Unified sales process, common yardsticks, easy and reliable access through cloud-based platform under one umbrella
Implementing a global ATS solution which consisted of –
- Bringing all sales teams onto a single platform (Salesforce CRM)
- Defining a unified sales process that is trackable across its lifecycle and reportable on a "run-time" basis on any parameter.
The future state for our client’s Global ATS Sales team unites the team globally on one platform with a unified, strategic sales process. This delivers baseline access to all ATS users for account, opportunity, and certain contact data. The improved Salesforce configurations give the team an improved data model with better functionality. This also ensures the availability of deeper reporting and analysis to quantify global strategic initiatives and provide ATS users a simple platform to best service our client’s customers.
Defining global data visibility and custom forecast reports in addition to what Salesforce has already provided out of the box
It's indispensable that you forecast your pipeline accurately so that there is no delay in delivery - key to ongoing customer satisfaction. To be sure, to accomplish exceptional CSAT scores, real-time inputs from all regions are critical. Hence, Birlasoft designed key reports and dashboards focused on accurate pipeline and forecasting. These reports and dashboards provide visibility across all regions based on product, group of products, customer, region, sub-team, owner, manager, or period.
The solution also leveraged the Salesforce internal data structure and data visibility management to ensure visibility follows the hierarchy and security. Users had required access on a "need to know" basis.
Legal adherence using custom configuration and Chatter collaboration to encourage cross-selling
The solution offered enhanced and uniform collaboration by way of Salesforce Chatter, which provides value within the company and enables easy collaboration with their distributors and partners. A custom configuration has been created to meet all legal expectations for data capture and data retention. In a nutshell, our client is now fully compliant with all regulations globally.