A self-service platform to allow buyers and suppliers a way to relay critical information about purchase orders and fulfillment.
Our Support Team helps create processes, customizations, and unique solutions that generate revenue faster and smarter. Sales Cloud Consulting and SMBHD Support can help your team streamline sales and customer support seamlessly, while scaling with your business.
From prospecting all the way through to quotes and contracts, our Sales Cloud Consulting team can help your business customize and enhance processes from many different angles, resulting in a better pipeline.
Gain real-time visibility into your pipeline with advanced forecasting and analytics. Empower leadership with accurate insights to make informed decisions and drive predictable revenue growth.
Optimize territory planning and field sales execution with location-based insights, route optimization, and visual mapping tools that improve coverage and efficiency.
Increase seller productivity with guided workflows, automated outreach, and integrated communication tools that help your team connect with prospects more effectively and close deals faster.
Leverage AI-driven insights to analyze pipeline health, identify risks, and uncover opportunities. Enable your team to make smarter, data-driven decisions throughout the sales cycle.
Streamline the entire revenue process—from quoting and pricing to contracting and billing—by aligning your systems and processes to accelerate deal cycles and improve accuracy.
Connect Salesforce with your existing systems to create a unified view of your data. Automate processes, improve data accuracy, and enable seamless workflows across your technology stack.
Let’s be real. The sales process is never as simple as those tidy customer journey charts we’ve all seen. And a tool is only as good as the people using it. A trained consultant is crucial to the process of adopting Salesforce successfully. The SMBHD certified team can help define the proper processes from the early stages of prospecting, all the way through to quotes and contracts, with customizations tailored to your unique sales playbook.
We start by understanding your sales process end-to-end—from lead management and pipeline stages to forecasting, quoting, and reporting. We work with your stakeholders to define requirements and design a scalable Sales Cloud solution that aligns with your revenue goals and sales strategy.
We configure Sales Cloud to support your process, including pipeline stages, opportunity management, forecasting, automation, and reporting. Where needed, we develop custom functionality and tailor the platform to match your unique sales workflows and business requirements.
We validate system functionality through comprehensive testing of workflows, automations, and integrations with your existing tools. This ensures accurate data flow, system reliability, and a seamless experience for your sales team.
We deploy your solution into production, migrate your data, and provide hands-on training to ensure adoption across your team. Our goal is to equip your users with the tools and knowledge needed to effectively manage pipeline, close deals, and drive revenue in Salesforce.
Develop and maintain better client relationships, including Salesforce Support across multiple channels, on any device.
Develop custom solutions with the functions of Salesforce to expand upon Salesforce’s ability to resolve business challenges.
Ensure your technology is aligned with your sales and marketing processes for more effective lead generation and stronger pipelines.
Salesforce evolves and updates, and the key to success is customizing and enhancing your experience as your business scales.
Swipe
A self-service platform to allow buyers and suppliers a way to relay critical information about purchase orders and fulfillment.
Iowa Interstate Railroad Case Study Implementing the Salesforce Sales Cloud platform has created a spike in Sales Operations productivity, allowing for decreased
The ability to provide both self-service and white glove service for their wide range of client needs. Salesforce provided a single platform
About Food Beverage Dispensers Food Beverage Dispensers is the manufacturer of the industry’s most profitable frozen beverage dispensers. Their clients include Taco
The ability to optimize Hannover Fairs USA’s core sales operation tasks created significant productivity and quality gains. Salesforce provided a single platform
A single system to manage all data and reporting.
Mentice needed the ability to provide self-service and stellar service for its wide range of client needs. Salesforce provided a single platform
Implementing both the Salesforce Sales and Service Clouds has significantly impacted DSI’s business performance. Sales Operations productivity has improved allowing DSI’s sales
SMBHD was a game changer. They gave us the ability to have everything technology related in one place and it has allowed us to grow.
About RoadSafe Traffic Systems, Inc. RoadSafe Traffic Systems, Inc. is the nation’s largest provider of traffic control and pavement marking services. They
A single system to manage all interactions between humans, animals, and the humane society – a single system for a true 360-degree
A single source of truth to manage day-to-day activities for their customers and consumers.
A single system to manage all Future Projects internally without reliance on multiple spreadsheets throughout the organization.
Salesforce helped PeerPoint create a 360° understanding of their business performance, specifically in the areas of business process improvement, community management, and
Shull Media Partners leveraged multiple legacy systems and manual processes that resulted in numerous challenges for the company. Further, as the organization
System Support & Integration (SSI) needed a more robust Field Service solution to address shortcomings with their existing system, and improve the
Viracon needed to improve sales productivity and internal transparency on process & individual performance, while securing their data from competitors within a
The ability to move ITA out of spreadsheets and provide real-time mobile accessibility has been a huge benefit to ITA. Specifically, in
About Graymont Medical Prescription Management Graymont Medical is a Joint Commission-accredited healthcare and durable medical equipment provider with a patient-first mindset. Working
Our customer service and sales team are now aligned on a single system. With SMBHD we have greater insight into our organization and we are able to provide better customer service than we were able to in the past.
A one-stop shop to have a 360-degree understanding of their business performance, specifically in the areas of business process and campaign performance.
A customizable solution to allow tracking of projects, contract creation, and signature, in one platform.
With SMBHD and Salesforce we have built a central system that allows our organization to better support our members and franchise owners. We now have better insight and visibility into almost every aspect of our business that we never had before.
