As the Practice Director for Sales Cloud and Revenue Cloud (CPQ), Will is passionate about helping our clients find the best Sales Cloud solutions for their business.
One of Will's favorite things to automate is the sales process for sales reps. He loves making sure that we help our client not only attribute where their leads came from, but track them through the entire sales pipeline.
When he's not helping clients simplify and automate manual processes, Will loves to golf, cook (and eat) great food, and spend time with his wife and dog. A lifetime midwesterner, he enjoys summers in Chicago, the Buckeyes, and Cincinnati sports.
Implementing Sales Cloud correctly is vital for your business. This starts with Architecture and ends with Training and Change Management. Every point along the way is critical, and we're here to guide the process. We provide implementation services ranging from out-of-the-box complexity to fully custom solutions for your business.
If your organization has gone through a merger or acquisition, or is going through the process now, integrating your sales teams and sales processes can be challenging. We’ll work with you to develop a strategic roadmap for integrating Salesforce org(s) post-M&A, helping you create an efficient and unified sales team with streamlined processes and systems.
If you already have Sales Cloud, but need to make enhancements to the system, our team can spin up quickly on your current build out and help deliver the next phase to keep you growing.
Whether you are migrating from a previous system, merging/acquiring a new company, or have external data sources, we are experts in the data migration process and will ensure a smooth transition.
After implementation, you need to have the right resources to support your team and any needed changes/enhancements. We provide dedicated resources for set hours per week based on your needs.
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There are hundreds of ways to solve challenges with Salesforce, however, there is always a “best” way. Having the correct architecture for the current and future state of your company is pivotal to the success of any project.
Whether you’re interested in automating your sales process, optimizing supply chain management, or improving financial reporting, integrating Salesforce with ERP systems such as NetSuite, Commercient, SAP, Oracle, and more, gives your business a complete view of your customers and your financial performance in one place.
Whether your business experienced a bad implementation in the past or your Salesforce org is several years old and full of technical debt, we’re here to help you get back on track.
