Case Study
Optimize sales process
Unstructured lead conversion and sales process was improved by setting up data validation and email alerts, resulting in a 2X increase in sales productivity.
engagement type
Managed Services
product
Sales Cloud
industry
Transportation & Hospitality
ReAgg provides aggregate & transportation services to the Construction Industry.
Overview
- Key Challenges: Unstructured lead conversion and sales process
- Key Solutions: Set up data validation and email alerts
- Key Impact: Increased sales productivity by 2X
challenges
- Duplicate data records across the system
- Unstructured lead conversion and sales process
- Lack of visibility into key sales metrics and team performance
- Scattered lead data, including the interactions between prospects & sales reps
- Lead validations and email alerts were absent
Solutions
- Revoked the integration of unnecessary data sources to prevent future data duplication
- Set up data validation rules to mitigate data distortion
- Enabled Einstein Activity Capture for a 360° customer overview and increased user adoption
- Integrated S-docs to speed up invoicing process
- Set up email alerts for positive momentum between sales team
- Created dashboards and reports with insights into ROI, productivity and sales efficiency
Impact
- High levels of user engagement: increased the productivity of the sales team by 2X
- Streamlined communication between sales team: exponential increase in sales value
- Expedited accurate report generation: enhanced the ability to make informed business decisions