Our Solutions

• We created 10 users -- 1 administrator and 9 sales representatives/managers

• Our team customized lead fields and page layouts for all departments

• We also created email templates for assigning leads and sending auto-responses to prospects

• Our team developed simple-to-understand user-manuals

• We created custom templates for generating invoices, contracts and agreements (in PDF format)

• Our experts developed custom reports and dashboards for sharing information in real time

• We integrated Outlook and customized the Home page

Helping an Injection Mold Company Leverage Salesforce CRM

Client Challenges

• The Home page was not customized, and new processes were not set up

• Ensuring safety of data since 3 departments were planning to use Salesforce.

• A lot of paper-based data was not captured in the new Salesforce system

• Outlook was not integrated effectively, and this created many problems

• No system to provide insights in real time

Business Outcomes

• The Home page and new processes are fully customized

• The client’s data is completely secure

• Users are able to execute all marketing and sales activities using Salesforce

• All data is captured in the Salesforce system

• Outlook is fully configured with Salesforce and emails can now be sent seamlessly

• The management team can now access all marketing and sales reports in real time

• A 50% improvement in user productivity

• A 30% increase in revenue