Salesforce for CRM, Sales Automation & Enterprise-Grade Workflows
Close Deals Faster, Track Pipeline, and Unify Sales Ops With Precision
Salesforce is the leading CRM for enterprise sales teams, enabling lead management, workflow automation, and opportunity tracking. We customize Salesforce for your deal stages, territories, and marketing integrations—scaling across functions and teams.
What Makes Salesforce the Smart Choice for Revenue-Focused Teams
Custom Pipeline Design & Deal Stages
We model your sales funnel inside Salesforce with triggers, fields, and automation.
Lead Scoring and Assignment Logic
We automate lead routing and prioritization based on source, firmographics, or engagement.
Email & Outreach Integration
We connect Gmail, Outlook, and email sequencing tools to track activity within records.
Reports & Forecasting Dashboards
We build dashboards for pipeline coverage, win rates, and rep performance by region.
Account-Based Selling and Opportunity Hierarchies
We structure parent-child accounts, stakeholders, and deal threads for enterprise selling.
API & AppExchange Integrations
We sync Salesforce with Slack, HubSpot, Calendars, and product usage systems.
Ready to Automate & Scale?
Let’s Get Started!
Elevate your business with Optez's tailored IT solutions and automation expertise. Take the next step towards digital growth and success.