Assured Consultancy Services
Streamlining a growing business
Industry
Business Services
Salesforce Products
Sales Cloud
Project Turnaround
1 Week
The Challenge
Assured Consultancy is a fast-growing data privacy consultancy. The missing link?
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A structured CRM to hold their data and effectively support sales activities.
The Solution
Start small, grow fast
After hours of brainstorming, mapping processes and demonstrating solutions, we decided to start simple, small and grow over time (like many small businesses). We implemented Sales Cloud to store all customer/lead data, track tasks and ensure they effectively follow up all opportunities. Looking ahead though, there's so much more opportunity and so we created a roadmap...
Looking Ahead
Project management is a key part of any professional/business services comopany. We have included a slick, simple project management build to allow the team to track timecards, project and task progress all from a simple dashboard.
