The client is a leading Supply Chain Consulting and Freight Brokerage company. They utilize state-of-the-art technology that helps in optimizing the movement and storage of information between customers and carriers.
Challenge
- Implementation of Oracle CRM system in accordance to the Industry best practices thus catering to the customer's requirement and expectations.
- Customer Sales Process automation not supported by Oracle Sales cloud out of the box.
- Unified view of the sales team on both web interface and Outlook.
- Manual maintenance of lead information.
Solution
- Built groovy scripts to automate various business processes such as conversion of a lead to account and quick preview of notes.
- Configuration of Sales Cloud with Outlook.
- Setting up of import templates and mass import of leads helps in getting over the manual update.
Benefits
- Lead qualification improved by over 60%.
- Sales process automation provided a highly customer focused sales team that helped in improving customer relationship by up to 25%.
- Sales Cloud’s in-built data quality feature facilitates the maintenance of a clean customer and contact information which provides actionable insights to sales teams thus delivering better customer experience.
- Outlook integration & mobile application reduces time spent by sales reps in updating the system.
- Sales Performance management enabled sales teams on-boarding easier and quicker.
- Sales Performance management enabled sales teams on-boarding easier and quicker.