Transforming Talent Training with CRM Modernization and Business Intelligence
CRM Modernization and Business Intelligence Implementation
Highlights
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Unified 360-degree Customer View
Increase worker efficiency by giving them a 360-degree perspective of the clients and their inquiries.
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200% Increase In Customer Info Access
Established a Unified Customer View, consolidating all job and client details into a single system, enabling a comprehensive overview of each customer.
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300% Improved Data Visualization
Excellent Analytics with Reports and Dashboards, Improvement in 99.9% data visualization.
Client Profile
Our customer is a specialized training institution dedicated to identifying, nurturing, and refining sports talent. These academies, often established by governments and private agencies, are designed to promote excellence in sports training.
Business Challenges
In the Education sector, the client faced critical challenges:
- Unskillful decision-making: Senior Management made bad decisions as a result of not having a complete picture of the Process and the salesperson’s activities.
- Information Access: Sales representatives occasionally found themselves unable to act because they were unable to promptly obtain the information they needed.
- Scaling Challenge: The company growth necessitated real-time monitoring and management of increasingly complex sales teams.
- Reporting Inefficiencies: Inefficient reporting hampered the ability to manage sales opportunities, build effective pipelines, and deliver swift resolutions.
CONCLO Technologies Solution
CONCLO Technologies took charge and provided a comprehensive solution:
- Data Migration: The previously stored information was migrated.
- Reports and Dashboards: Implemented to analyze leads, opportunities, and pipeline data, providing insights for informed decision-making.
- Integration: Implemented to capture leads from web forms and emails directly into the CRM, reducing manual data entry and improving lead management efficiency.
Tech-stacks Used
Sales Cloud, Salesforce Platform.
Business Outcomes
This collaboration resulted in substantial benefits:
- Single View of the Customer: Providing a comprehensive view of each customer’s interactions and history.
- Unified 360-degree Customer View: Providing a 360-degree view of customers and their inquiries, all within a single platform, reducing the time spent on navigating between systems.
- Alignment with Business Processes: The transition to Salesforce Lightning has reinvigorated the sales team’s engagement with Salesforce, surpassing the limitations of the earlier Legacy CRM.
- Enhanced Decision-making with Analytics: Excellent analytics empower the organization to make informed, data-driven decisions by enabling timely actions based on key metrics.
