We’ve helped our customers enhance client relationships, improve targeting and increase lead conversion.
Salesforce Sales Cloud offers customisable workflows and automation capabilities to streamline and standardise sales processes. By automating tasks like lead qualification and quote generation, Sales Cloud boosts efficiency, reduces manual errors, and accelerates deal closures.
Read how we helped ethical clothing company Kowtow align Sales Cloud to its processes
We can provide comprehensive dashboards and reports, offering a holistic view of sales metrics, forecasts, and performance. Sales leaders can make data-driven decisions, track progress, and foster collaboration within the sales organisation.
Salesforce Sales Cloud provides advanced forecasting capabilities based on real-time data. We can help Sales leaders leverage AI-powered forecasting models and predictive analytics to generate accurate sales forecasts, empowering them to plan strategically and achieve targets.
Salesforce Sales Cloud provides robust document management capabilities for streamlined document creation, storage, and sharing. We can help you utilise the automation features so you can generate accurate and customised sales proposals, contracts, and documentation, ensuring consistency, reducing errors, and enhancing compliance.
Get started with Sales Cloud faster with Adapt IQ’s accelerators – pre-configured processes, based on industry best practices. Tell us what you need; we’ll help you achieve it with Salesforce – fast.
Work with our experts to explore the full range of add-ons and features within Sales Cloud. See how Revenue Cloud can automate quote generation and accelerate billing or how Sales Engagement can help prioritise leads and automate work allocation. And when you’ve found features you could benefit from, we’ll help you roll them out.
We can enable sales leaders to consolidate and analyse customer data from various touchpoints with Salesforce Sales Cloud. With unified customer data, sales leaders gain valuable insights, create personalised sales experiences, and drive targeted marketing campaigns, ultimately increasing revenue.
Find out more about the insight Sales Cloud provides Lightman Investment Management.
5
/5
LPM Bohemia rated their experience with Adapt IQ a perfect 5/5 for client satisfaction.
1
DAY
The Salesforce–Mailchimp integration was delivered in one day to minimise disruption
|
Background Seventy 7 are a collective of specialist content creators, offering a wide breadth of media skills under one roof. With offices in Manchester, London and Mumbai, their expertise and…
|
Introduction Over recent years, B2B companies have come up against increasingly difficult challenges when managing their sales activity, especially as buyers can now undertake the bulk of market research themselves….
|
Background In today’s commercial world its actually incredibly difficult to find organisations that do not have any form of CRM in place. That said, however, user adoption of CRM platforms…
|
Background Lightman Investment Management is an independent investment management company specialising in European equities. Founded in 2019, and based in London, Lightman manage the assets of a UK domiciled OEIC…
|
As more and more companies are starting to implement Salesforce CRM, how their sales teams are putting the tool to use effectively is becoming crucial for generating leads and ultimately…