⦾ Customer data was siloed in multiple systems.

⦾ Reports were confined to the individual systems and took a great amount of time to consolidate.

⦾ Customer data was not integrated with sales.

⦾ There was no way to access the current services received by customers.

⦾ All systems were manual.

⦾ Lack of team communication.

⦾ Sales could not run campaigns on leads.

⦾ Sales process was long and cumbersome.

⦾ The existing system was limited by size.

⦾ Implemented Salesforce Sales Cloud.

⦾ External systems were integrated with Salesforce Sales Cloud.

⦾ Set up Chatter & Files for internal communication and file storage.

⦾ Customized Salesforce Sales Cloud.

⦾ Custom pages.

⦾ System configuration to optimize sales team efficiency.

⦾ Implemented campaigns for sales team.

⦾ Created a new sales process with automated workflows and approval processes.

⦾ Campaigns have ended use of email blasts.

⦾ Sales-related information is now accessible to sales & executive teams in one location.

⦾ Sales process is now driven by the Salesforce system.

⦾ Reports are now available real-time.

⦾ Chatter used company-wide for internal collaboration & sharing files.

⦾ Sales team can track emails sent from campaigns.

⦾ Customer data can now be used by the sales team to access services that were sold in the past helping to upsell related products.

⦾ The new sales process and pipeline give the executive team a new understanding of strengths and needs of the sales team.