03 May Project Story: Optimizing Opportunities for a Solar Company
Fast Slow Motion helped a solar company by optimizing opportunities for greater efficiency and accuracy in their sales process....
Sales Cloud
29 Apr Project Story: Creating a Cohesive Sales Process for an Industrial Manufacturer
FSM created a cohesive sales process for an industrial manufacturer using Sales Cloud Opportunities, Opportunity products, and more....
29 Apr Project Story: Connecting Sales and Service Processes for a Cloud Communications Provider
Fast Slow Motion helped a cloud communications provider gain better visibility by connecting sales and service processes....
29 Apr Project Story: Creating a Participant Management Solution for a Clinical Trial Recruitment Organization
Fast Slow Motion helped a clinical trial recruitment organization by creating a participant management solution for better data management, participant recruiting, marketing, and reporting....
21 Apr Project Story: Optimizing Dealer Relationships for a Consumer Goods Company
Fast Slow Motion helped a consumer goods company by optimizing dealer relationships through improved sales processes and reporting....
12 Mar Project Story: Better Quoting for a Telehealth Technology Company
Posted at 04:05h
in Health and Life Sciences, Proposify, Sales Cloud, Salesforce CPQ, Xero
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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...
07 Mar Project Story: Optimizing Reporting for a Tech Manufacturer
The CFO of a business technology manufacturer needed to improve reporting for opportunities and orders. Fast Slow Motion created custom objects and used Process Builder, Declarative Lookup Rollup Summary (DLRS), and Lookup Helper to capture comprehensive data for orders and opportunities and ensure that data...
25 Feb Project Story: Improving Opportunity Scoring for an Industrial Electrical Contractor
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...