Manufactures and Supplies of Construction Aggregate

Heading of the case study:

Sales Platform and Service cloud Implementation, Classic to Lightning Migration, Geolocation, Tableau and CTI Integration

Industry:

Manufacturing

Product Information

Sales Cloud, Salesforce Platform, Tableau

Location

TamilNadu, India

Size

20 + Salesforce Users

Clients Description:

Customer manufactures and supplies construction aggregate to customers

Summary

Implementation of lead to cash process and derive business intelligence using Tableau. Also migration of application from classic to lightning

Project Details

The scope of the project was to implement Lead to cash process. Some of the key activities involved in the project were

• Security and User onboarding: Setup of necessary security settings
• Integration: Integration with CTI service provider to receive and make calls by the call centre team
• Classic to Lightning Migration: Migration of the solution from classic to lightning
• Geolocation tracking: Tracking of accounts location and field sales
• Reports and Dashboard: Business intelligence reports using Salesforce reports and Dashboards and Tableau
• Training Support: Support and provide training to key users before handover

What Kind Of Business Benefits Award Through Our Service

Following are some of the Key benefits of this engagement

• 400% increase in monthly conversion rates
• Improved data quality for customer and construction site details
• Better tracking and improved efficiency of Sales team and Process with less manual intervention
• Improved visibility to management team
• 50% reduction in Sales Person training

Featured Services

• Salesforce consulting
• Salesforce Sales Cloud, Service Cloud and Platform implementation
• Classic to Lightning Migration
• Integration Services
• Management and Operational Reports and dashboard
• Support and change management

What Client Say About Our Company?

CONCLO Technologies was well versed with Salesforce and beyond that, their uniqueness is that they were able to understand our Sales process and could give us simple solutions that enabled us to align with the default Salesforce process with applicable customisation wherever necessary which other consultants who we engaged with earlier could not do.

The ultimate benefit is that being engaged with CONCLO Technologies, we are confident that for the growth of the organisation, any kind of essential development, integrations or operational corrections with regard to Salesforce can be carried out without any flaw.