SAAS CONSULTING GROUP
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Managing your sales pipeline with salesforce

7/25/2017

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Does your business need help keeping track and managing your sales pipeline? SAASCG helps our Salesforce customers to manage their sales process from beginning to end. Track the entire process from leads to closing a deal by updating deal information real-time. This ranges from tracking opportunity milestones to recording all opportunity-related interactions. The functionality of Salesforce is entirely configurable per your needs and SAASCG can help you get there. ​
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Approval process in salesforce

7/19/2017

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Do you need a way to track and organize approval requests in your company? With Salesforce, the process couldn’t be simpler. Let’s say an employee submits an expense report that needs approval. Salesforce can look at the amount specified and determine who to forward the approval to. If the bill is low, it could be to the manager; if it’s high, it can also be forwarded to the vice president. If the expense is approved by both authorities, the report is labeled “Approved” and the next part of the workflow starts (such as reimbursing the employee and recording the expense on the financial statements).
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Revenue Recognition with netsuite

7/11/2017

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Are you worried about recognizing revenue properly? Netsuite’s Revenue Recognition software can handle that for you. Not only is this solution compliant with all major accounting standards, but it also updates the financial statements the moment the revenues are recognized. Never again will you have to worry about incorrectly recognizing revenues!
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Integrate Email and CRM with Salesforce Inbox

7/7/2017

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Spending lots of time transferring data from your email to your Salesforce Organization? Maximize your efficiency by utilizing Salesforce Inbox. Salesforce Inbox intelligently and efficiently updates your CRM using relevant data from your inbox. Salesforce Inbox also logs customer communications automatically. Use personalized email templates to reach out to several leads quickly and easily. Make scheduling meetings easier by sharing your calendar with your customers. All of this and more can be accomplished through Salesforce Inbox.
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  • Firm Overview
    • What We Know
    • What We Deliver
    • What Our Customers Say
    • Leadership Team
  • Practice Areas
    • Advisory Consulting
    • Salesforce Consulting
    • NetSuite Consulting
    • Salesforce and NetSuite Integration
    • Managed Services
    • Private Equity Relationships
  • Customers
  • CX App
    • Installation Guide
  • Careers
  • Resources
    • NetSuite Video Demonstrations
    • Policies & Agreements
  • Contact Us