Salesforce Sales Cloud Consulting & Implementation
Make your Salesforce Sales Cloud instance a fully-functioning revenue enabler that helps teams achieve maximum impact.
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.
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!
I believe TPG knows more about marketing automation, content, marketing, demand generation, lead flow, sales follow-up, Salesforce reporting than any single company I’ve worked with.
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:
✓ Analyze current MAP and other integration setup and error logs
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?
✓ 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
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
Whether it is a CRM, CMS, Marketing Automation Platform or a full eco-system – they have specific expertise to connect and enable these platforms.
