Sales Cloud Case Studies
- One of the largest multinational financial services companies.
- "Big Four Bank" in the United States.
- Focus on cross-selling additional banking services to existing customers.
- Lack of mechanism for accessing internal bank information globally.
- Inconsistent and outdated customer information across the organization.
- Absence of a mobile solution for on-the-go business functions.
- Complexity in managing 100+ products and forecasting customer financial structures.
- Complex quote generation process and inability to produce dynamic quotes.
- Implemented Salesforce Sales Cloud and CPQ for the entire product range, considering global regions and country-specific regulations.
- Integrated existing Enterprise Applications with Salesforce Sales Cloud for a seamless sales team experience.
- Designed a master Data structure for systematic recording of customer information and interactions.
- Provided access control and security based on a data-sharing solution meeting legal and regulatory requirements.
- Improved productivity with accurate and faster quote generation and comprehensive analytics.
- Reduced conversion time, leading to shorter sales cycles and increased revenue growth.
- Reduced time-to-market for new products through dynamic pricing and faster discount accommodations.
- Guided selling empowered the sales team to close deals faster, maximize deal size, and enhance upselling and cross-selling.
- Integration improved overall productivity and increased ROI from Salesforce investments.
Productivity Boost:
- Accelerated quote generation, increasing overall sales team productivity by 35%.
Conversion Time Reduction:
- 25% reduction in conversion time, leading to shorter sales cycles.
Time-to-Market Improvement:
- 30% faster time-to-market for new products.
Guided Selling Impact:
- 40% increase in upselling and cross-selling effectiveness.
Integration ROI:
- 20% increase in ROI from Salesforce investments due to improved user adoption and overall performance.
