Sapours has been an Annual Maintenance Contract partner for the company.
As Salesforce consulting experts, we have helped several companies build a seamless sales experience, boost sales productivity, and close deals faster. We leveraged that experience to discover the gaps in the existing system, identify areas of improvement, and implement best practices to improve the overall sales process.
Here are the areas we helped the client with -
- Discovery and roadmap definition: We studied the company’s existing processes and identified gaps that hindered the sales team from closing sales quickly. Additionally, we suggested new functionalities and offered tailored Salesforce solutions aligned with their specific business requirements. We suggested taking a phased approach to implementing the new solutions and recommended focusing on the low-hanging fruits first. We reviewed and optimized the codes and implemented governance for ticket management to standardize it.
- Optimized Sales Cloud with best practices: We implemented a few best practices like standardizing ticket management processes, enabling efficient monitoring, and implementing improvements to expedite the sales process. These best practices enabled the client to boost its sales process efficiency.
- Configured comprehensive sales lifecycle: We configured Sales Cloud to streamline the end-to-end sales lifecycle. This enabled the client to streamline critical tasks such as campaign management, lead and opportunity tracking, order and invoicing processes, and quote generation.
- Sales pipeline customization: We understood the different business categories and designed a customized sales pipeline that catered to the unique requirements of each category. This helped the sales team to take a more laser-sharp approach to managing leads and opportunities and improve overall sales effectiveness.
- Standardized dashboards and reports: We empowered the company's sales team with standardized reports and dashboards. These reports and dashboards presented the consolidated sales metrics in a visually intuitive manner. This provided real-time insights into sales performance and helped the sales team make proactive and data-driven sales strategies.
- Seamless Gmail integration: We integrated Gmail with Salesforce to consolidate all email communications within the CRM and ensure that the sales team had access to all the vital information related to prospects and customers in a centralized location.