Sales Cloud - LOBAbx

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Sales Cloud

What makes us different?

LOBA is the ideal partner to implement Sales Cloud

We are specialists in integrating solutions and tools into daily business routines so that each customer is, at all times, “perfectly known” to all the teams.

Increase productivity, achieve more sales in less time. Give power and automatisms to your team to work collaboratively, make the most of new opportunities and accomplish your business vision.

Lead Management
Management of Accounts and Contacts
Opportunities
Work Flow and Approval
Integration of E-mails
Control of Goals and Kpi
Sales Forecasting

Lead Management

Follow your leads from the first click to the closing of the business deal

Follow your leads from the first click to the closing of the business deal and, at the same time, continuously optimise your campaigns in all channels. Forward and allocate leads to the right people through automatic targeting.

Management of Accounts and Contacts

Have a comprehensive vision of the entire customer flow, including historical records of activities, important contacts, customer communications and in-house discussions related to the account.

Opportunities

Obtain all the details of your team’s negotiations by phase, products, competitors, market prices and much more.

Stay connected to the necessary people and information to close all the sales.

Work Flow and Approval

Use Visual Workflow to quickly create and automate any business process with a simple drag-and-drop.

Promote success with flexible approval processes for discounts, expenses and other information on negotiations. Automate commercial processes easily and faster.

Integration of E-mails

Use the e-mail tools that you already know, like Gmail or Outlook.

Synchronise everything, contacts, events, tasks and much more with Salesforce. Like this, everyone can be productive and increase agility by working directly in their e-mail box.

Control of Goals and Kpi

Salesforce enables controlling and measuring all your goals by salesperson, market area or even by customer.

The panels and reports offer all the metrics in a dynamic and simple manner, which can be produced with the desired regularity.

Sales Forecasting

Based on the entire historical record of opportunities, see the team’s forecasts quickly and ensure that you are always up-to-date on your business dealings and forecast achievement of goals.

Initial diagnosis

A MAP FOR THE PATH

We draw up a detailed map of the processes and tools that you use in your business. A GPS for us to use together, that will take us to our defined goals. This appraisal enables us to share a vision and strategy to help your business to grow with digital innovation.

Configuration and personalisation

TAILORED TO ALL POSSIBILITIES

The platform’s configuration is designed to optimise processes, scale results, integrate tasks and surpass specific needs of your business. This is a collaborative process of digital transition and innovation of the different levels of the business.

Technical support & Assistance in change management

ENSURING THAT ALL THE TEAMS TAKE OFF

LOBA is the right partner to be at your side in the transition of your business.
Our specialists in consulting and support are always present to assure the most innovative and efficient solutions.
We identify possible reasons of resistance to use by users and adjust the platform to ensure the integration of all the teams. We adjust, scale and personalise on a made to measure basis.

Integrations

THE PLATFORM WITH ALL THE SOLUTIONS

We integrate the Salesforce platform with the main ERPs and invoicing systems, such as Primavera, PHC, SAGE, TocOnline and Moloni, as well as payment systems such as Easypay, SIBS, Redunicre and Paypal, among others.
We simplify and automate data sharing.