Fulfillment in Salesforce
Order
Post-Sale is your time to shine
Repeat Business Through Quality and Speed
Any head of finance will tell you that Closed Won opportunities do NOT equal Revenue.
You'll need to get your product or service into the hands of your customer quickly and seamlessly to get paid and prevent refunds.
We'll help you shape the software that runs this smoothly and effectively.
L etting an order just fall on the floor, after you've worked so hard to win it, is one of the most depressing sorts of disfunction an organization can have. It is a sure fire way to tank your unit economics.
Often, the biggest culprit is a breakdown in communication between your Sales and Post-Sale team. Breakdowns like these are completely avoidable, and we'll help you do just that. It all starts with a great handoff.
Post-sale Handoffs are Critical
- Customer Data
- Expectations and Specifications
- Success
We can ensure you capture everything that's needed for success during your sales process, and that your post-sale team has it all at their fingertips as they do their work. No copying and pasting, not out of date information.
And most importantly, we'll make sure you can visualize postsale success right in Salesforce among your other customer data.
Solutions
We've prepared some solutions to common problems and use cases for Fulfillment Teams
"Fulfillment" Custom Object
Our Ops Framework package will automatically create a Custom Object for your order fulfillment process in Salesforce, complete with Statuses, Types, Partners, etc. You can then customize it further, as much as you need
Track Fulfillment SLAs
Flowdometer is our Salesforce package for tracking timelines and comparing them against goals or SLAs.
Our Guide for Assigning Fulfillment
Use our free guide to navigate the different strategies for assigning out Fulfillment to your team
We offer a suite of project management tools for your team
Clients
Andela
Valerie Papa (Mgr. Revenue Operations)
"I'd highly recommend working with Muse Operations. The reason we will continue to work with them is that we are offered best in class support, as well as an educational approach that has allowed our team to make informed decisions as we scale our system and problem solve.
Truly
Erol Toker (Founder, CEO)
"Sometimes internal problems feel too messy to loop in a consultant on. It turns out the opposite is often true, where having a specialist on hand was the missing piece. The Muse Operations team is fantastic at pattern-matching and always comes up with a ton of creative solutions. We value their partnership across the Truly team.
Electric
Anonymous Feedback Form
"Fantastic to work with! Quick to respond and always happy to explain why something I'm requesting would/wouldn't work. A proactive approach to problem solving ensures we are staying on track/doing our part to help us meet project deadlines
Managed by Q
Hannah Bildahl (Account Manager)
“I can confidently say that every user here would never be able to do their job without what this team has built.
Starry
Celina Munoz (Assistant General Counsel)
"I can't even wrap my head around how you got that fixed!"