Meet Phil

As the VP of Sales and Marketing, Phil is responsible for business development. Notice that he’s really in charge of two separate departments, which is often the case in most organizations. How can he use Salesforce to keep these two departments aligned?

Phil’s success depends on his ability to make sure that the marketing department is pushing qualified leads to the sales department. But those qualified leads depend on feedback from the sales department. It’s not a one-way street.

What Phil Needs
How can we use Salesforce to increase qualified leads and make sure there’s proper follow up?
How fullOpp Delivers
We worked with Phil to customize the full power of Salesforce. Now he has a suite of workflows, alerts, and scoring criteria easily accessible from his Salesforce dashboard. Only the hottest, most qualified leads get pushed to sales—and the sales staff returns the feedback. Nothing falls through the cracks.
I’m at the big-picture level. I don’t have time to wade through details. Salesforce will work best for me if I have team performance summaries at my fingertips—without having to stop my managers to get the info.

Phil’s wish was our command. Meetings with managers got wiped off his calendar with the proper implementation of custom reports we set up for him.

It’s my job to remove barriers so my managers stay focused on the performance of their teams. It’s great to have all this data from Salesforce, but how do I turn it into a productivity tool for them?

It’s a common challenge. And we already had an answer. The combination of Salesforce plus our ability to customize it provides the solution. Now Phil gets instant, real-time performance summaries that report only what’s important to him as soon as he signs on to his Salesforce dashboard.

What Phil Needs
How can we use Salesforce to increase qualified leads and make sure there’s proper follow up?
How fullOpp Delivers
We worked with Phil to customize the full power of Salesforce. Now he has a suite of workflows, alerts, and scoring criteria easily accessible from his Salesforce dashboard. Only the hottest, most qualified leads get pushed to sales—and the sales staff returns the feedback. Nothing falls through the cracks.
What Phil Needs
I’m at the big-picture level. I don’t have time to wade through details. Salesforce will work best for me if I have team performance summaries at my fingertips—without having to stop my managers to get the info.
How fullOpp Delivers
Phil’s wish was our command. Meetings with managers got wiped off his calendar with the proper implementation of custom reports we set up for him.
What Phil Needs
It’s my job to remove barriers so my managers stay focused on the performance of their teams. It’s great to have all this data from Salesforce, but how do I turn it into a productivity tool for them?
How fullOpp Delivers
It’s a common challenge. And we already had an answer. The combination of Salesforce plus our ability to customize it provides the solution. Now Phil gets instant, real-time performance summaries that report only what’s important to him as soon as he signs on to his Salesforce dashboard.

We hear from Phil on a regular basis now. fullOpp isn’t just a consultant to his organization. Phil realizes that we’re dedicated to his sales success.

Let us dedicate ourselves to your success.

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