We will review the project's scope and request access to your Salesforce organization to start configurations.
Account customization
We will structure your account information to allow you to document critical data about individuals, households, or business entities involved in your customer support processes.
Service Cloud console set up
We will customize your Service Cloud Console including all components, lists, buttons or quick action links as necessary.
Case set up
We’ll customize Cases, including list views, queues, custom fields, basic case routing and page layouts for your customer support teams to manage inbound tickets.
Salesforce Training
We’ll perform a one-hour training on how to use Service Cloud and how to navigate your Salesforce instance.
Eric is that rare collaborator who excels at both strategy and execution. He helped us adapt our sales plan in response to changing customer profiles, and then took the lead on the nuts and bolts of crafting deliverables and reporting. His work and work ethic are exceptional in every way, and have had a markedly positive impact on our business.
Dave Lowensohn
COO & Co-Founder at Candid
Eric’s expertise in revenue operations, Salesforce and web3 make him a unique asset. He’s been instrumental in helping us refine and operationalize our Sales processes as we aim to boost our team and revenue growth. If you need help optimizing your operations during rapid expansion, Eric is the expert you'll want by your side!
Sajjad Rehman
VP of Revenue at Immunefi
I’ve had the pleasure of working with Eric on multiple occasions and he’s been a true difference maker. If you want to identify and implement cost-saving efficiencies to your ops org or an expert to help with your Salesforce implementation, look no further than Eric.
Jeremy Avin
CMO at Truehold
Eric has been a trusted partner of mine for years when it comes to scaling organizations. His hands-on experience leading startups makes him a great partner for technology implementations, coaching sales and operations leaders, and crafting growth strategies
Zubin Canteenwalla
COO at Saltbox, Inc.
Eric's super power is his ability to help you leverage Salesforce for your team's productivity and effectiveness. He is super easy to work with and "gets it" not as a process person but as a true business partner. If you need Salesforce help, there's no one better.
Sandy Carter
COO at Unstoppable Domains, Inc.
Eric not only provided valuable insights for our sales strategy, but also helped us turn those insights into action and provided great leverage for our start up!"
