Industry Case study
Business Services
The Pacific division of a market leading global business services provider.
Our Client’s Challenges
The Corporate Sales division had been using Salesforce for a long time but only sporadically. Much of the data resided in numerous spreadsheets. The quality of data within Salesforce was poor and no reliable management reporting was possible.
The instance of Salesforce did not reflect the actual business processes followed within Corporate Sales division.
User adoption levels were very low as maintaining data within Salesforce became just another chore.
Salesforce Solution
We adopted the strategy to relaunch Salesforce within Corporate Sales division after rectifying the data and customising Salesforce to correctly reflect the desired business processes.
The data gathered over the years was of immense value but wasn’t clean and usable. The data was cleaned and restructured through a combination of several custom built data cleansing utilities and manual rectification. The data was programmatically restructured to be usable with target state business processes.
Salesforce configuration was completely overhauled to reflect the new business processes.
The Impact
A robust lead management process with leads captured from website and other sources routed based on geography, industry type and potential dollar value. Managed centrally.
New business and contract renewal opportunities managed entirely within Salesforce
High quality pipeline reporting and analysis
A variety of reports and dashboards based on accurate Salesforce data
Very high user adoption rates leading to “if it is not in Salesforce it does not exist” mindset
Hit the ground running
Cross-Industry Salesforce Experience
Over the years we have partnered with businesses in several industries. Every new engagement is an opportunity for us to build upon our industry knowledge as well as leverage our previous learnings into the engagement.
Whether we have worked specifically in your industry sector or not, you benefit from our cross-industry experience as we hit the ground running.
Contact Us
Atlas Consulting Pty Ltd
Consulting and AppExchange partner
Level 12, 64 York Street
Sydney 2000
+61 2 9114 1010
