We get Salesforce working for your
business so you can:

CLOSE MORE DEALS

With rep's daily tasks prioritised and indepth customer information at their fingertips, your sales team can focus on what they do best - winning business.

Create Dynamic proposals (fast)

Customer information is converted into beautifully designed quote and proposal documents with speed and ease, ensuring you're the first responder every time.

INVEST YOUR ADVERTISING DOLLAR SMARTER

By tracking your leads from click to close, you'll know how much revenue each advertising channel brought in.

GET A 360 DEGREE VIEW OF YOUR SALES TEAM

Forget Excel. With custom reports and forecasting, you'll gain valuable datadriven insights to identify opportunities and improve performance.

AUTOMATE YOUR MARKETING

With scheduled workflows to take care of follow up, lead nurturing and upselling to get warm prospects back in touch with your sales team.

DELIGHT YOUR CUSTOMERS

By automatically delivering the right communication at the right time to drive customer satisfaction and generate referrals from your client base.

Our Salesforce implementation process

STRATEGY

First, we work with you to evaluate your existing sales and marketing processes, identify opportunities and develop a Salesforce architecture unique to your business.

BEST PRACTICE SETUP

Once the strategy is finalised, our implementation team set up and customise Salesforce to work for your business with email templates, sales collateral, automations, custom reports and dashboards.

DATA MIGRATION

We extract and then import your existing customer data to ensure a seamless transition to the cloud.

TEAM TRAINING

With any process change, team buyin is critical. We engage your team by providing them with the skills they need to excel on the new platform.

CHANGE MANAGEMENT AND SUPPORT

Your business is always evolving. Our team ensures your system continues to reflect the way your business operates.

TAKE THE
FIRST STEP

Talk to us about how to get Salesforce working for your business.

Why LavaBox?

WE GET SALESFORCE WORKING
FOR SMES

Our smart, economical approach is perfect for New Zealand businesses wanting the benefits of a customised CRM without a six figure project budget.

SALES, DIGITAL MARKETING & CRM
ALL WORKING TOGETHER

Salesforce is only as good as the strategy that's behind it. We inject our sales and digital marketing expertise into your CRM system, transforming the way you find, convert and keep customers forever.

REAL WORLD APPLICATION

By gaining a deep understanding your business, we're able to develop an architecture that will work on the front line, empowering your salespeople and engaging your customers.

WE IDENTIFY THE INSIGHTS

Our consultants are able to work with you postlaunch to identify aspects of your process that aren't delivering, figure out why and develop solutions.