Case Studies

Salesforce helps leading supplier of cables step up customer service and sales through process automation

Salesforce helps leading supplier of cables step up customer service and sales through process automation
Technology :
Sales Cloud & Service Cloud

The Company:

The client is one of the leading suppliers of integrated solutions and branded products in the field of cable and connection technology. With their global presence and double digit growth every year, they strive to best serve their customers and meet the growing demand of the business.

The Client's Challenge:

The client was using an outdated ERP system to manage the operations and sales process. The flow of information from sales to service teams was slow and hence there were delays in processing and customizing the customer requests. They needed a unified CRM that could automate end-to-end sales and service functions. Our Solution. Fingertipplus with its strong Salesforce expertise provided a unified solution to automate sale, post-sale and service areas. All the sales stages from lead, opportunity, quote and post-sale was now completely done through the system. Even the company's customers were given portal log-in from where they could place their specific requirements for customizing the cables. Once the requirements were captured, the data was sent to manufacturing. The new solution could keep track of the product shipments and dispatches and update the relevant teams with complete information.

Business Impact:

  • Sales efficiency improved due to process automation and analysis through Salesforce
  • The collaboration between the sales and service teams improved
  • The ambiguity in approval processes were removed as the activity became more streamlined
  • As the platform enabled aut interactions, customer loyalty increased leading to more profitability
  • The management could get real time updates and reports on the go

Technology Stack:

  • Sales Cloud
  • Service Cloud
  • Customer Community
  • Apex & Visualforce
  • html5, css3 & jQuery
  • Salesforce Config ( Approval Process, Workflow, User Management & Access, Validation Rules, Sharing Rules, Role Hierarchy etc)