技术
- 功能应用 - 制造执行系统 (MES)
适用行业
- 教育
- 金融与保险
适用功能
- 销售与市场营销
用例
- 时间敏感网络
- 虚拟培训
服务
- 培训
关于客户
该客户是一家价值数百万美元的制造公司,之前曾因两次失败的 CRM 实施而苦苦挣扎。缺乏统一的 CRM 系统导致销售流程脱节,导致效率低下并错失机会。该公司拥有一支多元化的销售团队,包括国家、地区、内部和合作伙伴销售代表。他们需要一个集中的 CRM 系统和一种在公司层面管理 CRM 的统一方法。该公司还在寻找一种方法来确保完全采用新的 CRM 系统,这促使他们投资于销售代表的全面培训。
挑战
一家价值数百万美元的制造公司正在努力应对两次 CRM 实施失败的后果。缺乏统一的 CRM 系统导致销售流程脱节,导致效率低下并错失机会。例如,销售代表无法在行业会议期间将潜在联系人记录到移动 CRM 中。作为解决方法,他们采取在 Word 文档或 Excel 工作表中记录联系信息的方法。这种方法有两个主要缺点:无法跟踪新联系人之前是否与公司进行过互动,并且代表稍后会选择性地将联系人加载到 CRM 中,从而导致错失机会和重复工作。不一致的数据也使销售经理和高管难以生成准确的报告。该公司需要为其国家、地区、内部和合作伙伴销售代表提供集中式 CRM 系统,以及在公司层面管理 CRM 的统一方法。
解决方案
鉴于 Salesforce CRM 的先进功能,该公司决定改用 Salesforce CRM。为了确保顺利过渡,他们寻求了专门培训师的帮助,以找出当前销售运营中的弱点,并制定解决方案以达到 Salesforce 的理想状态。培训师在 ScreenSteps 中创建了一系列操作指南,涵盖从创建新机会等简单任务到报告和定价等复杂操作的所有内容。销售代表接受了为期一周的基于场景的现场培训,使用操作指南实时解决问题。这些场景是基于他们在现场可能遇到的情况。现场培训结束后,代表们在 ScreenSteps 中完成了 90 分钟的虚拟培训课程,并补充了与课程材料直接链接的知识库文章、操作视频和知识检查。
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