Customer Relationship Management

Sales Automation

Bottom line, our goal is to help your sales people sell. Work with one of our Nelson Consulting Sales Cloud implementation specialist to configure Sales Cloud.

• Services Offered:
  • Account/Contact Management
  • Lead Qualification / Scoring / Routing / Management
  • Opportunity and Pipeline and Forecast Management
  • CPQ / Products / Price Books Management
  • Contracts Management
  • Reports and Dashboards
  • Process Automation
  • Custom Object/Process Configuration
  • Custom Apps / Managed App Installation
  • Apex

Services Automation

Customers are the most important part of any business, our goal is to ensure that we remove the churn when it comes to supporting them. Work with one of our Nelson Consulting Service Cloud implementation specialist to configure Service Cloud.

• Services Offered:
  • Account/Contact Management
  • Case Management
  • Contracts Management
  • Entitlements and Milestones
  • Reports and Dashboards
  • Process Automation
  • Custom Object/Process Configuration
  • Custom Apps / Managed App Installation
  • Apex

Non-Profit Relationships

Use the power of the Salesforce Non Profit Cloud to enable and expand your mission. Nelson Consulting will tailor your Salesforce experience for your organizational and relationship needs.

• Services Offered:
  • Everything mentioned in Sales and Service Cloud
  • Relationship / Household Management
  • Related Contacts and Organizations
  • Donations / Recurring Donations
  • Volunteer Management
  • Volunteer Community
  • Payment Processing Integration