CRM & Marketing Automation- Salesforce Powered Direct Seller CRM Platform

[vc_row bg_type=”image” parallax_style=”vcpb-default” bg_image_new=”id^11266|url^https://www.aditatechnologies.com/wp-content/uploads/2022/10/crm.jpg|caption^null|alt^null|title^crm|description^null” bg_image_repeat=”no-repeat” bg_img_attach=”fixed” el_class=”top-banner-row cad-mob mob-banner inner-banner” css=”.vc_custom_1666008301161{padding-top: 80px !important;padding-bottom: 80px !important;}”][vc_column][vc_row_inner][vc_column_inner el_class=”mob-hide” width=”1/6″][/vc_column_inner][vc_column_inner width=”2/3″][vc_custom_heading text=”CRM & Marketing Automation- Salesforce Powered Direct Seller CRM Platform” font_container=”tag:h2|text_align:center|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal” el_class=”banner-content-div”][/vc_column_inner][vc_column_inner el_class=”mob-hide” width=”1/6″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1666075296848{padding-top: 0px !important;padding-right: 5% !important;padding-bottom: 65px !important;padding-left: 5% !important;}” el_class=”project-highlights card-with-icon cad-mob”][vc_column][vc_custom_heading text=”Salesforce Powered Direct Seller CRM Platform – Case Study” font_container=”tag:h4|font_size:25|text_align:left|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_custom_heading text=”Our solution provides direct seller / MLM agents with everything they need to run their business from one platform. It also provides companies with tools to get a 360 degree view of their operations and manage it.” font_container=”tag:p|font_size:16px|text_align:left” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal” css=”.vc_custom_1666008464078{margin-bottom: 0px !important;padding-bottom: 0px !important;}”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1666008422752{padding-top: 0px !important;padding-right: 5% !important;padding-bottom: 65px !important;padding-left: 5% !important;background-color: #f2f2f2 !important;}” el_class=”project-highlights card-with-icon cad-mob”][vc_column][vc_custom_heading text=”Project Highlights” font_container=”tag:h4|font_size:25|text_align:left|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_column_text]

  1. A startup wanted to build a new CRM that would make it simple, fast, and affordable for direct sellers to market their micro-businesses.
  2. We partnered with them to build an end-to-end Salesforce-powered CRM and Marketing Automation platform that could handle all aspects of direct selling, including:

    ● Prospecting and followup

    ● Account management

    ● Managing new seller onboarding and training

    ● Running targeted campaigns

    ● Communication and collaboration tools

    ● Executive dashboards

  3. The result was an intuitive platform that made it easy for members of the direct sales team to log in from any device at any time and see what they needed to do next, while also making sure that various stakeholders have complete visibility of the operations.

