[Case Study]

Optimizing Salesforce Sales Cloud to Streamline Sales Processes for an Information Technology Innovator

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The customer is an information technology innovator that provides fraud prevention services using Salesforce Sales Cloud for managing its daily sales operations. They have different audiences using Salesforce Sales Cloud, namely Sales Managers, Advocates, and MAE.

They wanted to optimize their Sales Cloud with holistic dashboards for each audience. Additionally, they wanted to leverage CPQ-like features in their Sales Cloud such as the ability to quickly calculate Annual Recurring Revenue (ARR) and total contract value, without actually investing in the sales tool.

Download this case study to learn how we helped the customer to:

  • Get a unified view of data with customized dashboards for multiple sales audiences
  • Calculate ARR for multi-year deals
  • Streamline sales processes with contract cases

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Highlights

  • kpi-nps-icon 20 Percent Point Increase
    in NPS
  • kpi-manager-collaboration Improved Partner-Channel
    Manager Collaboration
  • kpi-channel-managers Better Performance Visibility
    to Channel Managers

We not only provided effective solutions for the above-mentioned roadblocks but also ensured high quality customized integration to enable smoother flow of records data.

This case study elucidates the steps we followed. If your company is planning to initiate Salesforce to Salesforce Integration, then this case study will offer immense value.

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