We built a Salesforce powered online quoting system to help customers to manage their quotes, approvals and delivery status online. Integrated systems that helped sales and channel sales teams to raise quotes and invoices directly from CRM, reducing the manual efforts across the board and increased productivity by 30%.
- A leading manufacturer of liquid disinfectants was facing many technical challenges – they lacked a centralized database or CRM system to manage customer relationships, sales teams managed customer contacts in outlook and excel and no marketing system for customer acquisition. This led to opportunities falling through the cracks, inaccurate sales and marketing reporting.
- We leveraged Salesforce to build an online quoting system to manage their quotes, approvals and delivery status online. We implemented Sales cloud, Marketing Cloud, Community Cloud and integrated with WooCommerce and Quickbooks to bring all data in one place. We also enabled real time reporting across the different channels such as online sales, B2B sales and channel sales.
- Our solution helped our client improve customer satisfaction by 50% and increased productivity by 30%.
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