Optimizations

Projects are managed to evaluate current activities, plan for new business processes, design and then develop solutions, followed by testing and staff training.

Each project involves extensive collaboration with client personnel to develop systems that enhance and expedite the entity’s mission.

Quixo consultants have always been a very supportive and knowledgeable resource for our team. They have assisted us in many ways with Salesforce ie creating reports/dashboards and customizing Salesforce for our reporting needs. Quixo also has assisted us with our data uploads and de-duplication for Salesforce. They are always responsive and professional.

– Andrea Z, SLU Care Physician Group

Quixo Consulting assists clients to optimize the following:

Lead Generation

Track leads from source
Manage lead qualification
Transition leads to viable deals

Marketing Campaigns

Manage
Segment target audience
Track revenue

Sales

Manage sales activity
Monitor sales funnel

Contact Relationships

Link contacts to contacts
Connect contacts multiple organizations

Automating Processes

Create reminders
Reduce data input by auto-filling fields

Reports and Dashboards

Monitor progress towards goals
View analytical snapshots

Portals

Enable users to interact with staff
Allow self-service

Asset Management

Manage assets from inventory through warranty
Assign assets