[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1666266603618{padding-top: 0px !important;padding-right: 5% !important;padding-bottom: 15px !important;padding-left: 5% !important;}” el_class=”project-highlights card-with-icon cad-mob”][vc_column][vc_custom_heading text=”Find the case study interesting? Fill the form below to download it-” font_container=”tag:p|font_size:18px|text_align:left” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][/vc_column][/vc_row][vc_row full_width=”stretch_row” disable_element=”yes” css=”.vc_custom_1665053262533{padding-right: 5% !important;padding-bottom: 65px !important;padding-left: 5% !important;background-color: #f2f2f2 !important;}” el_class=”project-highlights cad-mob card-with-icon”][vc_column][vc_custom_heading text=”Project Highlights” font_container=”tag:h4|font_size:25|text_align:center|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_row_inner gap=”35″][vc_column_inner el_class=”card-container” width=”1/3″ css=”.vc_custom_1664535376494{padding-top: 35px !important;padding-right: 35px !important;padding-bottom: 0px !important;padding-left: 35px !important;background-color: #ffffff !important;border-radius: 15px !important;}”][vc_single_image image=”10675″ css=”.vc_custom_1664535790894{margin-bottom: 0px !important;}”][vc_custom_heading text=”Salesforce powered innovative solution for direct selling / MLM businesses.” font_container=”tag:h4|font_size:18px|text_align:left|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][/vc_column_inner][vc_column_inner el_class=”card-container” width=”1/3″ css=”.vc_custom_1664535496933{padding-top: 35px !important;padding-right: 35px !important;padding-left: 35px !important;background-color: #ffffff !important;border-radius: 15px !important;}”][vc_single_image image=”10878″ css=”.vc_custom_1664536233638{margin-bottom: 0px !important;}”][vc_custom_heading text=”We delivered the architecture in 6 weeks and the MVP in 4 months.” font_container=”tag:h4|font_size:18px|text_align:left|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][/vc_column_inner][vc_column_inner el_class=”card-container” width=”1/3″ css=”.vc_custom_1664535447341{padding-top: 35px !important;padding-right: 35px !important;padding-left: 35px !important;background-color: #ffffff !important;border-radius: 15px !important;}”][vc_single_image image=”10879″ css=”.vc_custom_1664536247256{margin-bottom: 0px !important;}”][vc_custom_heading text=”Our client’s net value increased to $ 30 million in less than 6 months.” font_container=”tag:h4|font_size:18px|text_align:left|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][/vc_column_inner][/vc_row_inner][vc_custom_heading text=”The solution was created with one goal in mind: to give direct sellers everything they need to run their business from one platform. It helps them increase productivity, drive sales and boost replenishment by giving them the tools they need to be more efficient in every area of their operations.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][/vc_column][/vc_row][vc_row full_width=”stretch_row” disable_element=”yes” css=”.vc_custom_1665053274235{padding-top: 25px !important;padding-right: 5% !important;padding-bottom: 35px !important;padding-left: 5% !important;}”][vc_column][vc_custom_heading text=”Client Profile” font_container=”tag:h4|font_size:25px|text_align:center|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_custom_heading text=”MarGo is an innovation-driven B2B enterprise software company. The company helps businesses integrate CRM with digital marketing services to streamline B2B2C go-to-market processes. The company was founded in 2013 and is based in North Carolina, United States.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”Our client’s primary objective is to help direct selling businesses increase revenue by improving their sales and marketing effectiveness. By combining analytics tools with the most advanced technologies available today, the company provides its clients with a complete solution for all of their operational needs. This allows them to make informed decisions about their business operations and achieve optimal performance in the marketplace.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][/vc_column][/vc_row][vc_row full_width=”stretch_row” disable_element=”yes” css=”.vc_custom_1665053285191{padding-top: 25px !important;padding-right: 5% !important;padding-bottom: 35px !important;padding-left: 5% !important;background-color: #f2f2f2 !important;}”][vc_column][vc_custom_heading text=”The Challenge” font_container=”tag:h4|font_size:25px|text_align:center|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_custom_heading text=”Some of the largest direct selling and MLM companies have millions of agents and billions of target customers. Each company creates trillions of transactions and messages related to Sales, Marketing and Service. In the past, direct sellers had to rely on multiple tools and processes to manage their businesses. This created a fragmented experience for both customers and sellers, who would often have to deal with multiple tools for different aspects of their business.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”The company’s founders saw a gap in the market—direct sellers were stuck with cumbersome tools that didn’t provide them with all they needed to run their businesses. The founders knew they could do better, and they set out to create a solution that would empower direct sellers with the right tools to manage their business, drive sales and revenue through effective prospecting, follow-ups and targeted campaigns, and take engagement and collaboration in direct sales businesses to the next level.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”They came to us with an idea that was just getting off the ground. They wanted to create a new CRM that would make it simple, fast, and affordable for direct sellers to market their micro-businesses. They approached us for our past experience in turning innovative ideas into market-ready products and strong technology expertise and talent pool.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”We partnered with them to build an end-to-end management system that could handle all aspects of direct selling.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][/vc_column][/vc_row][vc_row full_width=”stretch_row” disable_element=”yes” css=”.vc_custom_1665053293337{padding-top: 25px !important;padding-right: 5% !important;padding-bottom: 35px !important;padding-left: 5% !important;}”][vc_column][vc_custom_heading text=”Our Approach” font_container=”tag:h4|font_size:25px|text_align:center|color:%230e3f66″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_custom_heading text=”We love being able to take an idea and turn it into a product that becomes a market success. We knew the CRM we were building was going to be a big investment, so we wanted to make sure that it would be able to scale as we added more users and data.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”We started by doing a requirement analysis. We conducted interviews with key stakeholders, including the CEO, to understand his product vision in detail. We also reviewed existing documentation and conducted an analysis of the company’s current systems. After studying the client’s requirements, we proposed a customized solution based upon Salesforce platform. We also suggested ways to improve the solution based on our experience with other similar projects.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”We leveraged following Salesforce products and open source technologies to build the CRM and Marketing Automation platform for the direct sales industry-” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_column_text]

