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Optimize your Salesforce instance with OBO.
- Streamline processes and improve data accuracy
- Customized workflows, reports, and more
- Ongoing support and maintenance of your platform
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
OBO delivered quality results in a time-efficient manner. Now, the internal sales team sees greater value from Salesforce than before.Why choose OBO for Salesforce? 
We’re a Salesforce Partner and Salesforce.org Consulting Partner— not to mention Salesforce Certified Administrators. With over 400 clients served, OBO’s methodical approach to Salesforce projects has proven successful time and time again.
OBO scales organizations by architecting custom technology solutions that align and optimize the effort of go-to-market teams. Our clients have included scaling companies, non-profits, associations and higher education institutions who are looking to leverage technology in order to achieve maximum team efficiency and better audience engagement. With certified specialists, we’re equipped to handle projects from a vast variety of industries.
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
Our happy Salesforce clients
OBO's Salesforce Solutions Suite
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
Salesforce IMPLEMENTATION
We will assess your Salesforce needs and requirements, then develop user stories to capture the functionality that your system can support. Here, we’ll focus on your technical architecture, process, and design to provide a roadmap for implementation. Our team will then implement findings from our assessment to support and drive desired outcomes for future growth.
Salesforce CONSULTING SERVICES
Want to ensure that Salesforce is the best fit for your organization? Our consulting services include assessing your tech stack, data models, processes, and strategic goals to develop a business process map that will help you select the system that best meets your organization’s needs.
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
Salesforce INTEGRATIONS
Integrating Salesforce with other fundamental tools and systems? We will conduct interviews to understand your organization’s needs and do an in-depth analysis of your existing systems to guarantee the success of your integration. Every organization has different integration needs, so we provide custom solutions to ensure that you get the exact data you want.
Salesforce TRAINING & ONBOARDING
New to Salesforce? Need to bring your teams up to speed on their updated instance? Look no further. OBO provides an array of customized Salesforce training tools to assist with your learning experience, including live calls, video tutorials, documentation, and more.
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
We put the "Great" in Integrate.
Don’t see the Salesforce integration you’re looking for? We’ll custom-build one for you.
Salesforce for your operations
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
With Marketing Cloud, marketers can efficiently deliver relevant, personalized experiences across all channels and devices. Its platform simplifies the work of creating and managing complex, multi-touch campaigns and delivering relevant, personalized messages at the right time in the right place.
Marketing Cloud connects all the interactions in a customer’s journey, from any channel to their terms. It enables businesses to create more intelligent and personalized communications designed to meet their customers’ needs.
Service Cloud is the latest addition to the Salesforce suite of solutions designed to help organizations improve the efficiency and effectiveness of their service operations. It enables organizations to connect with every customer across all channels and devices.
When your customers have a question, your support team needs to provide them with the right information at the right time, in the right place, and in the right way. With Service Cloud, agents can easily collaborate and communicate with each other, helping improve the customer experience.
Sales Cloud is a software solution that helps salespeople sell more effectively and efficiently. It enables them to manage their interactions with customers and automate many of the tasks they do every day.
- Keep track of all your customer interactions and activities in a single place, and give your business the ability to quickly find experts within your organization to answer any customer questions.
- Get more leads by building relationships with people who visit a site or respond to an email. With Sales Cloud, you can automatically route those leads to the right people at the right time.
- Do more with less effort by letting Sales Cloud automatically logging calls so you can manage leads from anywhere in the world.
- With Sales Cloud dashboards, you can easily see how your sales team is performing so you can make data-driven informed decisions.
The Nonprofit Success Pack (NPSP) is a pre-configured application that’s built on top of the Salesforce Enterprise Edition. It’s made exclusively for nonprofits to help them raise money and manage constituent relationships.
- Donor Management: The NPSP allows nonprofits to track and manage their donor information, including donation history, contact information, and communication preferences. This information can be used to create targeted fundraising campaigns and improve donor engagement.
- Fundraising: The NPSP includes tools for managing fundraising campaigns, including online donations, event management, and gift processing. Nonprofits can also use the NPSP to track their fundraising progress and generate reports to help them make data-driven decisions.
- Program Management: The NPSP includes features for managing program activities, such as volunteer management, case management, and program outcomes tracking.
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