Services
Brooksal provides services to small businesses including Customization of a Salesforce Org, Account Administration in Salesforce, Salesforce Customization and Consulting Services, and Proposal Management Services.
Salesforce Administration
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Custom Salesforce Org Setup & Optimization
We design and configure Salesforce environments that fit your company’s workflows, data needs, and reporting goals. -
Salesforce Administration and Management
User management, security settings, automation, and data integrity—managed by certified admins. -
Account Reassignment & Data Updates
Clean transitions when territories shift or teams change, all without disruption to your sales pipeline.
Proposal Management
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End-to-End Proposal Management
RFP analysis, timeline creation, team coordination, and final submission. -
AI-Enhanced Proposal Tailoring
We leverage AI tools to customize content for each client, so you can avoid the pitfalls of workslop and get industry, agency and company specific content that align with the priorities of decision-makers. -
Editing & Compliance Checks
Ensure every requirement is met and every section is comprehensively reviewed. -
Graphics & Layout Support
Professionally formatted documents that stand out.