Hannover Fairs USA needed a better way to manage booth and sponsorship inventory across events while ensuring accurate billing.
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.
Need a way to support your customers post sale? SMBHD can design solutions for customer service teams with Salesforce Service Cloud. From Case management, Field Service delivery and invoicing SMBHD has the solutions and experience to support your needs.
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
Hannover Fairs USA needed a better way to manage booth and sponsorship inventory across events while ensuring accurate billing.
Viracon needed a scalable CRM to modernize sales operations and align with broader enterprise strategy.
Chomps had Salesforce in place but lacked adoption and visibility, limiting ROI and process transparency.
DSI’s rapid growth outpaced their legacy CRM, limiting visibility into sales performance and customer support operations.
P31 Fitness struggled to produce real-time metrics on membership, participation, and franchise performance.
Food Beverage Dispensers lacked structured opportunity management, making it difficult to track deals, influencers, and sales performance.
CapStone’s existing system could not support their solar, generator, and roofing divisions, limiting flexibility as the business expanded.
NDSC struggled to scale customer support as they relied on email to manage growing volumes of support requests.
Empire Today needed a better way for commercial customers to place orders and access account data through a seamless, user-friendly experience.
System Support & Integration (SSI) relied on manual processes and a limited field service system, creating inefficiencies. As they grew, they sought a more robust, unified solution.
ITA struggled to manage sales operations across a distributed team using spreadsheets and disconnected Google tools.
RoadSafe lacked a consistent way to track future projects, limiting visibility into potential revenue before opportunities were created.
Chicago Helicopter Experience set out to create a seamless, airline-like booking experience with no back-and-forth or uncertainty.
SK Professional Tools struggled with messy data and a complex system, making it difficult for users to manage daily sales activities.
Emerald Transformer lacked the reporting and data visibility needed to effectively track leads, opportunities, and revenue.
InterConnect Wiring relied on email to manage purchase orders, making it difficult to track fulfillment and communicate with suppliers.
PeerPoint needed a better way to manage CME accreditation, automate data collection, and connect their Backoffice system with Salesforce.
Iowa Interstate Railroad relied on spreadsheets and manual processes that lacked transparency and couldn’t scale with their sales operations.
Infinite Pool Finishes relied on disconnected systems for sales, scheduling, and field operations, limiting visibility and coordination across their business.
Hinsdale Humane Society sought to better engage adopters and donors while improving visibility into animal care and placement.
Crane USA needed a unified system to support both B2B sales and B2C customer service in a single platform.
Graymont Medical struggled with inefficient inventory search, making it difficult for care coordinators to quickly find and add items to prescriptions.
Shull Media Partners relied on legacy systems and manual processes that created inefficiencies. As the company grew, they sought to consolidate their tech stack into a single, scalable platform.
Mentice struggled to manage global support across Salesforce and Zendesk, limiting scalability and visibility.