Rivot Digital - Salesforce Operations Consulting

📌 Lead-to-Cash Optimization 📌 From initial lead generation to final payment, identify bottlenecks and inefficiencies in the process and implement solutions to improve the speed and efficiency of converting leads into revenue.

📌 Process Automation 📌 Eliminate repetitive or time-consuming tasks, such as sending emails or updating records. Automated processes can help save time, improve accuracy, and free up resources for more strategic tasks.

📌 Acquisitions & Data Migrations 📌 Make Salesforce a competitive advantage for your acquisition strategy. Quickly and accurately migrate data and users from your acquisitions.

📌 System Integrations 📌 Map your integration requirements and goal, assess the available integration options then implement.

📌 Marketing Attribution Models 📌 Manage marketing funnel data on customer interactions and conversions to determine which marketing efforts are most effective in driving sales and allocate resources accordingly.

📌 KPI Tracking 📌 Tracking KPIs in Salesforce can help you stay on top of important trends and patterns in your data, allowing you to make data-driven decisions and stay competitive in your industry.

🔎 FOCUS: High Tech 🔍 Fast-paced, exponential growth subscription & services-based technology companies including SaaS.

🔎 FOCUS: Business-to-Business (B2B) 🔍 Target market identification, account-based marketing, proposal management, and other B2B strategies.

🔎 FOCUS: Private-Equity Backed 🔍 Board reporting packs, acquisition integration, and positioning for exit opportunities.