Publishing

Sales Cloud

Forecasting

Products & Pricebooks

Flow

Reports & Dashboards

Asset Management

Our client required a Salesforce Consultancy who could offer expert advice on the entire sales process, how to engage customers, and how to leverage Salesforce to achieve increased retention.

They were hampered by a sales set-up which still required working from spreadsheets and emails to try and manage a high-volume annual renewal process.

To create a highly automated sales process, with accurate reporting, forecasting, and training of the new features was required.

To allow streamlined sales processes, incorporating forecasting, products, price books, automation of renewals and approval processes.

This greenfield implementation of Sales Cloud Lightning moved the organisation from working on spreadsheets and emails, to a fully integrated and highly-automated sales process built on Salesforce.

A crucial part of the implementation involved the automation of annual renewals (valued at $30m+ annually) which required various tasks, communications and approvals to be completed prior to the renewal orders being submitted to a supplier.

Additional automations were implemented for “net new” sales to ensure Opportunities were correctly converted into Assets on closure.

Finally the implementation involved comprehensive forecasting and reporting functionality.