Challenges Solution and Benefits

Challenges

They were involved in manual, hectic, and time-consuming sales processes.

Data about leads and customers was distributed across spreadsheets and emails, leading to misinformation about the details and data loss.

Sales teams struggled to keep track of how many leads were generated, where they came from, and whether or not they were appropriately followed up on.

Teams faced difficulty to respond quickly to customer queries and support requests in the absence of a unified customer view. This impacted customer trust and loyalty.

Meanwhile, management also lacked timely sales performance insights to make informed decisions.

Solution

With Salesforce cloud integration, the electronic business has automated their B2B sales processes- from lead management and sales forecasting to pricing and quotation management.

Leads are instantly transferred from the corporate website to Salesforce, where teams can easily qualify, score, and manage them.

Sales professionals can access customer data, respond to hot leads, and connect with team members all while on the road using the Salesforce mobile app.
Rich reports and dashboard functionality of the sales cloud offered a real time view of sales performance in detail which can be tracked at any time from anywhere.
High-end data management feature empowered to provide the right data at the right time to the right professional.
Lightning data resulted in uncovering the smarter business-changing insights, identifying the potential customers and segments, and bringing the finest prospects closer.
Teams have real-time visibility into leads, customers, visits, transactions, orders, bills, and even competition with just one click. They can also identify new leads and prospects by using market data that is automatically vetted.

Benefit

When a customer calls in with a product query, sales and support teams now have access to the customer's entire purchasing history, previous queries, communications, and more. This has allowed them to cut case resolution time by 25%.

"Having all of our customer data under one umbrella allows our sales and support teams to collaborate more seamlessly to provide consistent customer experiences," says the happy client. "The customers are overjoyed with the transformation."

Their productivity has increased by 22% as a result of changing the way they sell.

Hot' opportunities have increased by up to 20%.

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Case Study

An Electronic Giant raised up the Sales and Customers' interaction with Sales cloud

Client Overview