Security Service Provider Implements Salesforce Sales Cloud

Our customer faced the daily challenge of tracking and managing their own sales opportunities based on Outlook and Excel. This approach was not only time-consuming and difficult to trace, but also potentially led to missed opportunities and made it harder for the management team to gain a clear overview or forecast of the sales process.

We optimized and adapted our customer’s sales process. In combination with the implementation of Salesforce Sales Cloud, we delivered a solution that enables the automatic creation of quotations, includes automated steps within the sales process, and integrates approval workflows for the management team.

As a result, our customer now benefits from an automated sales process that makes it easy to track leads and sales opportunities, saves time, and provides both management and sales teams with a clear overview of all sales activities.

As a result, Salesforce Sales Cloud was successfully implemented for international sales and established as the central platform for the sales process.

The solution enables the automatic creation of quotations, thereby reducing manual effort as well as potential errors in day-to-day sales operations.

Leads and sales opportunities can now be tracked in a structured and transparent manner, allowing for better control and prioritization within the sales organization.

Both management and sales teams benefit from noticeable time savings and a clear overview of all relevant sales activities.