WEBINAR: Transitioning from CMO to CRO: Insights from the Front Lines.
Optimize the customer journey and accelerate your sales funnel.
Centralize customer data, foster sales and marketing collaboration, automate workflows, and support account, lead, and opportunity management.
Here are some of the ways Iron Horse consultants can help you leverage Salesforce to make data driven decisions and drive sustainable growth.
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ENHANCE WORKFLOW AUTOMATION
We’ll help you identify use cases, integrations, and best practices to automate tedious, manual tasks and drive sales and marketing efficiency, without sacrificing effectiveness.
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GET MARKETING AND SALES ON THE SAME PAGE
Unite your sales and marketing teams around a unified view of company performance, and improve lead management and handoff strategies.
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OPTIMIZE ORGANIZATIONAL PERFORMANCE
Ensure seamless data flow, automated processes, and maximized operational effectiveness between Salesforce and your other investments in marketing and sales technology.
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LEVERAGE ANALYTICS AND REPORTING
Set up customized dashboards and reports within Salesforce to track key performance indicators (KPIs) and measure overall performance, so you can make informed decisions and continuously optimize.
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ADVANCE YOUR CRM MATURITY
Our experts will help you develop a strategic roadmap to advance to a more proficient CRM maturity stage, and implement the roadmap effectively.
Our Salesforce services include:
- CURRENT STATE ASSESSMENT
- INTEGRATION & OPTIMIZATION
- LEAD MANAGEMENT
- DATA MANAGEMENT & INTEGRATION
- TRAINING & ENABLEMENT
- MEASUREMENT AND REPORTING
Ready to convert your Salesforce investment into sustained and scalable growth?
Talk to our expertsResources.
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Don’t Use Leads (Only Use Contacts) in Your CRM.
Learn why using leads in your CRM is like having a disorganized "junk drawer,” and why transitioning to a contacts-focused approach makes for a more effective and streamlined CRM strategy.
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How to Take a Contacts-Only Approach to CRM.
Discover how to transition to a contacts-only approach in CRM, why you should, and what challenges may arise in mechanizing this shift.
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Challenges in Not Using Leads in Your CRM.
Get key insights into the nuances and considerations associated with transitioning to a contacts and accounts approach in CRM, specifically when it comes to data and process challenges.