Salesforce Sales Cloud & High-Velocity Sales Implementation
Project Description
Our client needs Salesforce Sales Cloud and High-Velocity Sales expertise to transform the Sales Process. The objective was the implementation of Salesforce Sales Cloud and High-Velocity Sales for the client.
Industry
IT Professional Services
Products
Salesforce Sales Cloud
High-Velocity Sales
Project Challenges
The major challenge(s) to offer a comprehensive solution to the client:
- One of the sales rep pain points was the irrelevancy in data from Leads, Contacts, and Accounts. It affected the sales team’s productivity. Since the client had a high volatile in sales, it also affected almost all the sales reps.
- Considering the client’s high volume in sales, it was very important to prioritize leads to contact. Sales reps spent a lot of time prioritizing the callable leads, tasks, emails, phone calls, and activities. So, our client wanted a lead scoring process that helped the sales reps to prioritize their tasks and provide a winning sales process to close deals faster.
- Our client wanted to have a managed sales and marketing team with important KPIs.
Salesforce Sales Cloud & High-Velocity Sales Implementation
Our team assisted in identifying all the unused leads, contacts & accounts based on criteria. We generated the statistics based on criteria for unused leads and deleted irrelevant data using the data loader.
We extracted all the data from Salesforce and applied Fuzzy Lookup. As a result, we got two data sets: 1. One was the Duplicatesto be removed and, ▪ Updating the contract with client information ▪ Sending the contract to get all approvals
Project Results
- Sales Rep’s closing leads faster.
Extraction of unused leads, contacts, and accounts leads for utilization of clean data to achieve sales targets. - Increase Overall company performance.
Continuous performance monitoring of Sales reps leads to better management of tasks and enhanced productivity. - Reduced Prioritizing leads time.
Better management of past sales records leads to better business forecasts. - Better Sales Approach and increased Gratitude of Sales Reps
Streamlined process and improved data management resulted in a better sales approach.
Our customers love what we do
SP Tech has impacted over 3X in revenue around the world. Our contributions are quite evident in our customer success stories.
