Update Processes & Perform.
TECH | SALES CLOUD | CUSTOMER STORY
The Challenge
Wildix helps other companies improve their productivity by improving communication internally and externally by bringing a variety of communication and collaboration functions together and building them into one web-based tool.
Wildix had a large international sales team that were using manual processes and spreadsheets to conduct sales. They wanted a CRM system to develop a single source of truth for projects, leads and assignments, and set tasks or reminders for team members. In addition, managers wanted to increase visibility for cross-collaboration and report more effectively for performance.
The Solution
Pracedo advised Wildix to adopt Salesforce Sales Cloud and modify it to their operations. This would guarantee that Wildex may effectively utilize Salesforce for lead, account, contact, opportunity, and activity management.
- Salesforce would act as a single source of truth for the business and would streamline business processes
- In addition, managers would be able to increase their visibility into the sales team’s performance and ensure better cross-collaboration across the business
- Manual processes would be replaced by Salesforce which would help to improve the consistency of business processes and develop a formalised approach to sales.
The Impact
Wildix now has a single source of truth for all their sales. With a streamlined sales process, Wildix have more consistency in their sales process.
- Salesforce Sales Cloud has seen Wildix increase its efficiency and save hours of time conducting manual processes
- With online access to the full sales cycle, the team now have access to leads from anywhere, at anytime
- Salesforce’s advanced dashboards help the sales team to analyse their performance
- With greater visibility across the organisation, Salesforce Sales Cloud helps the sales teams to share their successes and collaborate
