Create alignment & integrations between marketing and sales.
Capture complex pricing projections and accurately report on projected revenues.
Quickly recognize revenue and report on quotes, orders, invoices, and payments.
Empower your reps to deliver effective onboarding, increase usage and reduce churn.
Give your customers, partners and employees a place to share ideas, knowledge, and build long lasting relationships.
Pre-built customization packages that adjust Sales Cloud to SaaS best practices, business processes and terminology.
We align Salesforce to your business processes & strategy, not the other way around.
Our solutions are architected to grow with you, reducing tons of additional costs in the future.
Managed pipelines & customers manually in Excel
Company growth required a strong CRM - Salesforce
Understood they need a partner who is expert in SaaS for optimal implementation - selected Bkonect.
Bkonect utilized pre-built solutions to onboards CHEQ's sales, marketing & customer success to Salesforce
From planning to full adoption, the entire process took just under 3 months
Included integrations to hubspot & billing tools
Transitioned from excel to Salesforce seamlessly
Covered all requirements (and major improvements) from day 1
100% adoption of all users immediately
Gain visibility into all KPIs including revenue & forecasts, by month, product and by business unit.
Simple way to manage pipeline and track performance against targets. Flexible and easy way to enter complex pricing offers, add different product types to opportunities and more.
Detailed & timely tracking of results e.g. committed ARR, new MRR, and churn rates.
Build high performing campaigns for all stages of your customer lifecycle to boost sales and maximize lifetime value.
Tools to assist with onboarding, customer management, and identify and mitigate churn risk
Create engaging and personalized experiences for partners and customers. Manage engagements and communication more effectively.
Based on your current needs and growth plans, we'll help you build your technology stack roadmap.
Complete implementation of Salesforce solutions with industry best practices.
Achieve customer 360 using integrations to the tools that are best fit for you.
End to end planning, development and integration of apps for custom business needs.
Continued service after the initial deployment for tweaks or additional changes.
We monitor all our solutions to validate all business requirements are met, adoption is on point and data is accurate.
Get a quick overview of the Health Status of your SalesForce Org using CodeScan's core technology.
We've developed a unique SaaS Sales Widget that we provide as part of our services. This widget Shaves time off your deployment and offers flexible customization options.
Check out our services and product offerings to learn more about how Bkonect can help your company grow, scale and improve efficiency.Book a Consultation