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
Company Details
- Founded
- -
- Address
- 611 Clement Street, San Francisco,ca 94118,united States
- Phone
- +1 415.935.1776
- in****@****adv.com
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- prodadv.com
- HQ
- San Francisco, CA
- Competitors
- HealthBridge Medical, Inc..
Productivity Advisors Questions
Productivity Advisors's helpline number is +1 415.935.1776
Productivity Advisors's website is prodadv.com
Productivity Advisors's LinkedIn profile is https://www.linkedin.com/company/productivity-advisors
Productivity Advisors's industry is
IT Services and IT Consulting
Productivity Advisors's top competitors are
Healthbridge Medical, Inc..
Productivity Advisors's support email address is info@prodadv.com
Productivity Advisors's categories are IT Services and IT Consulting
Productivity Advisors's founding year is 2001
