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Overcoming Data Security and Productivity Issues with Salesforce (Case Study)
A robust, automated Customer Relationship Management (CRM) system goes a long way in enabling a company to carry out its sales and marketing activities in an effective, cost-efficient manner. The CRM system also allows the company to ensure safety of its customer data and get the required data reports for obtaining useful business insights. This, in turn, enables the company to take the right decisions at the right time, leading to business success. Unfortunately, many organizations still don’t use automated CRM systems, resulting in poor efficiencies, high operational expenditures, and ultimately, low profits.
Today, we will see how we helped a well-known injection mold manufacturer overcome its data safety and productivity challenges using Salesforce.
About the Client
The customer is a leading manufacturer of injection molds headquartered in North Vernon, Indiana. They have been serving several clients across the United States since 1966.
Project Overview
The client wanted us to develop an effective CRM solution to replace their paper-based sales and marketing processes. They also wanted to enhance their data security and come up with an effective data analytics framework.
Challenges Faced by the Client
The customer suffered from poor sales and marketing processes
They faced various issues with data security
The client faced problems with data entry errors due to extensive paperwork
The manufacturer could not send automated e-mail communications
They lacked a good data analytics system
How Solunus Resolved the Client’s Challenges
As part of our tailor-made solution, we implemented Salesforce CRM We also helped the injection mold maker to redesign their sales and marketing processes to enable them to use Salesforce effectively, besides developing an effective data security framework. Our solution also included the following:
Customizations and Creation of New User Roles for the Salesforce system
We worked with the manufacturing organization to customize Salesforce; we ensured all fields used to capture information about leads and page layouts were customized to meet the client’s unique needs. We also created new user roles in the Salesforce system to facilitate hassle-free usage of the enterprise IT platform by the customer’s team.
Integration of the Client’s E-mail System with Salesforce
Our specialists integrated the client’s e-mail system with Salesforce; this enabled the injection mold company to launch e-mail marketing campaigns and send updates to customers about their products, with little effort.
Delivery of Training to End-users and Development of Comprehensive User Manuals
Our experts imparted highly effective training to the end-users of the manufacturer. We also developed very comprehensive, simple-to-understand manuals that enable the users to fully utilize the Salesforce system.
Creation of a Robust Data Analytics System and Customization of Data Reports
We developed a data analytics system of high efficacy to help the customer get a 360-degree view of their sales and marketing operations. Our team also customized data reports and dashboards in Salesforce to meet the client’s specific internal data reporting requirements.