Take the Sales and Marketing team from a Professional Edition self implementation to an Enterprise Edition upgrade including a custom Product Configurator for Sales.
- Reconfigure SFA module to accurately support the new sales process
- Leverage record types and page layout to tailor information to the different types of user profiles
- Design and develop a custom product “configurator” to allow the Sales Team to include all products with various pricing tiers in their opportunities
- Implement automated approval processes for discounted pricing request routed based on the price tier requested and supportSarbanes-Oxley audit requirements
- Incorporate business validation rules to ensure completeness and accuracy of data
- Created workflow rules to automate field updates and user notifications of next steps of sale process
- Train the Sales and Marketing team on new solution and establish best practices
- Develop System Administrator capabilities within the Sales and Marketing team to maintain the system independently
- Very high user adoption in the Sales team
- Executive review of reports and dashboards for measuring sales team progress toward goal
- Much higher visibility to all aspects of the Sales deal
- Positioned system for integration with back end fulfillment system to eliminate double data entry
Whether you're a long time partner or just now evaluating the Salesforce ecosystem, we would love the opportunity to help you build for success.