Increase Opportunity Visibility through a Sales Force Automation Application
公司规模
Large Corporate
国家
- Worldwide
产品
- Salesforce.com Sales Cloud
技术栈
- CRM Integration
- Web Services
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Productivity Improvements
- Revenue Growth
技术
- 平台即服务 (PaaS) - 连接平台
- 应用基础设施与中间件 - API 集成与管理
适用行业
- Professional Service
- Software
适用功能
- 商业运营
- 销售与市场营销
服务
- 云规划/设计/实施服务
- 软件设计与工程服务
- 系统集成
关于客户
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.
挑战
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.
解决方案
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.
运营影响
数量效益
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