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ConciergeIT Team
ConciergeIT: Fractional On-Demand Resources
If you have too many technology projects and not enough resources to get it all done, our approach to staff augmentation is what you're looking for.
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Strategic Advisory
Get fractional CTO/CIO, guidance to navigate a new domain, someone to help assess your current ecosystem, and more.
SUCCESS STORIES
Hospital Chain
Migrating Hospitals and Clinics into Centralized Workforce Management System Saves $3.5 Million.
Virtual CIO Helps Grow and Scale New Healthcare Enterprise
LATEST ARTICLES
AI Healthcare
AI in Healthcare: Opportunities, Benefits, & More
Using Salesforce for Healthcare Data Security and Compliance
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Why the Wheat?
Find out the story behind our iconic wheat logo. (Hint: it doesn’t have anything to do with bread.)
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Nashville Business Journal Management Consulting Award
Nashville Business Journal Awards
Nashville Business Journal Awards Recruiting
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SALESFORCE SALES CLOUD SOLUTIONS

Gain visibility across your organization, improve lead and sales operations management, make data-driven decisions, automate processes, and more.

With more than 100 Salesforce certifications, our experts give better insights into sales performance, from campaign tracking to territory planning. We’ll use Salesforce Sales Cloud to improve consistency in your processes and increase sales and revenue.

Sales Goals

Common obstacles we can overcome with Salesforce Sales Cloud

Tracking

Trouble tracking sales leads and opportunities to drive growth

 
Future Insights Hard to make accurate predictions for the sales pipeline  
Overall Health

Misunderstanding the overall health of your sales pipeline

 
Time Spent

Daily tasks take away time from sales productivity and revenue 

 
Nurture Relationships

Losing deals through lack of follow-up and no automation

 
Collaboration Processes

Struggling to collaborate on deals or have consistent deal cycles and pricing approvals

 

We simplify your processes so your team can focus on what matters most... closing the deal.

  • Simplify page layouts and customize fields to fit your process
  • Match deal cycle to your stages
  • Create automations to reduce manual entry
  • Leverage approval workflows to track variances
  • Build reports and a dashboard to track key performance metrics
  • Customize training to increase adoption
  • Migrate data from legacy systems
  • Connect external applications to reduce system switching, and more!  
Sales Territory