Salesforce Powered Direct Seller CRM Platform & Marketing Automation

When an innovation-driven startup wanted to build a CRM platform for B2B2C direct sellers, Adita leveraged Salesforce and customized it to their specific business needs. The 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.

Project Highlights

The solution is built using Salesforce and is powered by AI technologies and Adita's proprietary software components that are tightly integrated into the platform. We leveraged Heroku, Marketing Cloud, Einstein Analytics, MuleSoft, and Service Cloud to build the platform.

The solution provides direct sellers / MLM agents with everything they need to run their business from one platform including:

  1. Prospecting and followup
  2. Account management
  3. Managing new seller onboarding and training
  4. Running targeted campaigns
  5. Communication and collaboration tools
  6. Executive dashboards

The CRM platform made it easy for the direct sales team to access critical data on the road from any device at any time providing 360 degree visibility of the operations to managers and the leadership team through a dashboard.

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