Success Stories

We Work Harder

Delivered world class Sales Cloud implementation with limited budget.

The Background

The client, a large telecommunication services provider with a global sales force wanted to enable world-class inside sales processes in an online buying environment. Sales agents were using a large number of Excel spreadsheets to track sales, but this was causing major reporting gaps. These gaps prevented sales leaders from having any confidence in the reported sales pipeline, hindering their ability to accurately forecast or even tally closed business.

The Challenge

While seemingly straightforward, the challenge was to create an easy-touse, unified system that the entire organization could depend on to produce accurate sales reports and tallies.

The Simplion Solution

Simplion partnered with business analysts to understand all of the client's requirements and then worked with cross functional teams to design an integrated and seamless experience for sales agents. Simplion's Salesforce.com expertise was a fundamental part of the solution since Salesforce.com did not natively support everything the client wanted to do. Simplion's developers would need to extend the platform to meet the client's unique requirements.

The Result

In just six months, Simplion was able to deliver a solution that was integrated with the client's back office systems to accurately track the client's Lead to Order transactions and provide end-to-end reporting and analytics.

The deployed solution included:

  • Integrated Lead to Order experience
  • Electronic Signature for Sales Agreements
  • Sales Booking and Pipeline Visibility
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