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A rapidly growing SaaS platform company with 200+ employees struggled with disconnected sales and customer success processes. Lead data was fragmented across marketing automation, CRM, and support systems, creating visibility gaps and customer experience inconsistencies.
Reevo CRM implemented Sales Cloud and Service Cloud integration with advanced automation
We earn your confidence through proven Salesforce Summit Partner expertise, In return, we trust your commitment to collaborate.
We deliver timely implementations - quick-start packages and custom setups - without compromising quality.
From discovery to optimization, we maintain open, responsive dialogue through our Client Portal, where you access project updates, support tickets, and adoption resources like training videos and hands-on exercises.
A tool is only as powerful as its users. Beyond implementation, we guide your team with tailored adoption programs.
Consolidated lead and customer data into comprehensive account profiles with engagement history and product usage analytics.
Built intelligent lead scoring, automated opportunity progression, and sales forecasting with pipeline analytics
Deployed proactive retention workflows, health scoring, and automated renewal processes with usage-based triggers.
Analyzed sales processes, mapped customer journey, and identified automation opportunities.
Built lead management workflows, opportunity tracking, and forecasting capabilities.
Implemented customer success tools and automated retention processes.
Created performance dashboards and executed team training.
