Salesforce admin support built around your team

Speed up first response by auto-routing inbound leads with SLA alerts and owner fallback rules.

Standardize stage criteria and close-date rules so pipeline forecasting becomes dependable.

Trigger activity tasks by lifecycle events to prevent drop-off between touchpoints.

Create renewal reminders and stakeholder handoffs to reduce churn risk at contract milestones.

Escalate high-priority support cases automatically based on age, sentiment, or customer tier.

Deliver weekly leadership snapshots with trend indicators and clear action signals.

Route qualified leads to the correct owner with account-based territory logic.

Normalize picklists and naming conventions to improve segment-level reporting.

Build quote-stage dashboards so managers can spot stuck deals early.

Track required meeting notes and next-step fields before stage advancement.

Connect campaign touchpoints to opportunities for better budget allocation.

Automate customer onboarding milestones with owners, due dates, and alerts.

Notify account reps when support patterns indicate expansion opportunities.

Automate owner changes when accounts move regions or segment tiers.

Handle partner-submitted leads with source-specific queue rules.

Reduce approval delays with conditional paths and clear ownership steps.

Enforce forecast category hygiene before weekly forecast meetings.

Track stage aging and trigger interventions for high-value stalled deals.

Surface overdue finance tasks tied to account health and renewal risk.

Combine support, usage, and sales signals in a single account scorecard.

Route urgent requests to on-call personnel with after-hours fallback.

Monitor SLA breaches in real time with escalation queues and manager alerts.

Sort operations requests by impact, urgency, and downstream blockers.

Measure conversion quality with lifecycle definitions your teams agree on.

Require account plans for strategic customers and monitor completion.

Track post-training workflow adoption and identify coaching needs.

Standardize closed-lost reasons for sharper go-to-market decisions.

Alert account teams when adjacent product interest appears in service notes.

Create a clean referral flow with duplicate detection and ownership assignment.

Generate monthly risk review packets from account and case trends.

Assign data stewards by object with weekly quality exception reports.

Track discovery-to-demo-to-proposal conversion by owner and segment.

Auto-create milestone tasks for legal and finance around contract events.

Flag executive escalations with rapid coordination workflows and visibility.

Measure self-service effectiveness by topic and downstream case outcomes.

Build board-level KPI packs with trend deltas and narrative annotations.