Boost Pipeline Accuracy and Growth with Salesforce Sales Cloud

Our client is a Japanese multinational electronic goods manufacturer. Their responses would focus on monitoring sales pipeline accuracy, identifying areas for coaching, and determining how to win more deals. They are globally acknowledged energy efficient HVAC technologists, exporters, manufacturers, and suppliers.

Challenges

Challenge was in seamlessly transitioning customers, dealers from sales to service and after-sale opportunities for the client. With multiple conversations and dealer networks across the board. The manufacturer couldn’t get a clear idea of the 360-degree view of new orders that were placed. They couldn’t get visibility into the stock or inventory they would need to fulfill the orders that were placed.

The client’s wanted help to integrate an existing HVAC supply chain model and to create a multi-user access portal that had optimized workflow for their widespread dealer network. This helped their teams assess their sales pipeline accurately. CRMIT delivered a futuristically aligned Sales Cloud implementation that shouldered an intelligent lead distribution channel to the sales, operations, and service managers.

Solutions

CRMIT utilized Salesforce Sales Cloud lightning capabilities to enable and streamline the life cycle of the manufacturer’s dealer network. The team delivered on time and set up a sustainable HVAC order management platform that gave clients exact visibility into their current and future work orders in real-time.

Deployed a self-service portal for global manufacturer that helps assess dealer performance with an accurate pipeline view. Clients planned channel sales ahead, could manage and save time on shipment and delivery. They could use single platform access, which delivered a sustainable HVAC order management-centered solution using a Salesforce Sales cloud for their B2B2C network.

CRMIT enabled a futuristic Salesforce sales cloud implementation that allows users to login and view update inventory, order, track the delivery of orders, increased collaboration across manufacturer’s internal sales teams; as well as the B2B / B2B2C dealers.

The self-service portal empowered multiple campaign promotions, tracking lead creations, converting the lead to opportunity, to closure as well as post-sales fulfillment were part of the implementation.

User role-based access can ‘View the Status’ of the Invoice (Paid/Open/In Progress). Developed an instant “Pay Now” option against each invoice record on the platform for the manufacturer.