Transformed Pre-Sales for a Steel Giant, implementing a Smart Salesforce Solution
Quick Glimpse
Our Salesforce implementation for a leading steel manufacturer streamlined pre-sales and sales, boosted user adoption, and automated workflows, while integrating with Microsoft Project for seamless project transitions and enhanced operational efficiency.
Business Impact
- 15% ↑ in user adoption of Salesforce across the sales team and call center agents
- Automated lead assignments and streamlined opportunity conversion, reducing manual processes
- Seamless handover to the project execution team, enhancing project efficiency
Tech Stack
- Salesforce Sales Cloud
- Experience Cloud
- CTI Integration
Project Highlights
- Single Source of Truth for all pre-sales and sales activities
- Seamless Integration with Microsoft Project (MSP) for smooth project handover
- CTI & Dynamic Scripts for efficient pre-sales calls and lead scoring
- Custom Entities to automate lead assignment, design, costing, and quotes
- KPI Dashboards tracking revenue, pipeline opportunities, and user adoption
Industry
Manufacturing
Challenge
The client faced challenges with manual sales processes, disconnected systems, and low user adoption of their existing tools. They needed a solution to centralize their pre-sales and sales activities, automate workflows, and integrate seamlessly with Microsoft Project to improve lead management and ensure smooth project handovers to the execution team.
How we helped
We implemented Salesforce as the central platform, integrating it with Microsoft Project to ensure a smooth transition from sales to execution. By enabling CTI and dynamic scripts for pre-sales calls, we streamlined lead scoring and assignment. Custom entities automated the management of design, costing, and quotes with multi-level approval processes, driving higher user adoption and reducing manual tasks.
