Meet Ryan


Ryan is a busy guy. He manages a team of sales reps covering a large territory and the tasks involved are exponential. He needs to monitor the performance of individual sales reps, roll that data up to the team level, and then push those results forward—all while forecasting future sales. Phew!

What Ryan Needs
A sale can be made in an instant. How can I use Salesforce to review and approve quotes and requests from my team as they’re happening so they can close deals — without being tied to my desk?
How fullOpp Delivers
Ryan, meet your old friend, email. We worked with Ryan to configure Salesforce so approval requests are sent directly to him by email. He can access them anywhere and push out approvals as fast as he can type go ahead.
Real-time sales activity for individuals on my team and the team itself. It’s not an either/or choice for me—I need to see both. And real-time means I need instant access to forecasts, performance progress, and activity reports. I can’t wait for my team meetings. Can we make Salesforce do this?

There’s little that Salesforce can’t do—especially when you have our deep expertise in mining and customizing the rich flow of CRM data that Salesforce provides. Now Ryan has exactly the information he needs delivered automatically as an emailed report. It’s Ryan’s choice. Daily, weekly, monthly, and even quarterly reports. It didn’t surprise us that he wanted them all.

Fear of missing out on sales opportunities keeps me awake at night. I could sleep better if I was more confident that my sales team acts on every lead the marketing department sends our way. How can Salesforce help with this?

There’s a well-rested Ryan seen walking through his organization’s hallways now that we’ve set up specific workflows and alerts that remind him and his team when a potential opportunity is at risk. What Ryan didn’t expect is that we also were able to use the data provided by Salesforce to give him a heads-up when these same leads are ready to convert into opportunities.

What Ryan Needs
A sale can be made in an instant. How can I use Salesforce to review and approve quotes and requests from my team as they’re happening so they can close deals — without being tied to my desk?
How fullOpp Delivers
Ryan, meet your old friend, email. We worked with Ryan to configure Salesforce so approval requests are sent directly to him by email. He can access them anywhere and push out approvals as fast as he can type go ahead.
What Ryan Needs
Real-time sales activity for individuals on my team and the team itself. It’s not an either/or choice for me—I need to see both. And real-time means I need instant access to forecasts, performance progress, and activity reports. I can’t wait for my team meetings. Can we make Salesforce do this?
How fullOpp Delivers
There’s little that Salesforce can’t do—especially when you have our deep expertise in mining and customizing the rich flow of CRM data that Salesforce provides. Now Ryan has exactly the information he needs delivered automatically as an emailed report. It’s Ryan’s choice. Daily, weekly, monthly, and even quarterly reports. It didn’t surprise us that he wanted them all.
What Ryan Needs
Fear of missing out on sales opportunities keeps me awake at night. I could sleep better if I was more confident that my sales team acts on every lead the marketing department sends our way. How can Salesforce help with this?
How fullOpp Delivers
There’s a well-rested Ryan seen walking through his organization’s hallways now that we’ve set up specific workflows and alerts that remind him and his team when a potential opportunity is at risk. What Ryan didn’t expect is that we also were able to use the data provided by Salesforce to give him a heads-up when these same leads are ready to convert into opportunities.

Ryan understands that the true role of a sales manager is to remove the obstacles that prevent his team from uncovering more opportunities, getting in front of more prospects, and closing more deals. With our help, Ryan accomplishes this with more efficiency than he ever thought was possible.

Be more like Ryan.

Get Salesforce support from fullOpp