Lead Management & Capture

We have a consistent process for capturing leads from our website, ads, and partners.

Sales Pipeline Visibility

Our team uses Opportunity Stages consistently across all deals.

Automation & Workflow Efficiency

We use Salesforce automation (Flow or Workflow Rules) for repetitive tasks.

Customer Support & Service Tracking

We log and manage all customer support requests through Cases or a similar process.

User Adoption & Training

New team members are trained on how to use Salesforce effectively.

Reporting & KPIs

We have dashboards showing KPIs like lead volume, close rate, and pipeline value.