Task Automation with Salesforce to consolidated all of its customer data in Salesforce manages leads, projects, opportunities and customer information.
About Salesforce:
Salesforce is a number one CRM solution for enterprises and organizations with popular cloud services for managing sales, marketing, help desk and much more. It’s highly customizable and can be configured and extended to fit almost any requirement.
Visualforce extends and adds new functionality to the Salesforce. This framework allows the developers to build sophisticated applications and customize dynamic and reusable Salesforce user interfaces. You can create Visualforce pages that are shared between desktop and mobile, or pages that are exclusive to the mobile app.
About Verint Monet:
Key Improvement for Client:
The Problem:
Customer Centricity is Monet’s major attribute. Founded in 2002, Monet Software now has a huge client base and their accounts to look after to. With the number of new and current client interactions taking place through multiple channels and new accounts adding in every day, Monet needed a smarter, more integrated approach to service and fast.
- Lacking a single platform to consolidate all accounts, projects, tasks, opportunities and leads results in lower efficiency, more errors, and delays in response time.
- Many of the company’s sales and customer service functions were being managed manually via phone calls, email and spreadsheets.
- No proper process for project leads, project timelines, tasks assignments and current status.
- Delays in responding to customer queries and service complaints.
The Features:
- Salesforce Workflow Automation increases employee efficiency, streamlines the sales process and improves customer service.
- Notifies the sales manager of unassigned leads – Leads are automatically assigned, accepted by a sales rep and followed up.
- Salesforce supercharge sales productivity by automating action depended on emails, scheduled reminder, and follow-up tasks.
- An automatic email is sent if the leads remain unassigned or the due date to collect document, send an invoice, or any other task has been passed.
- Prompt follow-ups with customer vie emails or quick reminders to the concerned sales rep.
- Facilitates sales rep’s daily tasks with Salesforce workflows.
- Salesforce workflow automates the routine tasks to be marked closed from all places if completed.
- Transforming lead management by easily tracking and managing leads in a centralized system with a formalized sales funnel.
Result:
- Sales volume increased by 45% due to efficient sales tasks execution and proper management of the sales process.
- Better customer service due to consolidated customer information and faster case resolution by the sales team.
- Employee productivity exponential increased by 60% as their work time spent on non-selling tasks have completely been eliminated.
- Manual errors and Data redundancy has entirely been eliminated.
- Better service and transparency through Salesforce increased customer confidence and trust and improved the brand image.”
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