Salesforce Consulting

The world's #1 CRM platform.

Since 1999, Salesforce has been the leading CRM software product in the world.  Our team of consultants have worked with Salesforce since 1999 and continue to do so with many of our clients to help them evolve the way their marketing, sales and service organizations operate.

Eligeo can work with you to help implement Sales Cloud, Marketing Cloud or Service Cloud across your entire organization.  It all starts with 

Salesforce

Salesforce Lightning makes it easier than ever to track and pursue high value opportunities

  • Lead Management: Quickly identify and track your hottest leads From multiple campaigns. Turn over the leads to sales seamlessly For Faster lead to opportunity conversion.

  • Role Specific Console: Specific console views allow users to see information that is most relevant and timely for them.  Whether you’re in the Sales or Service consoles, information is at your finger tips.

Acquire, Qualify and Convert Leads more effectively

  • Lead management: Quickly identify and track your hottest leads From multiple campaigns. Turn over the leads to sales seamlessly For Faster lead to opportunity conversion.

  • Lead routing: Define and automate processes that work best for your business. Visually design automation to route and track lead progress.

  • Sales campaigns: Create, execute and track sales campaigns across multiple channels. Develop compelling email marketing programs and easily capture leads From your website.

Help your sales people close more deals

  • Account and contact management: Get a complete view of your customers and prospects across the entire customer lifecycle to deliver the right impact in every conversation, based on their role and personal preference.

  • Opportunity management: Increase your sales win rate by focusing on the right opportunities and prioritizing activities For each individual customer. Capture all pertinent details across the entire sales and customer life cycle. Promote best practices. Stay engaged with easy access to information across any device.

  • Sales collaboration: Make use of the tribal knowledge across your whole organization. Easily identify and connect with experts across your organization. Enable discussions in the context of accounts, contacts and opportunities that are easily cross-referenced in the future. Increase knowledge sharing by allowing individuals to classify information in a manner that makes sense to them.

  • Salesforce Chatter: The most comprehensive and interactive platform for your organization to stay in touch with each other while collaborating on the most import details of your client interactions.

  • Sales Forecasting: Create more accurate and predictable forecasts and track pipeline changes. Coach to success based on early insights on Factors affecting pipeline. Implement the right sales strategy to drive quota attainment.

Talk to us about a demo and a free trial

An Account Executive at Eligeo can set you up with your own custom trial of Salesforce