Solutions

Transformative sales solutions

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Partner with us to amplify your sales.

Sales is the driving force behind your business’ growth, and it begins with cultivating relationships with your customers. The right solutions will help you prioritize leads to boost conversions and generate accurate and adaptable quotes your customers can trust.

Whether you need a quick start or a highly customized solution, Growth Heroes can help. 

Upgrade your processes, systems, & metrics.

Every business combines a unique collection of processes, systems, and metrics to measure success. When these elements are aligned and optimized, your business will leap forward.

Sales means more than just revenue. It entails your customer relationships, market impact and long-term sustainability. Our team of experts can recommend, configure, and optimize the right systems and processes to help you achieve excellent service. We’ll help you measure that success with smart KPIs and reporting, too.

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Sales Processes

Things we can help you do better
using digital transformation

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Sales Systems

Tools and workflows we’ll help you set up, 
customize, and implement

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Sales Metrics

What we can help you track & 
improve with reliable, real-time data

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Sales Processes

Using the right tools for your business, our Salesforce-certified team members can 
set up and optimize the following processes to uplevel your sales: 

Marketing & Brand Awareness

Lead Generation

Opportunity & Pipeline Management

Configure, Price, Quote (CPQ)

Reporting & Forecasting

Purchase History

eSignature Documentation

Sales Automation

Sales Systems

To streamline the customer journey from lead generation to closed transaction, you need the right tools. Using Salesforce and additional integrations, we can help you optimize your systems in one organized, intelligent platform. We’re experts in configuring the following systems:

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Salesforce Sales Cloud

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Salesforce Revenue Cloud

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Salesforce Experience Cloud

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Sales2Cash

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Additional Sales Systems

DocGen & E-sign tools

Automate and customize your business documents at every stage using tools such as DocuSign, Conga, PandaDocs, Formstack, Nintex, and more. Send quotes, service orders, and invoices with just one click. Capture electronic signatures safely and securely and store them all in one place.

Salesforce Sales Engagement

Automate your sales reps’ customer communication into intuitive CRM cadences without sacrificing personal touch. Use AI insights to anticipate clients’ needs.

Salesforce Einstein Generative AI

Automatically generate relevant content across interactions – from sales and marketing to IT. With AI directly built into your CRM, you can maximize productivity across all departments of your business.

Salesforce Sales Planning, Programs & Collaboration

Design, build, and implement customized sales plans aligned with your projected revenue results and business objectives.

Salesforce Einstein Relationship Insights

Build your business network and target markets and perform critical analysis without having to do hours of research. Test test typing more to see if the icon resizes itself accordingly and yes it’s getting bigger

Salesforce Einstein Forecasting

Boost the accuracy and visibility of your sales forecasts using AI technology.

Salesforce Einstein Copilot

Optimize seller efficiency with copilot responses to specific tasks across the customer journey.

Salesforce Einstein Activity Capture

Keep automatically generated and organized records of your activities, from emails and meetings to their relevant documents. Optimize each interaction with clients via thorough and intuitive record-keeping.

Sales Metrics

To strategically grow your sales, you need to be able to accurately measure and track your KPIs. We’ll help you set SMART goals, track improvements over time, and identify any problems you need to solve using reliable data. Then, you’ll be able to repeat your success to scale faster or grow profits.

Sales metrics we’ll help you track:

  • Lead conversion
  • Opportunity time in process
  • Quotes and forecasting
  • Sales cadence response rates
  • Activity per sales representative
  • Key account engagement
  • Cross-sell metrics

Growth Heroes can help you:

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Manage reliable, accurate data in one place. 

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Stay up-to-date on performance, trends, and opportunities for improvement with regular reporting. 

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Set up dynamic dashboards and reports in Salesforce that can update in real-time. 

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Interpret your data into actionable insights with expert analysis and recommendations. 

Get started with Growth Heroes

Whether you need a quick-start solution or a highly-customized Sales engine built for your unique business, our experts can recommend, configure, and optimize the right Sales solutions for you. Contact us to get started. 

Don’t see your process or system listed here? 

Our Growth Heroes experts are always looking for new and exciting challenges and updating our Salesforce certifications. If you don’t see your Sales solution listed here, reach out and let us know what you’re working on.

Results

“The benefits of partnering with Growth Heroes are clear and measurable. We’ve seen enhanced visibility into our performance metrics, more streamlined sales processes, and a reduction in manual errors through effective lead management solutions. Their expertise has not only solved our immediate needs but also equipped us with the tools to sustain and build upon this success.”

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Kevin Heraly

Terminus

Middle-aged woman working on a laptop. Growth Heroes - business experts

Ready to grow?
Let’s connect.

We’d love to hear about your next big project and explore how we can partner together to help you grow.