+1 816-203-2010
Fractional Salesforce CRM Design & Maintenance Experts for Telecom/Broadband, Data Centers & SaaS Sales Organizations
Get Fractional Sales Operations & Sales Enablement professionals for designing and implementing modifications of your Salesforce CRM.
We help our clients sell more by providing ...
Sales Process Mapping
We map your sales processes using proven methodologies so that we can quickly create a blueprint to make changes to your CRM
Lead Routing & Management
We create lead management systems to allow sales managers to create, assign and schedule leads programmatically and efficiently
Forecast & Quota Attainment
We implement forecast system to allow you to track & monitor the progress of your teams quota attainment
Pricing Approval Processes
We implement forecast system to allow you to track & monitor the progress of your teams quota attainment
Sales Agreement / Proposal Versioning
We create dynamic documents that pull information from your CRM into proposals, service agreements and price sheets.
Order Entry Automation
We design and implement processes to validate and automate information from the sales rep to your order entry team
Reporting & Analytics
We can build reports and dashboards inside your CRM or external tools like PowerBi
Commission & Compensation
We customize or develop processes to keep track of your commissions
I wish I had an on-demand Salesforce Tech Team who really understood Sales Operations and Sales Enablement
As a sales leader you have plans, goals, quotas and are always looking for ways to make your sales and sales support team more efficient. At times, it seems hard to find a person that understands Sales Ops instead of just IT tools.
At Workestrate, our clients hire us because we work as a bridge between Sales and their IT and can clearly articulate Sales needs and translate them into business processes and tools for your sales and sales support teams.
Why hire technical help when what you really need is experts who know the business side of your sales & sales ops and are fluent in Salesforce?
If you are a Sales or Operations leader in the Telco, Broadband, Wireless or Data Center industry, call us.
We can save you a lot of trial and errors trying to figure out best practices or hiring and keeping a Salesforce support team.
Why use Sales Ops as a Service
1. Save Money
Hire a team of experts for the price of a junior staff
2. Get a Skilled Team
It takes a Team to Design & Maintain your Salesforce CRM
3. Eliminate Admin Turnover
Salesforce Admins are in high demand, hard to hire & keeo
4. Single Point-of-Contact
Stop paying for meetings full of junior consultants. Get an expert to blueprint your use case quickly.
5. Reduce Overall CRM Costs
Stop paying for AppExchange apps per user/month. Create your solutions in house and save some license cost.
6. Reduce Hiring Costs
Hiring Salesforce staff requires a lot of time and money.
What our customers say
"What you guys have delivered in 3 months is amazing. We would still be planning and allocating resources if we had to do it internally."
Brad Cheedle, SVP Sales
“We were using using Salesforce out-of-the box until we started work with Workestrate and they helped us take our processes and automation to a whole different level.”
Brett Ritter, VP of Sales
“Workestrate has been instrumental in helping our company not just navigate these times but excel in them. Thanks Marco”
Mike O'Toole, CEO
Our Technical CRM Services
PLANNING & DESIGN
We help you articulate and clearly define and document your business requirements and configure Salesforce or Dynamics to deliver what your teams need.
CUSTOMIZATION
We customize and configure your Salesforce or Dynamics CRM to fit the requirements of your blueprint. If needed, we can expand functionality with custom code or other workflow automation tools.
INTEGRATION
We integrate Salesforce or Dynamics CRM with other solutions like CPQ, accounting and marketing tools. We develop custom integration modules and connect to other APIs.
SUPPORT
We deliver or augment your admin support helping you resolve common change requests for reporting, security, user profile and other day-to-day requests.
SALESFORCE
SALESCLOUD & ADMIN CERTFIED CONSULTANT
MICROSOFT DYNAMICS
MICROSOFT SMB SILVER PARTNER
3 Easy Steps to a better Sales Ops infrastructure
STEP 1
DISCOVER
Call or Schedule a call so we can go over how your Sales Ops design and changes are being done today and get a recommendation for your situation
STEP 2
START
If we are a fit, we will then look at your most immediate needs and get started blueprinting and prioritizing what needs to be done.
STEP 3
OPTIMIZE
Use your allocated block of hours in any quantity and period that you desire and get your changes made to enable your team to spend more time selling
3 Easy Steps to a better Sales Ops infrastructure
STEP 1
DISCOVER
Call or Schedule a call so we can go over how your Sales Ops design and changes are being done today and get a recommendation for your situation
STEP 2
START
If we are a fit, we will then look at your most immediate needs and get started blueprinting and prioritizing what needs to be done.
STEP 3
OPTIMIZE
Use your allocated block of hours in any quantity and period that you desire and get your changes made to enable your team to spend more time selling
Contact us to explore how we can work together to make your Sales Operations run predictably and efficiently.
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Contact us to explore how we can work together to make your Salesforce CRM run predictably and efficiently.
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