Increase Opportunity Visibility through a Sales Force Automation Application
Customer Company Size
Large Corporate
Country
- Worldwide
Product
- Salesforce.com Sales Cloud
Tech Stack
- CRM Integration
- Web Services
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Productivity Improvements
- Revenue Growth
Technology Category
- Platform as a Service (PaaS) - Connectivity Platforms
- Application Infrastructure & Middleware - API Integration & Management
Applicable Industries
- Professional Service
- Software
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- Cloud Planning, Design & Implementation Services
- Software Design & Engineering Services
- System Integration
About The Customer
The client is a prominent player in the Hi-tech Services sector, offering technology solutions to customers on a global scale. They are focused on enhancing their sales and marketing processes to better manage leads, improve sales efficiency, and increase revenue. The company sought to implement a sales force automation application to streamline their operations, allowing their sales teams to manage the lead-to-quote process more effectively, sell more, and capitalize on upselling and cross-selling opportunities. By choosing Salesforce.com as their platform, they aimed to simplify and optimize their marketing and sales business processes, ensuring a more integrated and efficient approach to customer relationship management.
The Challenge
The client, a leading Hi-tech Services player, faced several challenges in managing their sales and marketing processes. They needed a one-stop-shop to manage and execute focused campaigns globally and across various service offerings. Effectively managing leads from campaigns and external lists, implementing a robust conversion process, and managing the opportunity life cycle were critical needs. Additionally, they required tools for competition analysis, revenue recognition, and integration with other enterprise systems to trigger downstream provisioning. Sales and marketing analytics, along with spatial reporting to enable easy access for sales teams, were also necessary to optimize their operations.
The Solution
Happiest Minds proposed a comprehensive solution using Salesforce.com Sales Cloud to address the client's needs. The solution was designed to be agile, scalable, and cost-effective, meeting the client's requirements for optimizing business process modules. The engagement involved providing Discovery, Advisory, Development, Implementation, and Maintenance services, along with Business Process Consulting and Web services. Key technical highlights included CRM integration with enterprise systems, integration with the Marketing Campaign Execution System, spatial reporting of key Salesforce.com data, and a customized revenue recognition module. Happiest Minds' proprietary accelerators and deep expertise in data migration and integration ensured a seamless implementation, resulting in high client satisfaction.
Operational Impact
Quantitative Benefit
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