Streaming Platform Provider – Salesforce

Challenges

• The company’s sales team was using outdated tools to manage their sales activities, that was resulting in inefficient and time-consuming processes.
• The limited visibility into understanding the sales pipeline and customer interactions made it difficult to identify and prioritize opportunities.
• Inconsistencies in data and reporting made it challenging to forecast sales and measure performance.
• Their sales team lacked a centralized system for managing leads and accounts, leading to missed opportunities and duplication of effort.
• The company required a solution that was scalable as the sales team continued to grow.

Solution

• Team of TIS implemented Salesforce Sales Cloud to consolidate the company’s sales processes, which provides a single source of truth for all customer interactions and activities.
• The solution consists of customized dashboards and reports to provide visibility into the sales pipeline and track performance metrics.
• The team also integrated Sales Cloud with their marketing automation platform to streamline lead management and improve lead quality.
• All the sales processes were automated using workflows and approval processes, reducing manual effort and increasing efficiency.
• The solution was designed to be scalable, allowing for continued growth and expansion of the sales team.