Transform Sales Operations with Salesforce SB Utility Pack
Everything your sales org needs, in one utility pack
Sales Cloud CRM
Manage leads, accounts, contacts, Opportunities and quotations in one place.
● Lead Management
● Web-to-Lead Setup
● Opportunity Pipeline Management
● Product & Price Book Configuration
● Quote & Approval Automation
● Einstein Activity Capture
● Slack Integration
● Lead Scoring
● Duplicate Management
● Campaign Attribution
● Account Hierarchy
● Activity Timeline
● Forecasting
● Competitor Tracking
● Close Date Reminders
● Sales Automation
● Forecasting & Quota Management
● Mobile App
Slack Collaboration
Enable real-time communication, automated alerts and faster decision-making.
● Salesforce & Slack Integration
● Opportunity & Collaboration Channels
● Real-time Notifications
● Slackbot CRM Access
● Update Records Directly from Slack
Tableau Analytics
Visualize performance with powerful dashboards and actionable insights.
● Executive Sales Dashboards
● Pipeline Visibility
● Revenue Tracking
● Historical Trend Analysis
● Real-time KPI Monitoring
Case Management
Streamline customer support processes with efficient case handling, automation and knowledge-driven service.
● Web-to-Case / Email-to-Case
● Case Queues
● Case Assignment Rules
● Escalation Rules
● Case Comments
● Case-to-Opportunity Linking
● Solutions / Knowledge Base