Driving Manufacturing Excellence: Salesforce Transformation and Business Intelligence Integration
Revolutionizing Sales, Service, and Insights in the Manufacturing Sector
Highlight
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400% increase in conversions
A remarkable 400% increase in conversions achieved through advanced sales processes.
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Elevated Data Quality
Achieved an impressive 100% accuracy in customer and construction site information, enhancing decision-making.
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Optimized Sales Team Performance
Increased efficiency and reduced manual intervention resulted in a notable 80% boost in productivity.
Client Profile
Our client specializes in manufacturing and supplying construction aggregate, catering to diverse customer needs. Their commitment to quality and efficiency drove their quest for advanced Salesforce solutions.
Business Challenges
Amidst the competitive manufacturing landscape, our client faced crucial challenges:
- Outdated Systems: Navigating the transition from Classic to Lightning for enhanced functionality.
- Sales and Service Integration: Seamlessly integrating Salesforce Sales Platform and Service Cloud for streamlined operations.
- Geolocation and Field Sales: Implementing geolocation tracking for accounts and field sales teams.
- Data Quality: Ensuring accurate customer and construction site details for improved decision-making.
- CTI Integration: Integrating with CTI service provider to enhance call center functionalities.
CONCLO Technologies Solution
CONCLO Technologies orchestrated a comprehensive solution:
- Security and User Onboarding: Configured necessary security settings for enhanced data protection.
- Classic to Lightning Migration: Seamlessly migrated the solution, preserving essential data and processes.
- Geolocation Tracking: Enabled real-time tracking of accounts and field sales teams.
- CTI Integration: Integrated with the CTI service provider, optimizing call centre operations.
- Business Intelligence: Implemented Tableau integration for powerful data visualization and insights.
- Training Support: Conducted extensive training sessions, reducing salesperson onboarding time significantly.
Tech-stacks Used
Sales Cloud, Salesforce Platform
Business Outcomes
This collaboration yielded remarkable results:
- 400% Increase in Monthly Conversion Rates: Enhanced sales processes resulted in a significant boost in conversions.
- Improved Data Quality: Accurate customer and construction site details improved decision-making.
- Efficient Sales Team: Streamlined operations led to improved efficiency with reduced manual intervention.
- Enhanced Management Visibility: Business intelligence reports provided unparalleled insights to the management team.
