After years of using the same dated customer relationship management (CRM) software, Ascend was ready to make a change. Yet a wholesale migration to Salesforce presented a significant challenge. At the time, all internal sales efforts were being managed in the previous CRM. This included lead scoring and assignment to the sales team, as well as deals submitted by the company’s valued partners. It would be a hands-on project requiring an attentive and highly skilled team
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Before engaging Cloudsquare, the sales manager for California Energy Contractors spent a lot of time scheduling and confirming appointments. Without sophisticated reporting, the company was missing out on important customer insights. See how Cloudsquare Salesforce consulting helped relieve the bottleneck and boost leads.
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In many ways, the success of an alternative business lender depends on the strength of its partner relationships. In an effort to better track submissions from partners and make sales pipeline tracking more efficient overall, Fund-Amental Capital knew it had to migrate disparate and dated tracking methods into a streamlined solution for better tracking and management.
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“CloudSquare has continued to impress with their superior work. They have become a truly reliable partner for our SFDC needs. Very responsive, highly recommended.”
