Salesforce Transformation for Enhanced Sales Operations

Driving Efficiency and Accessibility through Streamlined Processes and Multichannel Communication

Highlights

  • 300% Increased Salesperson Productivity

    Outlook integration made it possible to manage mobile visits, which increased productivity.

  • Breaking down Language Barriers

    Multilingual support through Salesforce’s translation features eliminated language barriers and fostered wider user adoption.

  • Complete 360 Customer View

    Consolidated customer data (Accounts, Contacts, Opportunities, etc.) empowered salespeople with a complete customer view.

Client Profile

Our customer is a specialized transporting raw material to transforming and producing goods. Their dedication transformed the client’s sales operations, driving efficiency, improved customer engagement, and increased user adoption.

Business Challenges

In the Manufacturing sector, the client faced critical challenges:

  • Automated Process for Closing Opportunities & Winning Deals: Client required a streamlined process to efficiently close opportunities and secure deals.
  • Multi-Channel Customer Communication Solution: Client sought a comprehensive solution to engage customers across various communication channels.
  • Unified Platform for Data Management: Client aimed to consolidate Accounts, Contacts, Opportunities, Orders, and Invoices information into a single platform, eliminating the need for multiple platforms.
  • Localization of Salesforce Interface: Translation of object names, field names, tabs, etc., was necessary for better accessibility across different languages.

CONCLO Technologies Solution

CONCLO Technologies took charge and provided a comprehensive solution:

  • ERP Integration with Salesforce: Integrated ERP with Salesforce to extract Orders & Invoices, ensuring seamless data flow from the legacy system.
  • Custom Lead to Invoice Process and Communication Channels: Implemented customized processes including Lead to Invoice, Email to Case, Web to Lead, and custom approval processes aligned with client requirements.
  • Outlook Integration: Enabled Outlook integration across all devices, empowering sales personnel to track visits and updates on the go.
  • Translation Workbench Implementation: Utilized Translation Workbench to translate Salesforce tabs, objects, and field labels into multiple languages for enhanced accessibility.
  • Accurate Data Migration: Executed precise data migration of Accounts, Contacts, Opportunities, Tasks, and Appointments to ensure seamless transition and adoption.

Tech-stacks Used

Sales Cloud, Salesforce Platform.

Business Outcomes

This collaboration resulted in substantial benefits:

  • Increased Salesforce Adoption: Automated Lead to Invoice process led to a boost in Salesforce adoption among customers.
  • Enhanced Data Accuracy: ERP integration facilitated the delivery of accurate information to customers, leading to smoother deal closures.
  • Improved Salesperson Productivity: Outlook integration increased salesperson productivity by 30%, allowing for efficient tracking and updates on various devices.
  • Better Opportunity Pipeline Visibility: Custom Reports & Dashboards provided better visibility into the Opportunities pipeline, resulting in faster Lead to Order conversions.
  • Language Barrier Elimination: Translation of labels in multiple languages facilitated faster adoption of Salesforce Sales Cloud, breaking language barriers.
  • Faster Salesforce Adoption: Accurate data migration ensured faster adoption of Salesforce among sales personnel, leading to improved efficiency

Similar Case studies

big win mahjong terlupakan anton bongkar cara menangcara main mahjong ways bikin orang wede dan kayamahjong ways 2025 penggalian super mewah kemenangan gilarahasia maxwin mahjong anggaran hemattrik jitu selot mahjong ways raih perkalian tinggibet 2k mahjong ways cuan jackpot 23 jutacara mudah dapat cuan banyak di situs game server jepang terbaikmahjong ways 2 peluang emas adrenalin serumahjong ways jackpot putaran halusan terusmahjong ways vs mahjong wins perbandingan game legendarisrahasia pola wild mahjong ways 2 spammer scatter merahrahasia scatter fortune tiger kapan kemenanganskema jitu mahjong ways jackpot 80 jutastarlight princess rahasia kemenangan spektakulertrik jitu bermain game gacor membaca rtpdari penjual sayur ke datuk wild mahjong waysmahjong ways 2 strategi unik indonesiarahasia kemenangan mahjong ways 2 teknik scatter hitam kincir88scatter mahjong wins 3 kemenangan gedeteknik autentik mahjong ways fee spin optimalbocoran rtp hari ini cara memanfaatkan mahjong untuk cuannya gampangfenomena kincir88 pemain baru scatter hitam mahjong wins 3mahjong gacor fitur kekinian pemainan serupola mahjong transforasi hidup 2025pola scatter dan wild di mahjong ways 2 strategi maxwinrahasia double fortune menang mudah rtpramalan shio ular 14 15 februari 2025 keberuntungan kasino online pola jitu mahjongstrategi betting mahjong ways1 adat88trik jitu wild multiplier mahjong wins 3 kincir88trik mancing x100000 mahjong ways 3 jadi sultankenapa mahjong ways 2 bikin kamu susah move onlucky neko megaways kucing keberuntungan jutawanmahjong gacor fitur istimewa pengalaman terbaikrahasia pola mahjong transformasi hiduprahasia pola wild mahjong wins 3akun mahjong bobrok kesalahan kecil rahasia jepecara curang mendapat scatter gates of olympus adat88coba sekali di mahjong wins 3 scatter 4x pakai trik pola kincir88cuan mudah dapat untung game server jepangpola anti rungkad mahjong cuan instanpola ciamik scatter hitam mahjong jackpotrahasia kehebatan pemain mahjong ways selalu wederahasia mahjong cara cerdas memanfaatkan anggaranrahasia mahjong ways jepe ngebut main sekarangtips cepat tajir di mahjong waysdari tukang tambal ban bisa jadi miliuner berkat main mahjong wins 3 di perihokidewa zeus telah membuka pintu gate of olympus dapatkan strategi perihoki maksimalkan jackpotsegera pakai pola ini saat bermain starlight princess di perihoki pasti profit maksimalperoleh kemenangan paling sensasional mahjong ways 2 tips menang perihokiteknik terkece bermain di pgsoft dengan rtp tertinggi dari perihoki pasti jackpotsegera coba teknik dari perihoki main gates of olympus paling jitu pakai simbol scatterpengen sakti ketika bermain mahjong ways 2 pakai teknik rahasia dari perihokiperihoki bukan kaleng-kaleng update paling terbaru mahjong ways 2 fitur bikin gregetansweet bonanza di perihoki sudah teruji pasti bikin penasaran rahasia tersembunyi dijamin menangkisah paling nyata pemain mahjong wins 3 pakai teknik scatter hitam di perihokipakai kumpulan teknik efektif game pgsoft terbaru dari perihoki panduan paling lengkapmengasah otak main di perihoki dan keterampilan pakai strategi mahjong ways 2mengungkap misteri gates of olympus tips strategi gacorpanduan anti gagal bermain starlight princess pola petir tersembunyimisteri scatter hitam mahjong wins 3 rahasia free spin premium di perihokipanduan sweet bonanza fitur permen manis strategi menang super empukpgsoft hadirkan fitru paling baru jackpot pasti gacor main di perihokitips kombinasi pola mahjong ways 2 yang bikin cuan melonjak drastispetualangan epik gates of olympus di perihoki cara kelola rtp live tinggisudah banyak yang mencoba di perihoki dan berhasil panduan lengkap bermain mahjong wins 3