Sales cloud multi object view application developed for a business consulting company to manage there sales operations in a compatible view. Application features the multi object view interface. Sales agent need not to shuffle between pages to switch from accounts to opportunities all the related information is displayed and accessible on same page this saves the time of sales executives while managing the data on the system.

    • Configuring standard sales application to capture relevant data.
    • Automating the complete sales process, leads management, accounts management and opportunity management.
    • Configuring system automations and business process, leads/accounts assignment rules
    • Configuring rules for automatic email replies, email notification and field updates.
    • Setting up reports and dashboards for senior management, sales reports.
    • Configuring the application to use on mobile devices iOS and android.
    • Configuring partner portal licenses to provide access to manage accounts on salesforce.
    • Creating client management application to provide centralized system to manage clients details and project reports.
    • Email integration using outlook and custom app.
    • Ms Excel integration for easy database management update or transfer of records using Ms Excel.
    • Sales agent console development