Rio Clays

• Inefficient Lead Management: Difficulty in tracking and prioritizing leads by category and region.
• Manual Quotation Process: Sales teams manually created and sent quotes, slowing down deal closures.
• Lack of Order Tracking: No system to monitor order dispatch and delivery status, leading to inefficiencies.
• Limited Sales Activity Visibility: Absence of reporting and tracking mechanisms for sales performance.

• People: Provided virtual training for the sales team to ensure effective system adoption.
• Process: Automated lead tracking, quotation generation, and order management to reduce manual workload.
• Systems: Implemented Salesforce solutions using Visualforce, Apex, Flows, and Triggers for enhanced automation and efficiency.

• Developed functionality to categorize and track leads by rating, region, and category.
• Enabled sales representatives to access prioritized to-do lists within Salesforce.

2. Automated Quotation & Order Management:

• Created automated quote templates, syncing them back to sales opportunities.
• Implemented a centralized customer view for better engagement and faster deal closures.

3. Activity & Sales Tracking:

• Provided visibility into sales activities with out-of-the-box reports and dashboards.
• Developed a Visualforce page to streamline sales processes and monitor progress.

4. System Enhancements:

• Configured domain settings, user roles, and security profiles.
• Established automation using Flows and Triggers to optimize workflows.
• Implemented validation and duplicate rules for improved data accuracy.
• Integrated email templates, quick actions, and list views for improved user experience.

5. User Training & Testing:

• Conducted end-to-end testing of the implemented solutions.
• Delivered 5 hours of 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.

• 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.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.