Salesforce Consulting

We focus on making Salesforce work the
way you do.

Salesforce is an amazingly powerful tool, but only if used correctly for your business. We don’t believe in “quick starts” and standardized requirements questionnaires. Our team of Salesforce certified experts will ask the right questions to understand your unique business needs and then configure and customize Salesforce to fit. From sales, customer service, marketing and operations, LeadMD cloud experts can help you transform how you engage with prospects, customers, partners and even employees.

Salesforce Resources

Armed with Salesforce and help from the experts at LeadMD, you’ll be ready to win more deals and track growth in real time. LeadMD is your path to success with Salesforce.

With over 1,000 successful client engagements

  • Customization – Optimize Salesforce to align with the way you do business, not the other way around.
  • Reporting & Dashboards - Help sales managers coach their reps, while giving company executives an inside view of revenue goals.
  • Automation and workflow - Eliminate the burden of time-consuming manual tasks.
  • ROI - Show where you’re getting the biggest bang out of you marketing dollars.

Salesforce Education

The key to a successful implementation of any solution is adoption of the platform by those who are going to use it. Without proper training and education, any piece of technology is just another tool. LeadMD can give your sales, service, marketing and executive teams the skills they need to get the most out of your CRM. From beginner to expert levels, LeadMD has what it takes to get your team ready for success using Salesforce.
Get the answers to questions like:

  • Where do leads come from?
  • How do they get into Salesforce CRM?
  • What information do you want to measure about leads?
  • How do you manage open leads?
  • How do you check for duplicates?
  • How do you measure conversion and top performers?
  • Closing deals, how do you manage the sales funnel?
  • How can you measure top deals, closed business by month, and month to date trending?
It Takes a Village: Why You Need a Marketing Automation Team (Not Just a Person)
IN THE LOOP: Creating a Modern Buying Experience

Our Latest Resources

Take your marketing automation journey to the next level. Peruse our isles for articles, videos, best practices, and real-deal customer results.

View All Resources

Salesforce Integration

It’s more than just data flow. Do you think it would be useful for your sales team to have a real time view into who was opening emails, watching your videos, visiting your website, and what pages they were looking at? We do too.

Take the blinders off; a proper Salesforce and Marketo integration is the next best thing to having a crystal ball. Let LeadMD show you how to get the most out of your Salesforce and Marketo integration so you can achieve the nirvana of sales and marketing alignment.

  • CRM Integration – Create visibility from the top of the funnel all the way through to closed won.
  • The Process – With a native integration, Salesforce creates a closed-loop seamless connection to Marketo. The two-way sync is designed so that your data is always up-to-date. This means your sales team can act quickly, armed with the data they need

Salesforce Implementation

Whether you’re standing up an instance for the first time or migrating from another platform, a Salesforce implementation can be a daunting task, but it doesn’t have to be. From creating customizations, to providing strategic guidance, our certified Salesforce Consultants can show you how to leverage the power of the worlds most powerful CRM.
LeadMD is here to help.