Salesforce Sales Cloud Consulting &  Implementation

Make your Salesforce Sales Cloud instance a fully-functioning revenue enabler that helps teams achieve maximum impact.

Our Salesforce consulting provides needed optimizaitons and integrations with marketing automation platforms

systems assessment

Improve Sales Cloud productivity, user adoption and revenue impact with an in-depth assessment and 90-day actionable roadmap.

Implementation

Maximize Sales Cloud’s many capabilities to ensure clean data, create better leads, and enable your Sales team to generate more revenue.

Lead Management Configuration

Upgrade existing processes and enable your tech to support stronger sales and marketing alignment.

LEAD MANAGEMENT REPORTING

Measure lead generation through to revenue contribution with reports that streamline your ability to see, learn, and act on existing data.

systems assessment

Improve Sales Cloud productivity, user adoption and revenue impact with an in-depth assessment and 90-day actionable roadmap.

Implementation

Maximize Sales Cloud’s many capabilities to ensure clean data, create better leads, and enable your Sales team to generate more revenue.

CRM TRAINING

Develop your team with on-demand, virtual, and customized training to enable them to get the most out of Sales Cloud and their resources.

Lead Management Configuration

Upgrade existing processes and enable your tech to support stronger sales and marketing alignment.

LEAD MANAGEMENT REPORTING

Measure lead generation through to revenue contribution with reports that streamline your ability to see, learn, and act on existing data.

Rely on a
trusted partner

Our intimate Salesforce knowledge stems from 12+ years of experience implementing, optimizing, migrating, and managing CRM systems.

When you work with TPG, you get proven best-practice strategies and execution that allow you to achieve the greatest revenue impact with your Sales Cloud!

The Pedowitz Group has a Salesforce-certified Einstein Analytics consultant ready to help you!
The Pedowitz Group has a Salesforce-certified Einstein Analytics consultant ready to help you!
optimize your instance

Sales Cloud assessment

How can you optimize your Sales Cloud to show greater revenue impact in 90-days?

We start with your Optimizer and/or Lightning Readiness Assessment, then our Sales Cloud consulting takes the initial diagnostic a step further. We assess how your organization uses and understands the tools and the alignment between Sales Cloud use and your organization’s key goals.

Our proven process includes:

✓ Review all the standard objects, general system configuration and administration, and reporting & dashboards
✓ Analyze current MAP and other integration setup and error logs

✓ Data-based scorecard compared to industry leaders for Revenue Marketing capabilities

✓ Actionable roadmap and timeline that align to your organization’s key goals
maximize your investment

Implement SALES Cloud

Are you transitioning from another instance? Migrating to the Lightning platform? Or, are you cleaning up an antiquated instance to fully optimize your processes and configuration?

We help our clients maximize Sales Cloud’s many capabilities to ensure clean data, create better leads, and build sales/marketing relationships.

Are you ready to find out what’s missing in your Sales Cloud instance so you can help your Sales team make it rain?

TPG’s Sales Cloud Implementation services include:

✓ Standard Configuration
Necessary Integrations
✓ Setup of Installed and Managed Packages from appexchange
✓ Custom solutions utilizing APEX, Lightning Components, Process Builder, Flows, and more
Lightning Migration

Align Sales / Marketing

Better Lead Management

What if you could build a process that better aligns sales and marketing AND have the planning and technical execution handled? Would you grab the opportunity?

TPG has been enabling sales and marketing teams within Salesforce Sales Cloud CRM for more than a decade. We can take your lead management design and translate it to a technical configuration that will allow both teams to identify, process and qualify leads as quickly and as easily as possible.

Our proven process includes:

 Creating and documenting net new fields on the contact, lead, account and opportunity objects needed for you for lead management design

 Creating and documenting the appropriate permissions, securities and page layouts ideal for your sales organization as it relates to lead management

 Reviewing and optimizing MAP to CRM integration to match lead management design

 Training sales and marketing on new CRM configuration for optimal adoption

TPG's Salesforce consulting enables Sales Cloud users to fully leverage reporting and dashboards for quick and easy data insights
Get Actionable Insights

Reports & Dashboards

Reports and dashboards can help you quickly understand what’s working with lead generation and management and what’s not. We can help you report on the metrics that matter and make data-driven decisions to achieve greater revenue impact.

We help with:

✓ Pipeline and revenue contribution
✓ Funnel conversion
✓ Campaign performance
✓ Channel measurement

GET ONGOING. EXPERT
MARKETING ASSISTANCE

Most of our clients consider TPG to be more than a business partner - we operate as an extension of their marketing team. Our team consists of certified experts in over 600 technologies.

So throw your biggest marketing challenges at us - we have an answer!

EXPERTS ON DEMAND

Your “First Aid” Team For MarTech Headaches

TPG is ready to help - one on one. Discover what you're missing in your current tech, solve burning issues quickly, or just have an expert on standby to help when you need it.

MANAGED SERVICES

The help you need to deliver roi

Leverage our pool of certified experts, fill team and system needs, and smash revenue goals while building credibility with superiors. We'll even help you build the business case.

Grow Sales Cloud’s Impact.

Schedule A 30-minute call with one of our marketing experts to learn how.