A Connected Revenue Operating System
The Salesforce SMB Growth Kit is not three separate tools bolted together. It is a single system where deals are tracked, teams communicate in real time, and leadership gets total visibility without switching between apps.
Every lead, account, and deal lives in one place — captured automatically, routed instantly, and visible end-to-end. No more spreadsheets, WhatsApp threads, or guesswork about where a deal really stands.
- Lead Capture & Routing
Leads flow in automatically from web forms and social ad campaigns, then route to the right rep by territory or source. - 360° Account & Contact View
Every email, call, meeting, and note for an account or contact sits on one timeline. - Opportunities, Pipeline & Quotes
Quotes generated straight from opportunity line items using a secured price book — accurate pricing, fewer errors, faster turnaround. - Forecasting & Quotas
Rep-level forecasts roll up live to managers, bucketed into Commit, Best Case, Pipeline, and Closed — no spreadsheet stitching.
A single, secure workspace that replaces scattered WhatsApp groups and email chains, enabling teams across Sales, Service, HR, IT, Operations, and even external partners to collaborate seamlessly.
- Workspace & Channels
One branded workspace with structured channels by department, project, or deal — onboarding new members in minutes. - Messaging & Huddles
Threaded conversations, scheduled messages, and lightweight huddles with screen sharing for spontaneous calls. - Canvases & Knowledge
Living documents embedded in channels for SOPs, FAQs, and meeting notes — with unlimited searchable message history. - Salesforce Integration
Deal alerts and CRM notifications land directly inside Slack — reps never have to leave the conversation.
Static spreadsheets give way to live dashboards and AI-curated metrics, so leadership always knows how the business is tracking right now — not at month-end.
- Live Dashboards
Visualize pipeline coverage, win rate, revenue by product, and historical trends — all sourced directly from Salesforce data, updated in real time.
Pulse Metrics & Digests
Automated digest notifications to track the KPIs that matter most like pipeline coverage, win rate, revenue by product, delivered inside Salesforce or Slack. - Embedded in Workflow
Key dashboards like Sales Leadership, Pipeline Overview, and Customer Health embed natively into Salesforce, so no one has to leave the CRM to see the numbers.
Why Choose the SMB Growth Kit?
- Fast Implementation: The entire system goes live in 4 weeks.
- Comprehensive Onboarding: The package includes 9 zero-code automations, a 13-module training program, hands-on sandbox sessions, and 1 week of hypercare support.
- Seamless Connection: Sales, Slack, and Tableau share the same data model.
- Automated Alignment: When a deal moves in Sales Cloud, your Slack Deal Room updates automatically.
- Instant Insights: Tableau connects live to Salesforce out of the box with no data warehouse needed.
- Total Context: Every representative walks into every conversation with the full customer history through Account 360.
- Future-Ready: This serves as the foundation layer that prepares your business for future AI and Agentforce capabilities.