Leading propane distributor which employs more than 300 people to service and supply propane and oil to more than 80,000 residential and commercial customers in communities throughout United States.
In order to get a comprehensive customer view and streamline the sales process with enhanced productivity, it was required to implement sales cloud with additional functionalities.
Challenges
- Develop best practices, sales methods, assessments and process standardization with Sales Cloud implementation.
- Field mobility with price quote integration to Sales Cloud.
- E-signature integration with sales cloud to expedite deal closures and securing the documents at the same time.
- Integration with JD Edwards to get better access to critical information like customer data, lead and opportunities.
Solution
- Implementation of Sales Cloud with standard modules, custom fields, additional functionalities and best practices to ensure user adoption.
- Integrate CRM++ pricing and quote solution to Sales cloud with web, mobile and offline capabilities to send quotes from anywhere, anytime and any device.
- Implement CRM workflow and business process –
- Customer Data Management – Accounts and contacts management with 360 ° view of customer data.
- Lead Management – Convert leads to opportunities and update in JD Edwards.
- Job setup Form Management – Opportunity module with ability to create job set-up form and add materials as Product Line items.
- Product and Pricing – Fetch product catalogue data from JD Edwards to respond quickly and accurately to customer enquiries.
- Integrate JD Edwards to replicate the Customer & product/pricing data, and return lead & opportunity data to JD Edwards.
- Integrate Adobe EchoSign to shorten sales cycle with secured transactions.
Benefits
- Comprehensive customer data management including deduping and cleansing, providing an unified view of customers with BI dashboards.
- Better contract value with greater visibility that encourages employee usage and enables proactive relationship management for better compliance.
- Enhanced ROI and business revenue with customer data and lead management.
- High productivity with real-time access to critical information floating across the organization.
