Hi-Tech
Case Study
Country : INDIA/USA
Environment : Sales & Service Cloud
Challenge
⇒ Leads & deals lost because of no visibility in any sales stage.
⇒ No real time tracking and priority setting of the leads, opportunities for the top management view.
⇒ Managing renewals and contracts is a major challenge.
⇒ No view on Upsell/cross.
⇒ Using WhatsApp for Collaboration.
⇒ Manage and track the cases raised by customers.
⇒ Managing projects, their timelines and budget of each is difficult.
⇒ Creation of Quotes and approval process.
Solution
⇒ Lead Management modules allows users capture leads coming from Web To Lead.
⇒ Track Sales reps activities across accounts to show performance.
⇒ Use of Contract management for renewal process.
⇒ Providing an inbuilt process.
⇒ Providing Chatter internal groups to collaborate with various teams.
⇒ Using case console to get a view of case status and to track the same.
⇒ Provide project management to get insight of project details.
⇒ Quote management and approval process.
Result
⇒ Complete control over Leads and Accounts. In case of Lead /deal lost, communication information is available Improved sales pipeline visibility.
⇒ Management has total visibility into the sales reps activities.
⇒ More accurate production and delivery of contracts.
⇒ Better visibility on related products to sell.
⇒ Keeping all teams coordinated because each team has a Chatter group.
⇒ Improved customer experience because of service teams being able to track entire case report.
⇒ Complete visibility on project and able to track deadlines and budget.
⇒ Reduced delays for approval.
Implementation
Design
Salesforce™ Integration
Services
Custom App
Development
Sales Process
Automation
Service Process
Automation
Salesforce™ Migration
Automation
Hi-TECH
Process Flow
Campaign
Leads
Opportunity
Quotes
Project Task
Gant Chart
Case Management
Reports & Dashboards
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