Efficient Plastech

• 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.
• caused delays in order fulfillment and affected customer satisfaction.

• 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.

• Developed functionality for sales reps to quickly assign, drop, or receive new leads.
• Established clear lead lifecycle stages, improving pipeline visibility.

2. Sales Process Optimization:

• Created Visualforce pages to streamline sales tracking.
• Enhanced collaboration with domain setup, profiles, roles, and user configurations.

3. Workflow Automation:

• Implemented 10 flow automations and triggers to reduce manual processes.
• Added validation and duplicate rules to maintain data accuracy.

4. Activity & Reporting Enhancements:

• Introduced activity management tools for better tracking of sales actions.
• Developed 10 custom reports and 1 dashboard to monitor sales performance.

5. End-to-End Training & Support:

• Conducted 5 hours of virtual training for users.
• Provided comprehensive documentation and video tutorials.

• Increased Efficiency: Improved lead assignment speed and transparency in sales processes.
• Enhanced CRM Adoption: Sales teams effectively utilized automated workflows, enhancing productivity.
• Faster Insights: Real-time sales performance tracking through customized reports and dashboards.
• Improved Collaboration: Centralized communication tools enabled smoother cross-functional coordination

• Creatique Technologies brings expertise in Salesforce, AlignMix, and Tableau, delivering tailored solutions for manufacturing and life sciences companies. By aligning People, Process, and Systems, we help businesses achieve operational excellence, maximize efficiency, and drive measurable growth.