Beyond Limited Visibility: Salesforce for Sustainable Success
Mastering Capture, Visibility, Approvals, and Data
Highlights
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100% Improved Lead capture
Salesforce CRM was easier to use or more valuable to salespeople, so they entered more leads.
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350% Boost pipeline visibility
Senior management gained a 360-degree view of the sales pipeline.
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Excellent data-driven decision making
Enabled data-driven decision making through insightful reports and dashboards.
Client Profile
Our client is a fast-growing corporation that has a solid background in clean-energy off-grid technologies and environmentally friendly business methods and combine decades of experience with a dedication to international sustainability standards.
Business Challenges
In the Manufacturing sector, the client faced critical challenges:
- Limited Visibility into Sales Pipeline and Performance: Senior management lacked a holistic view of the sales pipeline, making it difficult to forecast sales or make informed decisions about resource allocation.
- Inefficient Lead to Invoice Process: Converting leads into invoices was a big issue. This could be due to a number of factors, such as a manual and time-consuming process, lack of data integration between different systems, or errors in data entry.
- Automated Process: The text suggests the need for automation in order processing, such as generating quotes or applying discounts.
CONCLO Technologies Solution
CONCLO Technologies took charge and provided a comprehensive solution:
- Custom Inventory Tracking and Warehouse Management: These features give you real-time inventory visibility to avoid stock outs and overstocking.
- Custom Lead to Invoice: This feature streamlines the sales process by automating the conversion of leads into invoices. This can save time and improve efficiency.
- Custom Order Management with Custom Pricing: This feature automates the order placement process and uses a custom pricing method, which can help you improve accuracy and efficiency in your order fulfilment process.
- Reports and Dashboards: These reports and dashboards help you gain insights to improve sales and marketing.
Tech-stacks Used
Sales Cloud, Salesforce Platform.
Business Outcomes
This collaboration resulted in substantial benefits:
- Increased pipeline visibility: Senior management gained a 360-degree view of the sales pipeline. And improved visibility likely helped them to make better decisions about resource allocation and forecasting.
- Improved lead capture: Salespeople were more likely to enter leads into Salesforce CRM, which gave the company a more complete picture of its sales pipeline.
- Streamlined approvals: The approval process for quotes and invoices became easier. This is likely because Salesforce CRM automates workflows and approvals. This can save time and improve efficiency.
- Data-centred making decisions: Salesforce CRM provided the company with a wealth of data and insights that they could use to make better decisions about their sales process, marketing campaigns, and resource allocation.
