serve the customer and leveraging your crm to better ... · proprietary and confidential to...
TRANSCRIPT
Leveraging Your CRM to Better Serve the Customer and Create ROI
Salesforce.com solutions by Coastal Cloud
Erik DunniganManaging DirectorCoastal [email protected]
Customer Satisfaction
9.9/10 in Salesforce Project Customer SatisfactionG2Crowd.com Salesforce Consulting Industry Leader
Salesforce Platinum Consulting Partner Salesforce.org Nonprofit Premium Partner
500+ Clients; 1,700+ Completed Projects
500+ Salesforce Certifications
Exceptional communication & management skills. Transparent approach.
“clients for life” 70% of new work is with existing clients
The Coastal Cloud Difference
Proprietary and Confidential to Coastal Cloud
Our People
Solution Center
Team Members
ExperiencedBig firm discipline in a nimble package
Industry DepthIndustry-specific skills and experience
Committed & ReliableBest Place to Work: < 5% team attrition
FunFun and easy to work with “Live at the Beach. Work in the Cloud.”
ScaleOver 170 certified consultants and growing
NimbleDelivery focused, responsive, and 100% on-shore
Proprietary and Confidential to Coastal Cloud
Attract, Retain & Promote Business & Job Growth
Our quick-start, preconfigured platform is designed to help economic development and workforce professionals better manage their portfolio and pipeline of projects.
Benefits:
● One platform to manage your process
● Easy-to-read dashboards providing real-time data
● Access data on the go with mobile, tablet and laptop
● Short implementation − ready to use in under 45 days!
Proprietary and Confidential to Coastal Cloud
Attract, Retain & Promote Business & Job GrowthHolistic View of:
● Project Information
● Financial Incentives
● Detailed Facility Information
● Company Engagement
● Contact Management
● Job Seekers
● Employment Opportunities
● And More!
Proprietary and Confidential to Coastal Cloud
Attract, Retain & Promote Business & Job Growth
Customizable dashboards to track:
● Project Pipeline
● Site Visits
● Closed Deals
● Incentive Status
● Training Programs
● Workforce Demographics
● And More!
Proprietary and Confidential to Coastal Cloud
Economic & Workforce DevelopmentThe Coastal Cloud Solution
Powered by
InstallInstall a baseline configuration of Salesforce.com based on an Accelerator template. (Est. 80% of functionality needed).
Implement design changes(Point and Click Configuration Changes)
CustomizeCreate a set of reports and dashboards to track projects, lead generation, economic impact, staff activity, and board required metrics.
TrainConduct training classes for all users
SupportProvide Follow-up Support post training
Thank youwww.coastalcloud.us