Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services

Are you ready to grow your sales pipeline?

Your sales team needs a management tool to track your business’s sales pipeline throughout the buyer’s journey. When salespeople gain clear visibility into the sales pipeline and buyer’s journey, they gain deeper visibility into what’s working and what not so processes can be improved where necessary. In CRM, you can add, assign, and track deals, among many other impressive benefits…

CRM technology like Salesforce and Microsoft Dynamics 365 help organizations across a variety of industries grow and manage their sales pipelines more effectively. Explore the possibilities with Ledgeview.

Manage Opportunities & the Business Process

Once you implement CRM, CRM is forever. CRM should reflect the business process and not the other way around. When it comes to evaluating CRM solutions like Salesforce and Microsoft Dynamics 365, the right partner will help ensure this happens for your team. That’s just one of the reasons salespeople love CRM so much!

Opportunity dashboards in CRM give sales managers and owners clear visibility into the sales pipeline. Instead of asking salespeople day in and day out how things are going, all they need to do is open a screen that is situated at the core of your business and acts as one version of the truth throughout your entire company.

Identify where big opportunities are so you can prioritize. Sales managers, help your salespeople address common pitfalls. View Won and Lost history to analyze what is and isn’t working. Take advantage of reports and dashboards that show your sales data in attractive and clear ways. And so much more!

Explore the Possibilities with Ledgeview
sales pipeline management

Leverage the Power of CRM

Leading CRM technology like Salesforce and Microsoft Dynamics 365 can help you improve your sales pipeline management. Take advantage of the ability to:

  • Gain holistic business insights
  • Accelerate social selling with sales intelligence
  • Create balanced sales territories and forecast sales more effectively
  • Prospect for better sales opportunities
  • Empower your sales reps to think beyond their quotas and get more creative with their sales techniques
  • Empower your sales team to go mobile
  • Filter sales data 
  • Prioritize and assign leads and opportunities among your sales team
  • Create and utilize attractive charts and dashboards that provide transparency into the process and progress of your sales team
  • Reduce the need for in-person meetings with management
  • Gain one source of the truth that is centered at the core of your business
  • And so much more

Expand Your Sales Knowledgebase

When it comes to creating your best sales team and process yet, expanding your organization’s knowledgebase is crucial. Equip your team with the tools and resources they need to be successful. Ledgeview Partners offers more than 50 eBooks on topics like sales, marketing, customer service, CRM, user adoption, and more. Always available for complimentary download to your organization.

Plan for CRM

Leading CRM solutions like Microsoft Dynamics 365 and Salesforce help all business types and roles produce more effective outcomes with a quicker turnaround. The capabilities are (almost) endless and in today’s digital world, CRM is essential to the success of organizations worldwide.

We are committed to the success of your business. Ledgeview Partners is here to assist you no matter if you’re evaluating Microsoft Dynamics 365 or Salesforce or you already have the technology. Click on one of the buttons below to start your journey with Microsoft Dynamics 365 or Salesforce and Ledgeview Partners. 

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By putting your business processes and unique needs first, we give you the best chance to succeed with technology.

Sales Consulting
Marketing Consulting
Customer Service Consulting
CRM Consulting
Inside Sales Outsourcing
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