The customer is involved in the design and manufacture of one of the world’s most extensive and cost-effective lines of thermal packaging solutions supporting the temperature sensitive shipping industry in protecting its critical product loads.
To improve decision making with Sales Cloud.
Challenges
- Transition to proposed sales cloud from legacy CRM with supported modules, records and objects.
- Effective sales cycle and customer data management to improve business performance and revenue.
- Seamless integration. between CRM and ERP data points to get better insights and improved business decisions.
- Adequate analysis and measurement of customer data and sales performance indicators.
- Continue to use CRM functionality while offline with outlook plugin and accessing critical information in real time with Mobile CRM.
- Implementation of lead intelligence, data synchronization and real time alerts with Act-on integration.
Solution
- Implementation of Sales Cloud with all setup extensibility, objects and reports.
- Develop customer data management module to handle the account and contact records effectively.
- Capture customer information and their interest for qualifying leads and to streamline the lead-to-opportunity conversion process.
- Develop customized reports and dashboards for real-time visualization of business process performances.
- Implement standard out of the box mobile CRM application and was integrated with Outlook to meet the CRM offline requirements.
- Integrate ERP system with Sales Cloud for unidirectional syncing of the accounts and order data.
- Integrate Act-on between ERP and Sales cloud for bidirectional data flow of contacts and leads.
Benefits
- Enhanced business revenue with 360° customer view.
- Better decision making by accessing critical information in real time with CRM and ERP integration in-place.
- Increased visibility and improved forecasting with Sales Performance Management.
- Better ROI and prospecting with effective lead management, lead scoring and advanced CRM mapping.
