Helping an IT Company Make the Best Use of Salesforce Lightning

Our Solutions

  • We set up a standardized and automated sales process with improved renewal operations

  • Our team configured Lead Management and Opportunity Management

  • We also implemented Lightning’s Path feature to improve selling experience and provide insights

  • Our experts used Kanban views to provide key information in brief

  • We transformed the client’s sales culture, processes and outcomes

  • Our specialists automated win-back and renewal opportunity management processes

  • We created reports and dashboards

Helping an IT Company Make the Best Use of Salesforce Lightning

Client Challenges

  • Salesforce Classic was not resulting in the desired close rates

  • The client was unable to access key sales data in a hassle-free manner

  • They lacked proper data analytics capabilities for real-time organizational overview

  • No streamlined opportunity management process

  • User adoption levels were lower than what were expected

  • Performance of even routine sales tasks took time, and this affected sales rep productivity

Business Outcomes

  • A 35% increase in conversion rate

  • The client is now able to access data in a hassle-free manner

  • A 360-degree real-time view of the sales organization

  • Effective opportunity handling through seamless collaboration and workflows

  • A 70% enhancement in user adoption

  • A 47% improvement in sales rep productivity


Implementation of Salesforce Lightning Resolves Issues with Close Rate and User Adoption, Resulting in a 35% Increase in Conversion Rate and a 70% Improvement in Adoption by the Sales Team