In a challenging business environment, it’s critical to stay connected at all times. That’s why you need access to real-time customer data to get the right information at the right time. This reminds me of one of the Salesforce.com CRM implementations that I was involved in for a leading travel management client.
The company was encumbered with incongruent business processes, hampering efficiency and agility. They needed to improve their sales processes and bring in transparency into the sales performance cycle.
There was a need for a systematic framework for revenue inflow from various vertical businesses, and a centralized sales automation system to track accurate sales data. Inadequate real time analytics and sales forecasting was a challenge that was hampering their business growth.
To resolve these challenges we have implemented Salesforce.com that addresses several of these business challenges faced by the Travel businesses. With this implementation it became easy for them to view key actions right from customer visits to closing the sales deal. Also, viewing lead reports based on regions and verticals is no more a hurdle.
With Salesforce.com they have been provided with unique features like Customer profitability evaluation pre-offer customized on various parameters for each business verticals and enabled complete transparency in contractual agreements/approvals and opportunities won. Additionally, Salesforce.com enabled a 360 degree view of actual and estimated contracted value recorded in the form of figures and graph.
Our client experienced many benefits after this implementation as they are now equipped with centralized sales automation repository that provides more accurate and consistent sales data. There was an improved communication and collaboration between sales reps across regions. Region and industry specific reporting and analytics helped our client in taking proactive decisions.
This implementation was a very interesting learning experience for me. It has given me another opportunity to resolve our client’s challenges with a single solution.
Hope you enjoyed reading my experience. If you would like to share your experience, write to us at firstname.lastname@example.org. I look forward to reading about your experiences & challenges.