Salesforce Sales Platform

Overview:

A Client is an industrial trading house. The company is involved in the sales & distribution of engineering products- industrial consumables and capital items to manufacturing companies in India.

Client Challenge

The client doesn’t have visibility on Sales team activities, and all are working in Silo’s and operating in their own regions. They didn’t get any updates on most of the meetings. Also, very independent sales team, but not very result-oriented.

Pain Points: At the point when the Sales Team is taking a shot at silos, no update is getting made on Opportunity also Tracking of a salesperson update on everyday premise was tough.

Customer Vision for CRM: Customers should get daily sales reports of a salesperson and Track visitors and details of customers on Leads and Opportunities. Also, keep a consistent follow-up on opportunities and engage with regional heads to close deals and keep all records of quotes up to date along with these things’ customers can be ready to follow achievements versus quota and able to give visibility to the management on the deals.

Solution

We worked with the Client to build the customized process on Salesforce. Configured the check-in and check-out feature and enabled the sales team to use it to their advantage. Made simple meeting updates, so it is easy to keep track of the deals. Made sure the app was user-friendly and get everyone interested to keep it working.

Result

Now Client is quick to adapt to the new technology and created healthy competition with the sales team to perform better outcomes. Also reporting Daily Sales Reports turned out to be a lot simpler for the team and now they can able to track the deals and keep a watch on the numbers.