Our client is a corporate manufacturer specializing in designing, implementing and managing employee recognition jewelry and reward programs to engage talent and recognize achievers. Struggling to develop and maintain their sales channel, a new CRM system was needed to improve their pipeline.
Since the client was struggling to manage their sales channel, they decided to seek out a new CRM to better fit their needs. Their sales team had no central location to track their activities, contacts, and leads and needed the ability to manage and view their shipping statuses. They were aiming to implement a new system that would improve the management and development of their project pipeline.
After completing their research, they decided that Salesforce was the best choice for their new CRM, and then sought out the help of Solving IT to customize and tailor the system around their business processes. Solving IT’s Project Manager and Solution Architects loaded client data into Salesforce, (Accounts, Contacts, Opportunities and Products), created custom reports, and developed a best practice dashboard configuration. To finish off the project, Solving IT conducted a full training, which included best practices with user testing, and provided full documentation of the processes for future reference.
The client is now able to provide punctual quotes to customers, which has reduced time and increased overall consistency. They are also able to manage their project pipeline much more efficiently, which has improved their annual budgeting and forecasting. The client, Salesforce and Solving IT have formed a trusting, long-term relationship that has resulted in repeat implementations and integrations to further grow their business.