Jul 12, 2022
No image
Ongoing
Billing Solution for Client
$5,000+
4-6 months
United States
2-5
Service categories
Service Lines
Artificial Intelligence
Cloud Consulting
IT Services
Mobile Development
Domain focus
Other
Technology
Challenge
The client sought to digitalize their end-to-end processes across both their B2B and B2C businesses.
Our client has chosen Salesforce as their primary business support tool for customer-facing staff in their call centers, stores, partner organizations and sales teams.
The client sought to digitalize their end-to-end processes across both their B2B and B2C businesses.
Our client has chosen Salesforce as their primary business support tool for customer-facing staff in their call centers, stores, partner organizations and sales teams.
Solution
Maximise security, & meet organisational compliance.
Integration for marketing automation and data warehouse solutions.
Facilitation of workshops to determine the enhanced Sales Pipeline and Opportunity management with contract management in Conga & CPQ
Maximise security, & meet organisational compliance.
Integration for marketing automation and data warehouse solutions.
Facilitation of workshops to determine the enhanced Sales Pipeline and Opportunity management with contract management in Conga & CPQ
Results
An improved uptake of Salesforce, resulting in better data quality and improved business insights.
Better sales pipeline information being entered in the system and
Improved communications between Sales, Legal and customer onboarding teams by 100 %.
An improved uptake of Salesforce, resulting in better data quality and improved business insights.
Better sales pipeline information being entered in the system and
Improved communications between Sales, Legal and customer onboarding teams by 100 %.