About the Client
Manual lead tracking, sales quotations, and invoicing slowed operations, increasing errors and impacting customer experience.
Industry : Manufacturing (Rubber Rollers & Industrial Components)
Company Size : Global presence in over 50 countries, catering to multiple industries, including plastics, printing, packaging, textiles, paper, and steel.
Key Challenges : Arvind Rub-Web Controls Ltd. faced operational inefficiencies in sales process management and order management. The company struggled with tracking leads, managing customer interactions, and gaining visibility into the sales pipeline. Additionally, the absence of a centralized order management system led to delays, bottlenecks, and increased risks of order-related errors.
Manual lead tracking, sales quotations, and invoicing slowed operations, increasing errors and impacting customer experience.
Challenges
Arvind Rub-Web Controls Ltd. encountered two major inefficiencies:
Sales Process Issues: Difficulty in tracking leads, opportunities, and customer interactions, resulting in lost opportunities and extended sales cycles.
Order Management Problems: Lack of a centralized system for monitoring orders from initiation to fulfillment, causing shipment tracking issues, inventory mismanagement, and delivery delays.
Approach
Creatique Technologies addressed these challenges using the People, Process, Systems framework:
People: Conducted discovery sessions to understand business objectives, trained sales representatives on Salesforce Sales Cloud, and improved user engagement.
Process: Streamlined workflows by automating lead capture, standardizing order creation, and ensuring seamless coordination between sales and production teams.
Systems: Implemented Salesforce Sales Cloud, customizing it for order management and integrating reporting and analytics for real-time business insights.
Solution
1.Salesforce Sales Cloud Implementation:
- Automated lead management to prevent lost opportunities.
- Improved opportunity tracking for better sales forecasting.
- Assigned leads efficiently to sales representatives to enhance follow-up
2. Order Management Optimization:
Created a custom Salesforce object for demo scheduling, capturing key data like demo stages, dates, and times.
Enabled efficient resource allocation and timely follow-up
3. Advanced Reporting & Analytics:
- Created dashboards for sales performance, order fulfillment, and customer satisfaction.
- Provided actionable insights for optimizing sales strategies and improving customer experience.
Results & Impact
Increased Efficiency: Significant reduction in manual tasks due to automation.
Improved Adoption: Enhanced user engagement with Salesforce Sales Cloud, leading to better sales tracking and pipeline visibility.
Faster Insights: Real-time access to critical business metrics for improved decision-making.
Revenue Growth: Optimized sales processes resulted in increased conversions and business expansion.