Lead Management – Enhance people process and technology on lead generation management and lead qualification.
Lead Conversion & Opportunity Management –Consolidate, streamline and automate lead conversion process and establish workflow for opportunity management.
Reporting and Dashboard Creation
Advisory Business Consulting Data Structure Improvements – Upgrade existing users to Salesforce Lightning and move them to common profile/role.
Evaluate& Improve Integrations and Associated Workflows – Explore integrations with Salesforce Maps, Marketo, Discovery Data, Phone Burner