Salesforce Consulting
From ideation to implementation, we set up and optimize your Salesforce instance to align with best practices while fitting your business requirements. Automate repetitive Salesforce.com tasks, Get the insight you need to confidently make data-driven decisions.
Sales & Marketing Optimization
Take manual labor out of common marketing and sales tasks to help your team speed up the sales cycle. Modernize and align your sales and marketing teams through automation, process optimization, and implementation & integration of technology.
Sales Automation Consulting
Prospect more efficiently and effectively, automate repetitive tasks to put more selling-time back in your sales team's work day. Add data-driven strategy behind your cadences and email templates. We help you with everything from setup to copywriting and process optimization.
Collaborate with Carlson Solutions to unlock the full potential of your Salesforce CRM and the rest of your sales and marketing tech stack.
Sales Automation & Marketing Automation
Performance Management
Lead Management
Sales & Marketing Alignment
Sales Forecasting
Reporting & Dashboards
how iT works
AUDIT
Developer
We audit your current processes, setup, technology, etc. to understand where you are today.
EVALUATE
Developer
Next, we put together a strategy with a clear pathway to your success.
IMPLEMENT
Developer
We implement the tactical elements of the strategy such as processes, technologies, etc.
OPTIMIZE
Developer
Ongoing optimization in revenue, sales, and marketing operations is key to a scaling organization.
TRAIN
Developer
We train internal teams on the systems we build to help them be self sufficient with the ability to take make updates and optimizations as needed.
Companies that put their trust in us
