Sales Cloud

A telehealth technology provider had a complex quoting process, with no way to track products and their related pricing tiers within opportunities. The proposal process was too labor-intensive, and they also needed to better track recurring and non-recurring revenue. To optimize the quoting process, Fast...

The sales team of an industrial electrical contractor needed a new method for scoring their opportunities. Fast Slow Motion created a custom scorecard calculation object to more accurately score opportunities, simplified the process for updating scoring criteria, and used Mass Action Scheduler to ensure that...