It’s difficult to scale a business on antiquated systems. We work with our clients to implement best-in-class CRMs, sales tools, password management, and workflow automations.
Track your leads, accounts, and deals in one place. Manage your sales funnel and setup analytics to make better decisions for your business.
Did a customer on Shopify just click on a product? Record their website activity in their CRM record and then send them a targeted email based on their behavior.
Manage your team’s internal projects and tasks in one place, view allocation of hours, and use GANTT charts and Kanban boards to manage task priority.
Maintain control of all of your brand’s passwords. This is especially useful for new hires or when employees leave.
Visualize your sales funnel and team productivity using sales dashboards. Reward your top sales people faster through streamlined tracking of their activity.
Manage contracts and leases in a unified system that is synced with your CRM. Signing and tracking versions is made easy.
Client Portals
Salesperson Mobile Apps
Complex Financial Analysis
Gusto-to-NetSuite Sync
Business Dashboards
Lead Generation Tools
Sloan Professional Services is proudly headquartered in the United States.
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