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SERVICES

We help sales and marketing teams realize their full potential by leveraging the full power of Salesforce CRM and other systems, oftentimes in conjunction with SalesLoft, a powerful sales automation tool.

We provide our customers with the insight they need to make data-driven decisions. Whether it be an accurate sales forecast or campaign ROI reports, we have the expertise to provide your executives, directors, managers with the analytics they need represented on an easy-to-read dashboard. Making decisions will never get easier.

Sales reps ONLY spend about 33% of their time actively selling. This is mainly due to inefficient systems/processes, or lack thereof. Most companies we work with don't realize their teams have this challenge until we put 50% more time in the sales teams' days for selling hours. Imagine the additional results! I'm getting excited just writing this About section now. Through a combination of sales automation, system integrations, back-end automation, and process optimization, we can help you see a better ROI on your sales team and tools. 

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Salesforce Consulting

Whether it is a custom solution or Salesforce configuration, Carlson Solutions provides Salesforce Consulting to help companies leverage the power of Salesforce. Salesforce can be overwhelming and challenging resulting in disappointing results. The Carlson Solutions team of certified Salesforce consultants works with you to set you up for success within a reasonable scope and budget.

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SALES & MARKETING OPTIMIZATION

Whether it is a custom solution or Salesforce configuration, Carlson Solutions provides Salesforce Consulting to help companies leverage the power of Salesforce. Salesforce can be overwhelming and challenging resulting in disappointing results. The Carlson Solutions team of certified Salesforce consultants works with you to set you up for success within a reasonable scope and budget.

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SalesLoft Consulting

​Add data-driven strategy behind your cadences and email templates. Everything from setup, implementation, and administration to cadence & email template writing and process automation & optimization.​

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