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SALESFORCE REP SUPPORT SERVICES


CLOSE MOREBUSINESS FAST.

Contact Us

FEATURES


WHY OBO. AGENCY?

As a Salesforce Partner, obo. Agency is trusted to provide and onboard
enterprise-level Salesforce.org nonprofits and associations. Our experience with
Salesforce migration and integration projects give us the practical knowledge to
provide support during the sales process.


Here are just a few ways working with our team can help close more deals:






Agency support to highlight arguments against competitor’s solutions

Support to integrate Salesforce with current technologies







Support to integrate legacy applications with Salesforce

Agency to Support complex migrations to Salesforce




And so much more. Let's get started. How can we help you close more Salesforce
deals?


Contact Us

WE LOVE SALESFORCE!





TRANSLATING BUSINESS USE CASES TO SALESFORCE ARCHITECTURE





ALL US BASED EMPLOYEES





COMPLEX DATA MODELS


SPECIALIZING IN SALESFORCE DIGITAL TRANSFORMATION





CUSTOM SYSTEM INTEGRATIONS





HEROKU HOSTED APPLICATIONS





ADVANCED SERVICE CLOUD DEPLOYMENTS





MARKETING CLOUD EXPERTISE





EINSTEIN ANALYTICS IMPLEMENTATIONS

We love Salesforce!

Full Marketing Services Team for Long Term Client Success.


Get In Touch With Us

HOW WE WORK


PRE ENGAGEMENT SALES PROCESS

We work fast. If you need a quick quote, contact our sales team. For an exact
quote, we may need additional information and/or access to the existing
technology to determine total level of effort. Below is a typical way we work
with Salesforce reps.





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STEP ONE: PRE-CLIENT DISCOVERY MEETING


STEP TWO: CLIENT DISCOVERY MEETING

Reach out directly to our sales team via email sales@oboagency.com about the
client opportunity. If you need a quote fast, let us know and we will get you
set up with a standard questionnaire. We’ll review and work with you to schedule
the next step.

We’ll jump on a call with you and the client to confirm their needs and ask any
additional questions required. From there, we can begin working on your quote
for services based on the answers to your questionnaire.




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STEP THREE: INTERNAL REVIEW


STEP FOUR: CUSTOMER PRESENTATION

During our internal review we put together all the pieces we’ve gathered thus
far. Occasionally, we’ll need to request access to client’s systems or conduct a
screen share to see their existing setup so that we can better evaluate their
needs and level of effort. 

During the Customer Presentation we’ll present our proposal, as well as a quote
for services. From there we will schedule a kick off meeting for our engagement.

ALL THE STEPS


HOW CLIENT ENGAGEMENTS WORK


PHASE 1 - USER REQUIREMENTS GATHERING

Sales and marketing discovery requirement interviews. This will include
developing user stories to capture the functionality that your software or
system will support. This will determine final recommendations and focus of the
engagement 




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PHASE 2 - TECHNICAL ARCHITECTURE AND SYSTEM DESIGN

In phase 2, we focus on the technical architecture, process, and design. This is
essential to provide an accurate total cost of ownership, project scope, and the
roadmap for implementation.




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PHASE 3 - ENGAGEMENT + IMPLEMENTATION

Our teams will implement the strategies and tech stack per the requirements and
system design determined in phase one and two. We’ll set up marketing
automation, build templates, landing pages and launch campaigns. 




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PHASE 4 - ONGOING SUPPORT

Once you have a solid foundation, and your strategies are running we provide the
ongoing support, edits, and reporting to ensure your marketing program is
continuously optimized for peak effectiveness.




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Get Started Here

QUESTIONS


HAVE A QUESTION? WE'RE HERE!

If you have any questions about our process or capabilities, please don’t
hesitate to reach out! Our team of Salesforce enthusiasts are here to provide
the agency insight and expertise you need to close your next deal! We look
forward to hearing from you!


CLIENTS WE'VE GUIDED





Home

7165 Columbia Gateway Drive


Suite A

Columbia MD, 21046




655 New York Ave NW

Washington, DC 20001

410.650.5708

info@oboagency.com

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