Project overview:

A major US retailer needed help with tracking sales, the leads generated through various channels, and help them with territory management.

Leads were generated through various channels such as online sources, trade shows, and customer references, necessitating a robust tracking system to manage CRM data effectively.

It was crucial to ensure that the right territory sales teams managed these leads and that the information was visible to the appropriate team members.

Proper roles and responsibilities management was required for 160 individuals.

Technology Implemented:

Salesforce Sales and Territory management modules were implemented to track leads and facilitate their conversion into sales and contract closure.

Results:

– Implemented a scalable out-of-the-box solution suitable for over 200 sales team members, successfully managing over 500 million in business transactions.

– Established pre-defined sales territories based on locations.

– Assigned records based on locations to prevent access errors.

– Provided reporting and analytics capabilities tailored to specific locations.

– Implemented Salesforce’s sales engagement tools to centralize communication, tasks, and customer data, thereby streamlining the sales process and enhancing productivity for the Inside Sales Team.

– Configured work queues and email templates for standardized communication across the organization.

Project Overview:

The marketing team acquired customer lists from various sources such as the web, trade shows, and references. They lacked a centralized customer database to maintain a single version of customer information, create targeted marketing campaigns based on customer interests, and analyze campaign performance. Integration with Sales Cloud was necessary for the sales team to take further action.

Solution and Technology involved:

Salesforce Marketing Cloud was deployed to manage a unified view of customers and generate tailored campaigns. Additionally, custom analytics were developed to assess campaign effectiveness.

Results:

– Implemented Marketing Cloud successfully to send out over 200,000 emails per month.

– Consolidated the existing customer database to create a single customer view.

– Automated the generation of Marketing Campaign Analytics.

– Established infrastructure to facilitate future campaign creation using standardized data objects.

– Provided reporting and analytics capabilities to evaluate the performance of each campaign.

– Shared development best practices with the team to enhance future campaign initiatives.

Project Overview:

The client required a centralized platform to store, manage, and monitor contracts, aiming to enhance compliance, mitigate risks, foster collaboration, and optimize contract performance.

Integration with Salesforce was crucial for tracking contract statuses and linking them to individual customers.

Additionally, there was a need for AI-driven data extraction for over 60,000 contracts to build a contract analytics database, monitor contract expirations, and evaluate revenue against contracts.

Solution and Technology implemented:

Various solutions available in the market, such as Docusign, Conga, and Legiit, were evaluated to address the identified challenges. Legiit was selected for the implementation.

Results:

– Implemented Legiit CLM and successfully migrated 60,000 contracts into the system.

– Developed custom AI-driven data extraction capabilities using Legiit’s proprietary document generation LLM.

– Automated contract reminders prior to expiration, leading to a 20% increase in revenue generation.

– Provided robust reporting and analytics functionalities to assess customer performance relative to contract terms.- Shared development best practices with the team to enhance future campaign initiatives.

Project Overview:

The organization needed a centralized platform to oversee its fleet of chargers (CMS) and to select the appropriate hardware and software CMS solution for future needs.

Solution and Technology implemented: Various solutions in the market, such as Autel and Siemens, were examined to tackle the identified challenges.

Results:

– Implemented a strategy to oversee over 5,000 chargers in the field and establish a support center to identify issues proactively.

– Assessed different EV CMS options available in the market and selected the most suitable CMS to fulfill client requirements.

– Offered comprehensive reporting and analytics capabilities to evaluate energy consumption, charging times, and EV status.

Project overview:

A major US retailer needed help with tracking sales, the leads generated through various channels, and help them with territory management.

Leads were generated through various channels such as online sources, trade shows, and customer references, necessitating a robust tracking system to manage CRM data effectively.

It was crucial to ensure that the right territory sales teams managed these leads and that the information was visible to the appropriate team members.

Proper roles and responsibilities management was required for 160 individuals.

Technology Implemented:

Salesforce Sales and Territory management modules were implemented to track leads and facilitate their conversion into sales and contract closure.

Results:

– Implemented a scalable out-of-the-box solution suitable for over 200 sales team members, successfully managing over 500 million in business transactions.

– Established pre-defined sales territories based on locations.

– Assigned records based on locations to prevent access errors.

– Provided reporting and analytics capabilities tailored to specific locations.

– Implemented Salesforce’s sales engagement tools to centralize communication, tasks, and customer data, thereby streamlining the sales process and enhancing productivity for the Inside Sales Team.

– Configured work queues and email templates for standardized communication across the organization.

Project overview:

A major US retailer needed help with tracking sales, the leads generated through various channels, and help them with territory management.

Leads were generated through various channels such as online sources, trade shows, and customer references, necessitating a robust tracking system to manage CRM data effectively.

It was crucial to ensure that the right territory sales teams managed these leads and that the information was visible to the appropriate team members.

Proper roles and responsibilities management was required for 160 individuals.

Technology Implemented:

Salesforce Sales and Territory management modules were implemented to track leads and facilitate their conversion into sales and contract closure.

Results:

– Implemented a scalable out-of-the-box solution suitable for over 200 sales team members, successfully managing over 500 million in business transactions.

– Established pre-defined sales territories based on locations.

– Assigned records based on locations to prevent access errors.

– Provided reporting and analytics capabilities tailored to specific locations.

– Implemented Salesforce’s sales engagement tools to centralize communication, tasks, and customer data, thereby streamlining the sales process and enhancing productivity for the Inside Sales Team.

– Configured work queues and email templates for standardized communication across the organization.

Project overview:

A major US retailer needed help with tracking sales, the leads generated through various channels, and help them with territory management.

Leads were generated through various channels such as online sources, trade shows, and customer references, necessitating a robust tracking system to manage CRM data effectively.

It was crucial to ensure that the right territory sales teams managed these leads and that the information was visible to the appropriate team members.

Proper roles and responsibilities management was required for 160 individuals.

Technology Implemented:

Salesforce Sales and Territory management modules were implemented to track leads and facilitate their conversion into sales and contract closure.

Results:

– Implemented a scalable out-of-the-box solution suitable for over 200 sales team members, successfully managing over 500 million in business transactions.

– Established pre-defined sales territories based on locations.

– Assigned records based on locations to prevent access errors.

– Provided reporting and analytics capabilities tailored to specific locations.

– Implemented Salesforce’s sales engagement tools to centralize communication, tasks, and customer data, thereby streamlining the sales process and enhancing productivity for the Inside Sales Team.

– Configured work queues and email templates for standardized communication across the organization.

Project overview:

A major US retailer needed help with tracking sales, the leads generated through various channels, and help them with territory management.

Leads were generated through various channels such as online sources, trade shows, and customer references, necessitating a robust tracking system to manage CRM data effectively.

It was crucial to ensure that the right territory sales teams managed these leads and that the information was visible to the appropriate team members.

Proper roles and responsibilities management was required for 160 individuals.

Technology Implemented:

Salesforce Sales and Territory management modules were implemented to track leads and facilitate their conversion into sales and contract closure.

Results:

– Implemented a scalable out-of-the-box solution suitable for over 200 sales team members, successfully managing over 500 million in business transactions.

– Established pre-defined sales territories based on locations.

– Assigned records based on locations to prevent access errors.

– Provided reporting and analytics capabilities tailored to specific locations.

– Implemented Salesforce’s sales engagement tools to centralize communication, tasks, and customer data, thereby streamlining the sales process and enhancing productivity for the Inside Sales Team.

– Configured work queues and email templates for standardized communication across the organization.