Sales Cloud

An Automotive technology provider

Type
Sales Cloud
Services
Salesforce Development‎ ‎ ‎ Data migration
Technologies
Salesforce Platform ‎ ‎ LWC ‎ ‎ Javascript ‎ ‎ Apex ‎ ‎ SOQL ‎ ‎ Lightning Pages ‎ ‎ Custom Settings ‎ ‎ Quote Generation ‎ ‎ Reports
Project Overview

A big European player in the automotive industry, specializing in cutting-edge automotive technology solutions.

Our client, is a big European player in the automotive industry, specializing in cutting-edge automotive technology solutions. With a global presence, they lead the way in providing solutions for automotive manufacturers and suppliers. Company is committed to driving advancements in vehicle technology, safety, and sustainability.
Work Image

Challenge

The primary challenge presented to us was the need to accelerate sales processes and unlock new business opportunities through the implementation of a Salesforce Customer Relationship Management (CRM) solution. The client sought a migration from their legacy CRM system to Salesforce, with a particular focus on harnessing the advanced features offered by Salesforce Sales Cloud.

Solution

Our approach began with an analysis of the client's specific requirements, followed by an examination of their existing Salesforce business logic to preempt any potential complications during data migration. Subsequently, we configured several critical components, including out-of-the-box Lead conversion, Pricelists, and Quote generation functionalities within Salesforce Sales Cloud. This strategic overhaul not only streamlined the client's outdated model structure but also empowered their sales teams to pivot towards a more sales-centric focus, significantly reducing time spent on administrative tasks and boosting overall productivity.

Results

  • Reduction in administrative-related workload - 24%.
  • Increase in overall productivity - 31%.
  • Decrease in lead conversion time - 36%.

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