Rivot Digital - Salesforce Consulting

Expert Salesforce Consulting

Rivot Digital specializes in helping small and medium-sized businesses maximize the potential of their Salesforce ecosystem. With years of experience, we can help you streamline your sales processes, improve data management, and drive business growth.

Salesforce Operations

Lead-to-Cash Optimization

From initial lead generation to final payment, identify bottlenecks and inefficiencies in the process and implement solutions to improve the speed and efficiency of converting leads into revenue.

Process Automation

Eliminate repetitive or time-consuming tasks, such as sending emails or updating records. Automated processes can help save time, improve accuracy, and free up resources for more strategic tasks.

Marketing Attribution Models

Manage marketing funnel data on customer interactions and conversions to determine which marketing efforts are most effective in driving sales and allocate resources accordingly.

KPI Tracking

Tracking KPIs in Salesforce can help you stay on top of important trends and patterns in your data, allowing you to make data-driven decisions and stay competitive in your industry.

Acquisitions & Data Migrations

Make Salesforce a competitive advantage for your acquisition strategy. Quickly and accurately migrate data and users from your acquisitions.

System Integrations

Map your integration requirements and goal, assess the available integration options then implement.

Industry Focus

High Tech

Fast-paced, exponential growth subscription & services-based technology companies.

Business-to-Business (B2B)

Target market identification, account-based marketing, proposal management, and other B2B strategies.

Private-Equity Backed

Board reporting packs, acquisition integration, and positioning for exit opportunities.

Implementation Projects

Recently purchased Salesforce or looking to add a new process? Our project-based services help you set up, customize, and optimize your salesforce platform to meet the unique needs of your organization.

Ongoing Admin Support

Not ready to hire a full-time admin? With our managed services, you can focus on your core business activities while having an expert Salesforce admin on standby.

Advising & Coaching

Looking for systems strategy recommendations or hands-on coaching? Our advisory and coaching services can help level up your systems and people.

Technology Expertise

Salesforce Sales Cloud
Configure-Price-Quote – Salesforce CPQ
Demand Gen – LinkedIn Sales Navigator, Zoominfo
Sales Engagement – Outreach.io, Salesloft, High Velocity Sales
Marketing Automation – MailChimp, Pardot, Hubspot
eSignature & Document Generation – DocuSign