CASE STUDY
Salesforce Implementation for a Leading Cloud Service Provider
Description
A leading cloud service provider for salesforce implementation.
Business Problems
- Client was using a semi-automated process with customized billing & ticketing software to address the backend system but an Excel-driven front-end sales function.
- Required a system to track the sales activities and improve TAT.
- Required to track the collaboration of team members towards bid preparation and other contributions.
- Needed tracking of business opportunities for channel partners and sales team, as the GTM was also through partners/ channels
Solution Details
- Campaign-Plan, Design, Run, Manage and Track Response.
- Sales: Lead, account, opportunity, contacts
- Price & Quotes with Sales Order Creation
- Quip: Collaboration for Bid Management
- Customer Complaint Tracking-Service Cloud
- Reports and Dashboards
CASE STUDY
Results
- Qualification of leads based on scoring is implemented to get more qualified leads and resulting into better conversion ratio.
- Collaboration tool has smoothened the Bid Management process and the Service Cloud has opened additional channels for revenue generation.
