About the Client
Manual lead tracking, sales quotations, and invoicing slowed operations, increasing errors and impacting customer experience.
Industry : Plastic Packaging & Injection Moulding
Company Size : Mid-sized organization with a growing team.
Key Challenges : The client needed a custom CRM solution to improve lead tracking, enhance sales pipeline visibility, and optimize cross-functional collaboration. Manual lead assignment and lack of transparency in the sales lifecycle hindered efficiency.
Challenges
Limited Lead Visibility: Inadequate tracking of leads and opportunities, making it difficult to assess the sales pipeline.
Manual Lead Assignment: No automated system to assign or reassign leads among sales representatives.
Lack of Collaboration: Absence of centralized communication channels for cross-functional teams.
Inefficient Reporting: Inconsistent reporting mechanisms made it hard to derive insights from sales data.
Delays in Fulfillment: Slow order processing often caused late deliveries and unhappy customers.
Approach
Creatique Technologies applied the People, Process, Systems framework to streamline Efficient Plastech’s sales process:
People: Provided virtual training to the sales team on using the new CRM platform.
Process: Standardized lead hand-off and tracking procedures to reduce manual intervention.
Systems: Implemented a custom Salesforce CRM solution with Visualforce pages, automated workflows, and enhanced reporting.
Solution
1. Salesforce Sales Cloud Implementation:
Automated lead management, enabling better tracking and prioritization.
Provided real-time sales pipeline visibility for improved forecasting.
Centralized customer data to enhance collaboration and communication.
2. Product Demo Scheduling Enhancement:
Created a custom Salesforce object for demo scheduling, capturing key data like demo stages, dates, and times.
Enabled efficient resource allocation and timely follow-ups.
3. Quotation & Invoicing Optimization:
Automated quotation generation using pre-designed templates, reducing errors and response time.
Integrated invoicing with existing accounting systems to minimize data redundancy and streamline financial tracking.
4. Advanced Reporting & Analytics:
Developed dashboards for tracking sales performance, order fulfillment, and customer satisfaction.
Enabled data-driven decision-making for identifying trends and improving sales strategies.
Results & Impact
Increased Efficiency: Significant reduction in manual tracking and administrative tasks.
Improved Adoption: Sales team engagement with Salesforce Sales Cloud improved operational efficiency.
Faster Insights: Real-time reporting enabled better forecasting and resource planning.
Revenue Growth: Enhanced sales processes contributed to increased deal closures and business expansion.