After an acquisition, our client needed to retire a legacy custom CRM used by a sales force and transition the force to a centralized SalesForce.com instance by mimicking, as closely as possible, the old, custom-built solution.
Our solution was to work closely with the client to customize Salesforce.com, resulting in a tool that utilizes the latest technology to encompass the entire sales process.
We enabled the transition of sales reps from custom platform to standardized SFDC instance after acquisition. As a result, there were reductions in platform streamlined support, time, and human error.
The client, a large medical supply distributor, acquired an industry-leading laboratory supply business, a key segment into which the client wanted to grow. The lab business served their customers and managed their sales with a proprietary and custom-built CRM tool. While the CRM tool was feature-rich, the parent company sought to centralize all reps on their instance of SFDC and to retire additional tools to streamline future enhancements and uptime support and to improve sales force wide reporting. Their top business requirements included:
ProfitOptics helped to transition the client from the custom-built solution to SFDC and helped augment SFDC to fill the gaps in functionality. Our development team and salesforce business experts were able to mimic the custom built solution in Salesforce.com and add some key features. The old solution also had some gaps–for example, it did not account for the entire sales process, which lead to missed opportunities. We worked closely with the client to ensure all aspects of the sale process was included to their needs. This new Salesforce.com tool utilizes the latest technology to encompass the entire sales process. This includes:
While SFDC has many OOTB features, the ProfitOptics team closely adhered to the workflow of a completely custom CRM, achieving a “best of both worlds” solution that offers the stability of SFDC and the custom features of the legacy CRM.
Our client’s favorite feature? Automation and autofill between steps. The new system will autofill as much information as possible, saving the sales representatives time and preventing human error in data entry.