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High volume presales and sales process management

CategoriesCase Study / Hi-Tech

Admin

February 7, 2022

The company enables online stores to build stunning native mobile apps with zero code, within minutes and helps their clients drive engagement and revenues. The Company has significantly automated its presales and sales process and given sales teams the tools and data to deliver value to customers in a smarter, faster and more meaningful way with the help of Salesforce Sales Cloud.

Moving towards Smart, Value Selling with Salesforce Sales Cloud

Client Information

  • The client is one of the Global Leaders in the Mobile App Industry
  • The client develops High Performing Apps by converting Shopify Stores into a beautiful app
  • They have been rated 4.9 out of 5 (Highest Rated Mobile App Platform on the Shopify App Store)

Business Requirement

  • The client wanted to automate its presales and sales process, give the sales team the tools and data to deliver value to customers in a smarter, faster & more meaningful way.
  • The focus of the project was to implement the Salesforce Sales Cloud for customer engagement through multiple channels, in an integrated yet simpler way.
  • With a vision to grow its customers and expand into new geographies, the company wanted to improve collaboration across teams thereby improving customer experience.
  • They also wanted to track deals across all stages of the process with the help of automated alerts which would give them greater insights and transparency to make more accurate predictions about their business.

Solution

  • Thinqloud created a transformational roadmap to maximize their Salesforce Investment, ensure security & meet organizational compliance. Implemented Sales Cloud with multiple customizations thereby improving customer engagement & sales efficiency by 26%.
  • Customization included
    • Sales Cloud Console
    • Integrations with HubSpot, Gong, Clearbit, Outreach, Apollo & LinkedIn Sales Navigator click here for integration services 
    • Lead Management. Opportunity Management & Case Management Process
    • Email Alerts for Deals Won, New Lead Creation & Case generation
  • Custom Implementation of lead flow process and lead assignment logic.

Key Highlights

  • Improved communications between sales and post-sales teams.
  • 360 view of customers and their inquiries in one platform
  • Solution designed to support a quick sales cycle of fewer than 10 days
  • All info in one place, Data Management & delivery of instant insights.
  • Simplified repetitive manual tasks & improved collaboration between departments.

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Thinqloud was founded with the vision of helping business grow using Salesforce®.

We do this by driving automation and process management using Salesforce® Technology thereby improving and implementing integrated CRM ,Sales and Marketing processes. Our mature team comprises of IT professionals (Technology and DevOps), Business process consultants and Salesforce® enthusiasts.

Email : sales@thinqloud.com

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