Salesforce Solutions for your Business Model
Explore our Salesforce Solutions, then bundle up the ones you need all while building out a project quote! Our solutions fall under prospecting, sales, service and marketing.
Lead Distribution System
- Automatically distrbute leads to reps based on skill, availability, at random or round robin
- Automatically reassign leads when reps aren’t engaging enough
- Notify reps when a lead is assigned to them via slack, email, chatter and/or text
Lead Entry Integrations
- Receive leads from your website
- Send leads to salesforce from email addresses like sales@yourcompany.com
- Add leads from your email and phone contacts
- Integrate leads from calls and texts
- Get leads from your facebook page
- Associate leads to the proper marketing source to track marketing performance
Lead Analytics
- Key metrics like time to convert, conversion rate, time to first contact, last activity tracking
- Timeframe reporting such as daily, weekly, monthly, quarterly and yearly.
- Clear goal and quota based reporting to pushing the team to deliver expected results
Opportunity Setup
- Break down your sales process into opportunity stages
- Configure additional opportunity types for different sales processes
- Setup products and services
- Anticipate revenue based on in progress opportunities
- Create commission splits between team based opportunities
All Departments: Communication Automation
- Automatically direct reps to deals they need to work so they don’t lose sight within the thousands of other deals.
- Automate appointment confirmations and reminders to increase prospect attendence
Service: Case Setup
- Case Service Level Agreement (SLA) tracking to ensure your timelines are met
- Omnichannel Case Routing to send cases to the service members with the right skills on the customer’s preffered communication channel.
- Knowledge article setup to quickly share solutions to common issues or present them in a FAQ
Cadences: Automated Tasks & Emails
- Automate Email touch points with the contacts from your CRM system
- Guide the team to the next objective with task automations
- Built specifically for your pipeline
Ready To Get Started?
Contact us today!
Call us at 203-693-9427
Email sales@looselycanon.com
Submit the contact form
Frequently Asked Questions
What if I want everything listed?
That’s totally okay! We’ll make a project road map and deliver results based on priority.
What I need isn't listed
Not all of our solutions are listed so reach out to see how we can help you!
How To Get Started With it?
After identifying the services you are interested, contact us and we’ll discuss the unique needs of your project.