News

Salesforce Project with Traceall Global

It was lovely to link back up with our old friends at Traceall Global and help them with an interesting CRM project. We helped them refine their sales process and map this into the Salesforce CRM platform. This involved building Account and Contact Structures, Opportunity Pipeline Stages and then laying out pages, configuring custom fields and objects and helping build reports to help focus and drive the growth of this exciting business.