Finding Your Perfect Match, Faster: Streamlined Matchmaking with Salesforce
Personalized Matchmaking Service
Highlights
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360° Customer View
Salesforce provides a comprehensive view, leading to faster deal closures.
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400% Boost in Lead Conversions
Automated lead-to-salesperson matching optimizes the sales process.
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430% Increase in Speed and Efficiency
Enhanced productivity and data-driven insights enable quicker and smarter decisions.
Client Profile
Our client, a personalized matchmaking service, sought a time-saving and effective solution to streamline their sales process, improve efficiency, and make informed decisions to boost sales success.
Business Challenges
In the BFSI sector, the client faced critical challenges:
- Ineffective Lead Qualification: Prospects from the website weren’t properly qualified, indicating issues with lead capture forms or lead scoring rules.
- Misaligned Lead Assignment: Poor lead data in existing system, resulted incorrect lead assignments.
- Lack of Sales Visibility: Limited insights into the sales pipeline hampered senior management’s ability to make data-driven decisions.
- Reporting Needs: Requiring detailed management and operational reports.
CONCLO Technologies Solution
CONCLO Technologies took charge and provided a comprehensive solution:
- Sales Cloud: Salesforce platform to manage the sales process efficiently.
- Salesforce CPQ (Configure, Price, and Quote): Automates product configuration, pricing, and quoting, streamlining the sales quoting process.
- Sales Cloud Lead Assignment: Automatically routes website leads to the most qualified salesperson based on custom criteria.
- Tasks and Appointments Tracking: Helps salespeople stay organized with tools to track tasks and appointments.
- Reports and Dashboards: Offers senior management valuable insights into the sales pipeline for better decision-making.
- Training Support: Support and provide training to key users before handover.
Tech-stacks Used
Salesforce Sales Cloud, Salesforce Platform
Business Outcomes
This collaboration resulted in substantial benefits:
- 360° View: Sales Cloud provided senior management with a comprehensive view of the sales pipeline, enabling informed decisions.
- Right Leads, Right People: Automated assignment ensured leads were directed to the most qualified salespeople, maximizing conversion potential.
- Faster Deals, Smarter Decisions: Streamlined workflows improved productivity and provided data-driven insights, leading to quicker deal closures and better decision-making.
