We created 2 Visualforce web-to-lead forms
Our developers customized fields and page layouts for all the 3 departments
We developed email templates for lead assignment, auto-responses and prospects.
Our team set up a completely unique sales process for all 3 departments.
We created custom templates for generating invoices, contracts and agreements (in PDF) for all the 3 departments.
We also Installed and configured an app to track events, rentals and tickets
Enabling a Community College System Fully Harness Sales Cloud
The client has 10 Salesforce licenses, but user adoption is very low
Their Salesforce system was not fully configured
The CRM system was used by 3 departments, and this caused concerns about data privacy
The client was unable to track events, ticket sales, volunteer activities and donations
Outlook was used for communication and coordination among team members, and this resulted in problems
User adoption levels have increased considerably (40%)
All sales activities are now carried out using Salesforce
The users of the 3 departments can use Salesforce, without any hassles, in a secure manner
All users can now communicate and coordinate seamlessly
The client can now track all volunteers and donors on Salesforce;
They’re also able to track sales and volunteer hours at both contact and household levels
Revenues from rental, catering and training activities can now be tracked very accurately
The client’s revenues have gone up by 38%
Implementation of Sales Cloud Resolves Issues with Poor Configuration of Salesforce System and Low User Adoption, Resulting in a 40% Improvement in User Adoption Levels and a 38% Increase in Revenue