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Upgrade Your Lead Management

Accurate data and pipeline + real-time forecasting capabilities.

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Less mistakes that derail pipeline and slow down your teams. All through an optimal Sales Cloud setup with DoubleTrack.

You're Ready To:

Strengthen Pipeline

What you gain:

  • Accurate pipeline forecasting built on trustworthy data

  • Greater value via more out-of-the-box functionality that many companies miss

  • Agentforce-enabled insights that leverage AI for more efficient teams

Drive More Value

What you gain:

  • More automation of labor-intensive works that frees teams to focus on higher-value activities

  • Reporting that drives actionable insights and ties to business objectives

  • Stronger foundation that feeds into all other Salesforce-related investments

“[DoubleTrack] is a pleasure to work with, they communicate clearly and are very knowledgeable in Salesforce and best practices. Highly recommend!"

Verified review on
Salesforce AppExchange

“Phenomenal subject matter expertise and a pleasure to partner with.”

Verified review on
Salesforce AppExchange

How We Help

Here's some of the areas of improvement you get with us:

Pipeline Automation

Lead Routing and Scoring

Mobile App Customizations

Sales Activity Management

Email Integrations

Task Automation

An excerpt from co-founder Pete Yurchision's article:

When I said Salesforce has excellent out-of-the-box (OOTB) functionality, I meant it! Take this real-life example I’ve encountered:

 

Opportunity Management
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A Sales-led implementation of Salesforce went smoothly, and the team was excited to leverage Leads vs. Contacts and Opportunities.

 

However, the company didn’t edit the Opportunity stages to match their current pipeline stages. They also failed to route notifications to the appropriate leader when a deal was close to the finish line, resulting in additional back-and-forth between reps and managers to figure out what was needed around executing close plans.

 

In short, the team got a good start, but missed becoming even more effective at selling.

Let’s build Sales Cloud together

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Customers like you are on the right track

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Learn How NISC Reduced Quote Time by 70%

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Flexi-Van Saved $1 Million Annually in SG&A

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