West Coast Consulting Group enables customers to optimize their Salesforce by helping customers understand and gain insight into their Sales pipeline using industry best practices.

  • Implement Sales processes and identify gaps
  • Configure sales roles and hierarchy to allow for seamless territory management for reporting
  • Configure dashboards for sales executives allowing for forecasting and managing opportunities for faster closing
  • Help existing Salesforce customers jumpstart and align their sales processes as their teams grow, implement approval processes, and realign sales territories as they expand and their sales volume increase.
  • Enhance your Sales Insights using Tableau for dynamic dashboards/reporting
  • Enable Forecasting using best in class practices
  • Prepare your organization for an IPO using compliance procedures

In addition, we can help implement Partner and OEM Sales Channel management and connect the ordering to the back-end finance systems for seamless order management.

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