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Manufacturing

Bring dealers, distributors on the same page in terms of marketing, services and sales with this Salesforce Industry Solution. It comes with a Partner Communities Integration that allows all concerned parties to communicate and collaborate in a secure environment. Close deals with Sales Cloud and get a complete view of the processes involved with Salesforce CPQ software. Optimize after-sales service with Salesforce IoT and Field Service Lightning.

Case Study

Country : INDIA/USA

Environment : Sales & Service Cloud

Challenge

Improving sales pipeline.

Excel based data management for sales team.

No inter departmental coordination due to lack of a central system.

No CRM system in place meant team relied on excel sheets to provide information on prospects and follow-ups.

No visibility into sales pipelines and no way to generate reports and dashboards in real time.

Sales team filled out paper forms in the field giving no visibility to management.

No report generation, sales, quotas.

Captures check in and check outs as well route mapping.

Delays in customer service as no visibility into customer data.

Solution

Automated the lead capture from web and sales functionality.

Sales reps logs with their complete day to day activities.

Salesforce CRM system provides with lead, management and opportunities management , which includes sales path , prioritized leads bases on the data available.

Reporting & dashboards enabled provide real time information and visibility for territory managers into accounts and areas.

Forecasting & quota management provided for tracking sales performance.

Salesforce available on mobile devices for sales team in the field to provide check ins and outs.

Case management to have visibility on customer complains.

Result

Sales productivity increased and lost opportunity ratio decreased.

Time visibility into the current performance of the sales of company.

Increase in the efficiency of all the teams with automated notifications and central data repository.

Better lead management because of a centralized system.

Improved customer experience because of service teams being able to track entire case report.

Reduced delays in field sales reporting.

Forecasting and quota management allows management instant visibility into targets vs achievements.

Implementation
Design

Salesforce™ Integration
Services

Custom App
Development

Sales Process
Automation

Service Process
Automation

Salesforce™ Migration
Automation

MANUFACTURING

Process Flow

Home Page
Lead Page
Lead Page & Check in – Check out
Opportunity
Accounts Page
Quotes
Quote Template
Forecasting

Salesforce™ Certified Professionals

Our developers, who hold multiple certifications, are experienced in handling projects across different industry verticals such as Manufacturing, Retail, Hi-Tech, Education, Real Estate and Non-Profit, and of varying sizes. Many of them have multiple certifications and are capable of working on large domestic and international projects.

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