Helping an Analytics Solutions Provider Implement Salesforce to Get Complete Data Visibility

Our Solutions

  • We implemented Salesforce Sales Cloud, Salesforce CPQ and Pardot

  • Our experts developed a robust framework to automate various sales and service activities

  • We set up Salesforce CPQ to simplify the client’s complex product structure.

  • Our specialists implemented Adobe DocuSign .

  • We developed an effective system to send business e-mails, using Pardot

  • Our team helped migrate the data in multiple legacy systems to Salesforce

  • We configured real-time reports and dashboards for sales and service teams

  • Our business specialists streamlined various sales and service processes

Helping an Analytics Solutions Provider Implement Salesforce to Get Complete Data Visibility

Client Challenges

  • The client used multiple, disparate systems to carry out business operations

  • These systems were very poorly integrated, resulting in ineffective data synchronization

  • They were facing various data integrity challenges

  • The client could not generate real-time business reports

  • They did not have a 360-degree view of their customers

  • There was no effective mechanism to generate business documents

Business Outcomes

  • The client can now maintain all their data in Salesforce, very easily

  • Data accuracy levels of the company increased by nearly 25%

  • The company can now collect e-signatures and generate business documents without hassles

  • Sales rep experience has improved by 30%, as they can have all required data at their fingertips

  • Productivity levels of the client improved by 20%

Conclusion

Implementation of Salesforce Sales Cloud, Salesforce CPQ and Pardot Empower the Company to Eliminate the Need for Multiple Systems and Get a 360-degree View of Their Business