Productivity Advisors, a San Francisco-based consulting firm, helps growth companies plan and scale their use of CRM technologies Recent Salesforce projects have involved: o Lead on Salesforce ORG that grew from $5MM to $150MM+ ARR in 5 years (Udemy) o 5 End-to-end Implementations of Salesforce CPQ & CPQ+ for SaaS-based software companies o Rolled out multi-currency functionality to a 500+ person team, CPQ-enabled, global company o Built an automated integration between Stripe and Salesforce Opportunities (Tray.io) o Migrated an entire 500+ person ORG from Classic to Lightning user interface o Automated Contract creation using Conga Composer, Salesforce CPQ & DocuSign o Conducted Clean-up projects using a variety of tools to uncover: unused fields, page layouts, record types, workflows and under-utilized sharing rules. Then removed excess objects, fields and data o Performed data migration, system design, configuration and platform launch for several B2B software companies (AtScale, Bold, Loyal3, MuleSoft, Percolate, Plum Lending, Visa) SPECIALTIES Software Selection, Requirements Management, Implementation & Adoption Program & Project Management
| Website | http://prodadv.com |
| Employees | 3 (0 on RocketReach) |
| Founded | 2001 |
| Address | 611 Clement Street, San Francisco, California 94118, US |
| Phone | +1 804-285-2071 |
| Industry | IT Services and IT Consulting |
| Keywords | Salesforce Consulting, Salesforce Implementation, Crm Consulting, Crm Implementation, Growth Consulting, Scale Up Consulting, Salesforce Optimization, Salesforce Strategy, Business Consulting, Crm Optimization, Growth Strategy, Crm Strategy, Technology Consulting, Strategic Planning, Business Planning, Productivity Solutions, Business Strategy, Process Improvement, Technology Strategy, Project Management |
Looking for a particular Productivity Advisors employee's phone or email?
Productivity Advisors Questions
Productivity Advisors is based in San Francisco, California.
Related Companies
