Do your sales reps struggle to navigate through a sea of information on a multitude of pages? Help them work smarter. With the Sales Cloud Console Design Accelerator, a Specialist will work with you to develop a consolidated interface that gives your sales teams the ability to work with fewer clicks, less scrolling and less switching between pages.

• Increase sales rep productivity by giving them access to all customer information in a single view
• Allow reps to easily spot important fields on records
• Provide swift access to sales intelligence

Certified Specialists will guide you through the process over a predetermined timeframe (typically 3–4 weeks):

Discovery

• Review your current sales process
• Provide Console overview and design options
• Develop quantifiable success criteria for use case identified

Analysis

• Configure Console for identified use case using latest declarative features

Outcomes

• Console designed and configured in sandbox instance
• Best practice recommendations for designing Sales Console

Intended User

Sales leadership teams looking to improve sales rep productivity and need help creating and configuring their Salesforce Console.

Prerequisites

• Sales Cloud licenses purchased and users assigned
• Admin access to Salesforce Sandbox
• Service cloud licenses or must have sales console add on licenses
• Sales reps are actively using opportunities and associated activities matched to their sales process
• A sales leader who is engaged and committed to the outcome