COMPANY

Global Thermal Packaging Solutions Provider

COUNTRY

USA

INDUSTRY

Travel & Transportation

Know this Customer
PRODUCTS OR SERVICES

Sales Cloud, Act-on

The customer is involved in the design and manufacture of one of the world’s most extensive and cost-effective lines of thermal packaging solutions supporting the temperature sensitive shipping industry in protecting its critical product loads.

To improve decision making with Sales Cloud.

Challenges

  • Transition to proposed sales cloud from legacy CRM with supported modules, records and objects.
  • Effective sales cycle and customer data management to improve business performance and revenue.
  • Seamless integration between CRM and ERP data points to get better insights and improved business decisions.
  • Adequate analysis and measurement of customer data and sales performance indicators.
  • Continue to use CRM functionality while offline with outlook plugin and accessing critical information in real time with Mobile CRM.
  • Implementation of lead intelligence, data synchronization and real time alerts with Act-on integration.

Solution

  • Implementation of Sales Cloud with all setup extensibility, objects and reports.
  • Develop customer data management module to handle the account and contact records effectively .
  • Capture customer information and their interest for qualifying leads and to streamline the lead-to-opportunity conversion process.
  • Develop customized reports and dashboards for real-time visualization of business process performances.
  • Implement standard out of the box mobile CRM application and was integrated with Outlook to meet the CRM offline requirements.
  • Integrate ERP system with Sales Cloud for unidirectional syncing of the accounts and order data.
  • Integrate Act-on between ERP and Sales cloud for bidirectional data flow of contacts and leads.

Benefits

  • Enhanced business revenue with 360° customer view.
  • Better decision making by accessing critical information in real time with CRM and ERP integration in-place.
  • Increased visibility and improved forecasting with Sales Performance Management.
  • Better ROI and prospecting with effective lead management, lead scoring and advanced CRM mapping.

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