  • Heroku
  • Marketing Cloud
  • Einstein Analytics
  • MuleSoft
  • Service Cloud
  • Angular
  • Node
  • Ionic

[/vc_column_text][vc_custom_heading text=”We delivered the architecture in 6 weeks and the MVP in 4 months from the date of signing the contract.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_row_inner content_placement=”middle” css=”.vc_custom_1664537921190{padding-right: 5% !important;padding-left: 5% !important;}”][vc_column_inner width=”1/2″][vc_single_image image=”10881″ img_size=”full”][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”10880″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_custom_heading text=”Key Features” font_container=”tag:h4|font_size:20px|text_align:center|color:%23000000″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_column_text]

  • Available in both desktop and mobile app versions.
  • Sellers can drive prospecting, follow-ups, personalize and execute multi-channel, multi-touch campaigns.
  • Dashboard to provide complete visibility of their accounts, customers, sales and more.
  • Direct seller leaders can onboard new recruits, train and oversee their activities.
  • Corporate Marketing staff can launch campaigns triggered by events such as abandoned carts and past browsing history of customers.
  • Corporate staff can quickly create new content and update existing collateral for hyper-personalized engagement with customers.
  • Smart communication platform to facilitate engagement between field sellers, corporate, and customers.
  • An executive dashboard for real-time performance monitoring with visibility across business units and regions.
  • A simple interface for system administrators to monitor system performance, log management, user management, access controls and more.
  • Support through Salesforce Community Cloud-Case management, knowledge article, Chatbot etc.

[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row” content_placement=”middle” disable_element=”yes” css=”.vc_custom_1665053303882{padding-top: 25px !important;padding-right: 5% !important;padding-bottom: 35px !important;padding-left: 5% !important;background-color: #f2f2f2 !important;}”][vc_column][vc_custom_heading text=”Results” font_container=”tag:h4|font_size:20px|text_align:center|color:%23000000″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_custom_heading text=”Our solution became the first CRM and Marketing automation platform for the Direct Sales industry. marGo became the first CRM and Marketing automation platform for the Direct Sales industry. The company’s net value increased to $ 30 million in less than 12 months. The solution has been adopted by several companies across the world and has helped them achieve significant growth in their business.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”For the end-users, our solution helped in-” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_column_text]

  • Empowered direct sellers with the right tools to manage their business.
  • Drive Sales & Revenue through effective prospecting, follow-ups and targeted campaigns.
  • Took engagement and collaboration in direct sales businesses to the next level.

[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row” content_placement=”middle” disable_element=”yes” css=”.vc_custom_1665053313053{padding-top: 25px !important;padding-right: 5% !important;padding-bottom: 35px !important;padding-left: 5% !important;}”][vc_column][vc_custom_heading text=”Who We Are” font_container=”tag:h4|font_size:20px|text_align:center|color:%23000000″ google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_custom_heading text=”At Adita Technologies, we believe that technology is central to business success today. When you partner with us, we’ll help you leverage the latest innovations in technology to create a competitive advantage for your company.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”Our innovative approach and deep domain expertise give us the ability to provide both strategic and tactical solutions that fit your needs. We’ll work with you to develop strategies for success, then put them into action by implementing the appropriate technology and services.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”Our team is dedicated to helping businesses find solutions to their most pressing needs. We have the expertise you need to succeed in today’s increasingly digital world.” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][vc_custom_heading text=”Contact us to learn more:” font_container=”tag:p|font_size:16px|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][ult_createlink title=”https://www.aditatechnologies.com/contact-us/” btn_link=”url:https%3A%2F%2Fwww.aditatechnologies.com%2Fcontact-us%2F”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” bg_type=”bg_color” bg_color_value=”#0e3f66″ el_class=”form-text-white”][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][vc_empty_space height=”50px”][vc_custom_heading text=”Ready To Build A Custom App?” font_container=”tag:h4|text_align:center|color:%23ffffff” google_fonts=”font_family:Quicksand%3A300%2Cregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”]

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