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.