Customer Success Stories
North America based manufacturing company , had a unique challenge of leads being dormant and this resulted in a loss of revenue and partners being unable to convert leads into tangible opportunities. Samvidh Technologies designed and implemented Partner Portal to facilitate and ensure the visibility of all leads on one platform using Salesforce Maps.
Challenges
- Insufficient lead management process; lack of structure and difficulty assigning leads to specific sales reps.
- The majority of the workload was being handled by the internal sales team.
- Lack of visualisation of all the leads on one platform.
- Limited communication between partners and the internal sales team.
- Difficulty tracking leads through the entire sales cycle
Solution
Samvidh Technologies implemented Partner Portal and Salesforce Maps to generate revenue through the following:
- Added dormant leads to the system and assigned them to internal sales reps based on region.
- Implemented the Partner Portal and Salesforce Maps to increase the percentage of customers converted.
- Created the Partner Portal to track the leads until closure.
- Maps were implemented to visualise all the leads on one platform.
- With the Partner Portal, partners and sales reps can communicate with clients and record notes, which are visible to both parties.
- Implemented a notification system using flow to ensure that leads are actively managed and converted to close win opportunities.
Results
- Data Tracking: The lead cycle is tracked from the beginning to the end between the Partner Portal and Salesforce org
- Analytics: Generating reports based on the Opportunity from Activity, Task and within a given time frame.
- Automations: A notiication system set up to alert the partners and internal sales reps when Lead conversion and Task assignments occur.
- Data Centralization: Legacy data uploaded into Salesforce org
- Synchronization: Salesforce Maps syncs with Partner Portal to display Leads and Accounts.
- Customer 360: Mandatory fields conigured to save records with the right information about the customer. A centralized Customer 360-degree view of the entire client journey.