Cymetrix provides FULL-CYCLE SALESFORCE CONSULTING SERVICES at every step of the digital transformation to help companies reach their business goals. Our expertise includes SF Set-up & Configuration, Customization, Development, Integration, Migration, Support & Maintenance, Training & Documentation.
Highlights of Project on ERP/CRM Software:
Completion date: 6 NOVEMBER 2019
CHALLENGE: - Despite a steady increase in lead generation, client was experiencing a low conversion rate. - Sales and service platform were disconnected, this caused inconsistent and un-informed sales calls. - From sales call updates, survey coordination, report uploads to design reviews – tracking at every stage required a lot of time and coordination by the team members. - Since the sales cycles are long, leads couldn’t be managed systematically, leaving gaps in follow ups and reducing chances of closing the deal. - From deal acquisitions to closure, there were many stages like surveys, reports, design, etc. The client couldn’t get visibility at the higher level i.e. which deal is at what stage of the process. As a result, they couldn’t project cash flows or do sales forecasting.
SOLUTION: - Cymetrix proposed a solution that not only enabled a single consolidated view of their leads and contacts, but also integrated with their existing storage platform – Google Drive. - We developed a custom SFDC Application providing single consolidated view of their leads and contacts
Solutions also provides for: - Directly fetching the lead information using their mail IDs in the Gmail itself, - Creating events and tasks related to leads & opportunities, - Implementation of Security using role based access - Logging the call summaries and analytics of the success they have achieved through their business. - Developed meaningful dashboards to give 360 degree view of the business to management
RESULTS:
- The solution proved to be a capacity multiplier for the team. They are now able to handle more business with better coordination
. - The client business managers gets better visibility for each opportunity
. - From lead to qualified lead to opportunity, it’s now easier to funnel and find out at what stage the leads are.
- For opportunity at every stage, they can add probability and project cash flows at any given stage helping in monthly, quarterly revenue forecasting
. - They’re able to make a better use of the data to make informed business decisions, like investing in new resources, up-selling and cross selling.
- The solution provided increased project processing efficiency and improved customer engagement and hence satisfaction.