app offers tools that far exceed default Salesforce functionality. It allows your organization to have a scalable, uniform program for elevating data quality now and ensuring it in the future.

Power up your Salesforce reports or aggregate all important data on your Salesforce records by using the apps Rollup Helper and Lookup Helper. Lookup Helper relates objects together automatically, and then Rollup Helper rolls up the information you need, for insights such as monthly reporting or sales metrics based on a particular category.

Gain enhanced transparency into your business functions and their work with products and services, as well as customers. Do you need to hire more resources or change internal processes? Could you uncover opportunities for new industries or regions to target?


Decision Making & Prioritizing Initiatives

What we can help with:

  • Score records on any Salesforce object
  • Making quick decisions during emergencies
  • Reducing bias in hiring decisions
  • Creating Eisenhower matrices (Do, Schedule, Delegate, or Delete tasks)

With your insights, now you can make informed decisions on strategic direction and improvements. But you don't have to do it alone! Use the app Prioritization Helper to facilitate group input into decisions. Polls aren't always the best way to make a decision. Hidden biases can influence polls negatively, which Prioritization Helper minimizes. Using a transparent, straight-forward process to reach consensus also will help gain buy-in from others for the outcome.

You can also use the app’s scoring feature to score records in any Salesforce object, so team members are always on the same page about what to tackle first. Rank projects from your action plan based on how important they are for reaching company goals.

Project Planning & Managing Execution

What we can help with:

  • Digital platform selection, such as websites and e-commerce storefronts
  • Enabling remote workers
  • Creating project templates for company-wide initiatives like product launches, opening a new location, or planning an event


How customers have transformed their businesses:

Now that you have your data insights and decided on your strategic direction, it's time to start making transformations across your business. Select the companies and software you want to work with to reach your goals. Enable your workers with automated, repeatable processes.

Use our project management tool, Milestones PM+, to undertake projects and manage resources. The app is 100% Salesforce-native, working alongside your newly enhanced data and platform. This will help you manage the execution of initiatives, view project status, and adjust resources and workloads as needed in real-time.


Custom Solutions & Integrations

What we can help with:

Custom solutions for customers:

Every company is unique, and your specific challenges may require a custom solution. We're Salesforce Consulting Partners with over a dozen certified developers. We have a proven process to build the solution you need, migrate any previous data, and train your users on how to use the finished solution.

We support you every step of the way when moving your company forward — by getting the right data, making strategic and tactical decisions, removing technical debt, transitioning from legacy systems, or building whatever solutions are needed for your company.

Have any questions or want to see these solutions in practice? Sign up for a one-on-one demo!

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