05 Jun 2023
With an international security service provider, we proposed ourselves to help our client in optimizing and automate a completely manual sales process. Our client was facing every day the challenge to follow and track their own opportunities (outlook and excel based), which besides being time consuming and hard to follow, might result in potentially loss of opportunities and difficult to provide an overview or forecast about sales process to management teams.
We optimized our client sales process adjusting it to their reality and delivered it along with a Salesforce Sales Cloud implementation, with quote generation (automatic creation of quotations), automated steps within salesforce sales process and with approval processes for management team. As a result, our client has an automated sales process, that can easily follow-up leads and opportunities, saving time and helping management and sales departments to have a clear overview of their sales.
Sales Cloud implementation for international sales
Automatic creation of quotations
Follow-up of leads and opportunities
Time savings for management and sales