Case Study: Multinational Conglomerate Corporation providing medical, office, transportation and other products
Leadership needed more forecasting capability, improved sales tracking, and sales management tools.
The Global Application Management System used for sales forecasting and expected sales delivery was becoming cost prohibitive. The system required significant overhead to support the reporting needs of the division. Evolving business practices stymied due to technical limitations of the current system. Also, third party software reporting created management bottlenecks.
Implemented an insightful and scalable Salesforce solution by capitalizing on existing, reliable sales data. Inventoried pain-points from multiple levels within division’s sales group. SFDC delivery teams worked closely with the client’s global Salesforce team. Opportunity management was leveraged, along with a handful of adjacent data entities uniting common architecture across client’s enterprise. Solution development focused on a “declarative first” model with a minimal number of features relying on a code based solution.
Extensive, measured approval from the Sales group over past solution. Sales reps and management realized a “Lightning ready”, complete mobile solution. Leadership and managers experienced new clarity around product selling trends. Client partners benefited from efficiencies realized by the division. Other divisions at client site took note of efficiency gains. Strengthened enterprise position of Salesforce platform within one of the largest divisions of a multinational conglomerate corporation.
Training conducted by client business resources while working closely with development teams. Approximately 700 users were launched on the Salesforce solution globally.
Need: Leadership needed more forecasting capability, improved sales tracking, and sales management tools.
Approach: Implemented an insightful and scalable Salesforce solution by capitalizing on existing, reliable sales data.
Result: Strengthened enterprise position of Salesforce platform within one of the largest divisions of client’s organization.
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