Our client was a UK based steel manufacturing companywho wished to adopt Salesforce as a means of improving its sales and marketing solutions. Realizing the breakdown of services and the need for an integrated CRM solution, the company engaged Wrinom as a consultant to conduct proper analysis, consulting on requirements, designing the CRM system and supervising the implementation process.
Key Challenges Faced By Solar Company Before Using Salesforce CRM
1. Inefficiencies and Data Silos
The current systems were proven to have drawbacks and data isolation, which negatively impacted the mastery of sales and marketing activities. This led to poor accountability, poor coordination, and poor capability to use collected data to make viable decisions.
2. Complex Workflows
The sales and service processes were complex and their management demanded a detailed approach to get the most out of the system’s implementation. That involved getting to know the business, its particularities and then creating a solution catering to its requirements.
3. Resistance to Change
One more factor that was significant for organizations to pave their way to platform adoption, was managing the resistance to change. The company also required to have clarification of some matters, to have the advantages of the new system explained and sold, and the necessary training done, so that the employees could be bought into the new system.
Solutions
1. Extensive Stakeholder Engagement
We carried out several meetings with business users in the organization including workshops, interviews and reviewing of documentation in order to understand the needs and expectations of users.
2. Process Analysis and Improvement
To know our evidence, we outlined the existing sales and marketing activities and practices the company engages in. Using this information, a new system was developed that would help to streamline the different processes and thus reduce inefficiencies.
3. Salesforce Solution Design
By utilizing Salesforce Sales Cloud, Experience Cloud as well as Service Cloud, we created a custom-made option to suit the firm’s special requirements and goals. Most strategies were designed to minimize costs, improve ways of handling information and boost the relationship with customers.
4. Meticulous Implementation
Thus, the approved solution was very scrupulously transferred, starting with data migration and ending with integration of systems and multiple testing. This was helpful in avoiding interruptions and interferences of the operations of the company.
Tools and Technologies Used
1. Salesforce Experience Cloud
2. Salesforce Shield
3. Salesforce Flow
4. Tableau CRM
5. Microsoft Teams
Results Achieved
1. Streamlined Operations
The new system also provided an automotive to make it operational and more efficient to tale. It reduced manual work and thereby made it less prone to errors and enhanced the rate of work.
2. Unified Customer View
Salesforce gave a single view of the customer where the firm was able to offer customer centric solutions to hiking the customers’ satisfaction. This situation ensured that organizations built more profound and intimate bonds with the clients, retained them for a longer period and as such, enjoyed higher amounts of customer lifetime value.
3. Prevented Lead Leakage
The organization’s lead tracking was proficient in making sure that no leads were lost allowing the organization to get the maximum response rate from each lead. This led to improved production and hence marketed quantities and sales revenue in the company.
4. Improved Efficiency
The new systems also greatly reduced the time required to process orders and solve issues related to them that enhanced customer relations as well as general performance.
5. Data-Driven Decision Making
Through reporting, and creation of dashboard, the company was in a position to make right decisions that propelled the success of Salesforce. It helps them to follow trends, to analyze results of their work and to define the best strategy for selling and marketing their products.
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