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Salesforce Consulting

The Client

Salesforce Consulting


Healthcare, Financial Services, Manufacturing

About Salesforce Consulting

Salesforce is the customer company. We make cloud-based software designed to help businesses connect to their customers in a whole new way, so they can find more prospects, close more deals, and wow customers with amazing service.

Customer 360, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information, so that your company can become a customer company, too.

The Challenge

Salesforce Consulting, with its diverse range of internal teams, faced multiple challenges managing their operations efficiently. They required unique and custom solutions for their CPQ requirements, marketing cloud implementation, and more.

Our Solution

We proposed a range of custom solutions, focusing primarily on Salesforce CPQ and Marketing Cloud, tailored to their unique operational needs. Our objective was to enhance their internal team’s productivity and efficiency through these innovative solutions.

How We Did It

For Salesforce CPQ, we configured the platform to align with their specific pricing and quoting processes, streamlining their sales process and reducing the time taken to generate accurate quotes.

On the Marketing Cloud front, we implemented a comprehensive solution, including the creation of custom email templates, landing pages, and form handlers. We also set up the Engagement Studio to enable more dynamic and personalized marketing campaigns.

The integration of these solutions was designed to facilitate seamless data sharing and real-time insights, allowing Salesforce Consulting to make data-driven decisions.

The Result

The adoption of these custom solutions revolutionized Salesforce Consulting’s internal operations. The streamlined CPQ process resulted in significant time savings and improved accuracy in quoting, enhancing their overall sales efficiency.

Their marketing efforts also saw marked improvement, with higher engagement rates from personalized, real-time communications. Overall, our custom Salesforce solutions drove operational efficiency, empowered their internal teams, and supported their business growth objectives.