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Ready to make Salesforce not suck?
SalesOps Built for Startups
Your CRM deserves better.
Onboarding Salesforce requires strategy & above all TIME. Focus on growth while we help achieve your CRM goals, because chaos isn't a strategy.
Salesforce Isn't Rocket Science, but it Can be a Headache
CRM Implementation Made Simple
Struggling to reign in Salesforce right out of the box? We set up your CRM the right way from day one, tailored to your Startup's unique needs.
Boost User Adoption
Lacking adoption? Clear step by step processes, guides and hands on training in your CRM will ensure sales reps grasp routine intuitive workflows.
Stay Up to Date
Easily track key performance Indicators like ARR, pipeline, ROI and the countless other acronyms from one dashboard. Whether it's a bird's eye look at the the business or specific
users you can master your data with quick easy filters.
Salesforce Phase One
Fields & Layouts
Data Standardization
Fields & Layouts
CRMs aren't one size fits all, in order to make Salesforce your "Source of Truth" you need fields, picklists and layouts that are tailored to the business.
Flows & Formulas
Data Standardization
Fields & Layouts
Formulas and flows can get messy but are vital to streamlining processes and enforcing good behavior. Plus the less math sales reps need to perform the better!
Data Standardization
Data Standardization
Data Standardization
Constant streams of data can get confusing. Create order amongst chaos with triggered flows that standardize names for objects like Opportunities or Meetings.
Reporting
Integrations
Data Standardization
With all your focus on selling and building the business simple items like revenue and pipeline generation can easily slip your mind. With a KPI Dashboard you are only a click away from metrics that matter.
Integrations
Integrations
Integrations
Salesforce is a powerful tool, but it can't meet every need. Incorporate an enrichment tool to import fresh contacts and accounts with the click of a button or an outreach plugin that automatically logs activity.
Enablement
Integrations
Integrations
With all energy directed at selling sometimes sales reps can develop bad habits like forgetting to log tasks or qualify meetings. Proper enablement and references aid in promoting good behavior
Salesforce Phase Two
Data Enrichment
Sales Territories
Activity Logging
Who are you gonna call? Growing your addressable market with new accounts and contacts is paramount. Set up automated enrichment workflows to import fresh leads.
Activity Logging
Sales Territories
Activity Logging
Logging outreach manually is a waste of time. Set up Sales Cadences to organize and schedule outbound activity with tasks logging automatically.
Sales Territories
Sales Territories
Sales Territories
Lengthy lists and disputes over account ownership can be a pain, carving out regions for your teammates to target can create peace of mind.
Trusted Advisor for Startups
Learn how Cyclops Consulting Helps Local Cybersecurity VAR Build Ops while in Flight
Our latest project with Uncommon cyber involved creating an automated processes to collect deal insights and create multiple related opportunities for multi-year deals. This ensures a painless process for sales and collects the required data for reporting. Upon creation Opportunity Names are also automatically generated to incorporate Account Names, vendor, Close Date - Year. This helps to standardize data, the same strategy was also adopted for Meeting tasks!
"Combing through opportunities to calculate margin was tedious; A dashboard filled with reports that quickly identified our Pipeline, ARR and Vendor performance was just what we needed to respond to key stakeholders. — Cyclops Consulting — then encapsulated the data into a board deck that saved us man-hours when preparing presentations"
With the rollout of their new Sales Homepage reps now have access to key reports, user guides, Team & Personal KPI dashboards, upcoming activities and quick actions. These updates were just the tip of the iceberg and puts them in position to scale and grow their team.
Technology Certifications
