Clients – If accurate information about your clients is important to you, let Salesvue help your teams manage it accurately and efficiently. Because editing data in Salesforce is a manual process, Salesvue can be configured to make sure all fields are consistently maintained and that all the right processes are followed.
Revenue – Salesvue can automatically kick off your critical turn up processes to make sure that once a deal is signed, the appropriate approvals and processes are automatically followed to allow revenue to be on boarded as quickly as possible. We create standardized processes to bridge the sales and delivery hand off.
Employees – What HR department hasn’t struggled with effectively delivering an accurate, timely on boarding experience for all new hires. Salesvue can ensure all data forms are captured and all checklists are completed for every new hire as well as providing effective change management routines.
Agents – Many of our clients utilize 3rd party business arrangements to conduct their business. Salesvue automation can be established and deployed to quickly, accurately and efficiently on board agents to your business processes.