Legrand

• Complex Product Configuration: Sales teams struggled with manual selection and validation of products within opportunities.
• Inefficient Sales Workflow: Lack of automation in opportunity tracking, product selection, and quotation generation delayed deal closures.
• Limited Forecasting & Visibility: Sales teams lacked real-time insights into pipeline progression, impacting decision-making.
  

Service Challenges

• Manual Complaint Handling: Customers lacked an easy way to register complaints, leading to delays and mismanagement.
• Decentralized Complaint Management: No central repository for complaints, making it difficult to track and resolve issues efficiently.
• Inefficient Work Assignments: Service requests were not dynamically assigned based on asset zones and technician availability.
• Limited Field Service Mobility: Service engineers lacked real-time access to appointments, reports, and updates.

• People: Conducted sales training on Salesforce Sales Cloud, ensuring smooth adoption and user engagement.
• Process: Automated lead tracking, product demo scheduling, and order processing to reduce manual efforts and increase accuracy.
• Systems: Leveraged Salesforce Sales Cloud to integrate sales, order management, and analytics, providing real-time visibility into business operations.

• Optimizing Sales & Customer Management:

• Developed a structured account creation framework, categorizing accounts into Reseller Prospect, SAP Bill-To, and SAP Ship-To to streamline customer data.
• Automated customer record creation, ensuring accurate data synchronization between Salesforce and SAP via Mulesoft.
• Implemented role-based permissions to allow sales teams to manage prospect accounts, sales data, and company records efficiently.

• Automating Order & Quotation Processes:

• Integrated automated quote generation in Salesforce, ensuring seamless syncing of sales opportunities with SAP.
• Created a centralized customer view, allowing real-time tracking of billing, shipping, and sales transactions.
• Optimized SAP data sync processes, ensuring that customer updates in Salesforce were automatically reflected in SAP with minimal manual intervention.
• Implemented automated invoice generation coming in from SAP to Salesforce on the basis of order, enabling seamless invoice creation from approved orders, reducing manual effort, and ensuring financial accuracy.

• Enhancing Data Accuracy & Performance: 

• Configured data validation rules to prevent duplicate records and inconsistencies between Salesforce and SAP.
• Leveraged batch processing and optimized API calls to stay within Salesforce governor limits while handling large-scale data transactions.
• Implemented Flows and Apex Triggers to enhance data transformation between systems.

• Improving Sales Forecasting & Reporting:

• Provided real-time visibility into sales performance with custom dashboards and reporting tools..
• Developed automated to-do lists and reminders for sales representatives to enhance engagement and close deals faster.
• Implemented validation and duplicate rules for improved data accuracy.
• Integrated email templates, quick actions, and list views for improved user experience.

• User Training & Testing:

• Conducted end-to-end testing of the implemented solutions.
• Delivered virtual training to ensure smooth adoption.

• Increased Efficiency: Automated workflows reduced manual tasks, enhancing operational efficiency.
• Improved CRM Adoption: Sales teams effectively leveraged Salesforce for lead management and tracking.
• Faster Insights: Reporting and dashboards provided real-time sales and order tracking data.
• Accelerated Revenue Growth: Faster quote approvals and order processing contributed to increased deal closures.

Operational Excellence – Optimized workflows for sales and service teams.
Scalability – Flexible, configurable solutions that grow with the business.
Data-Driven Decision Making – Real-time analytics for improved forecasting and planning.