We work closely with our clients to create transformational solutions to meet business needs and drive performance.
Territory/Skill-set based Lead Assignment Queues - assigning leads coming into Salesforce via Marketing Cloud, HubSpot or Marketo to the proper Salespeople based on territory (country, state or postal code) or skill-set is one of the most important steps your organization can take to maximize the efficiency of your sales team.
Powerful New Quote or Order PDF Generation - if you are still using a bunch of MailMerge Word documents for your quotes and order templates we have a faster and more powerful solution available. Imagine using one programmatic- or HTML-based template that: easily supports multiple languages and currencies; shows products, discounts and taxes in any structure you want; alters the quote depending on the products selected; shows warnings or errors dependent on any combination of Quote, Opportunity, Product or Account data so your Salespeople can make better decisions - and have PDFs generate in seconds.
End-to-End Commissioning System - calculate Salespeople's monthly commissions based on opportunity or revenue events and automatically claw back commissions based on customer cancellations or suspensions.
We are experts in building solutions that integrate with the following SaaS platforms to enhance your operational workflows: Salesforce, Zuora, Marketo, HubSpot, NetSuite and any other SOAP or REST API based system. We are experts in Salesforce configuration, APEX development and REST API integrations built in Node.js, C# and React.
We have a lot of experience working with companies like yours in making their SaaS systems work as efficiently and seamlessly as possible - right across the enterprise.
PHOOBER CONSULTING is a provider of impactful business and technology consulting services specializing in the operational core of you organization. We specialize in configuring, integrating and developing in Salesforce, Zuora, NetSuite and other API-enabled SaaS platforms that you use to more effectively run your business - using the platforms themselves or custom development in .NET, Node.js, React and other languages deployed on-premises on in the cloud.
We are a team of highly skilled technology professionals with years of experience in designing, developing and deploying systems that solve real-world operational problems - oftentimes much cheaper than doing it in-house or using other firms.
Companies tend to focus so much of their efforts on their product or service - and rightly so - as that's the source of their revenue and the reason they exist and hopefully thrive in the business landscape. But companies often overlook or neglect their own internal systems and operations. These internal processes are the ways your company operates and gets things done - even if they are clunky or manual or un-integrated - it's just how you've always been doing it. Any process is better than none at all - right? Or maybe your organization just hasn't seen a better path. Maybe you're stuck in the weeds of fighting fires everyday so you're too busy to take the time to try to rise above it and find a better path. Sometimes you need a viewpoint or some extra resources who can focus on those changes on your behalf. You know your business best so tell us what's not working and maybe we can come up with a better solution together.
Start the discussion below by messaging us and let's see where it goes - or click around and see what else we are about and what we've done for other companies who might have had similar problems to yourself ...
PHOOBER Inc All rights Reserved © 2021