We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
Lead Personalization
We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.
Account Configuration
We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.
Contact Customization
We’ll customize contacts for managing the personal and relevant details needed to make sales happen.
Opportunity Configuration
We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.
Salesforce Training
We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.
Get Started Today!
Ready to transform your business with Salesforce Quickstart Implementation? Let Perigeon’s experts handle the setup while you focus on growing your business.
Discover how our innovative app and web solutions have driven growth for our clients. Experience enhanced engagement and measurable success. Partner with us for transformative results.
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