Case Study
Optimize process workflows
A convoluted sales process was streamlined by setting up product and quote features, and implementing one-click invoicing.
engagement type
Quickstarts
product
Sales Cloud
industry
Professional Services
CFT Recycling provides services in scrap vehicle recycling, scrap metal recycling and bin rental services.
Overview
- Key Challenges: Sales process was convoluted
- Key Solutions: Set up Product and Quote features
- Key Impact: One-click invoicing
challenges
- Inability to track customer records due to scattered data
- Management lacked clear visibility into performance metrics of Sales Reps
- Revenue report generation was cumbersome and time consuming
- Original sales process was convoluted and inefficient
Solutions
- Designed a tailor-made Salesforce instance
- Integrated Outlook for efficient email management
- Set up Product and Quote features to enable one-click invoicing and emailing
- Integrated website lead gen forms and eased the tracking of new and existing customers
- Implemented Reports and Dashboards to give Management a clear overview into the Sales Rep datametrics
Impact
- Unified Data Management: improved lead management and sales process
- High priority dashboards: improved productivity via comprehensive overview of tasks and events
- 360° customer overview: reduced turnaround times and improved efficiency of customer support
- One-click invoicing: eliminated the error-prone, laborious invoice generation process