Customer Success Stories

Enhancing Sales Cloud with Intuitive UI and Centralized Data Systems

  • United States
  • IT Service Provider
  • Implementation & Integration
  • Salesforce Sales Cloud
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24

Improvement in user satisfaction and productivity

18

Increase in Sales rep productivity and efficiency

About Company

Our customer is a leading provider of IT management software solutions, serving a diverse clientele. The company caters to small and medium-sized businesses, large enterprises, and managed service providers (MSPs). With a comprehensive range of products, they empower organizations to efficiently manage their IT infrastructure.

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Challenges

  • Lack of an intuitive user interface (UI) resulting in lower engagement and adoption rates among users
  • Non-intuitive interfaces leading to higher error rates in data entry
  • Absence of a single source of truth, data inconsistencies, leading to decisions made on outdated or incorrect information
  • Disjointed workflows that are not streamlined force users to adopt inefficient processes, leading to task abandonment or incomplete processes

Solutions

  • Developed intuitive, role-specific user interfaces using Lightning Web Components (LWC) designed with modern UI/UX principles to enhance user-friendliness and visual appeal
  • Built a centralized data interface using LWC, integrating various data sources into a unified dashboard to serve as a single source of truth within Sales Cloud, ensuring accurate and up-to-date information for decision-making
  • Implemented guided workflows with LWC to streamline operations, like 'whom to call next?', 'what tasks need to be complete?', and 'what information to note during calls with the customer?'
  • Identical and similar tasks were grouped to enhance productivity and delegation
  • Automated reminders and notifications to ensure timely follow-ups and reduce the chances of missed opportunities
  • Automated capture of sales details, uncovering hidden information, and recommending next steps
  • Enhanced the management and maintenance of Accounts, Opportunities, Tasks, and Events
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Value Delivered

Enhanced data quality across the system by 14% via providing reports and dashboards which reduces the risk of poor decisions based on incorrect data

Streamlined access to accurate and timely data from a single source of truth enhances operational efficiency and supports compliance with data governance standards

Related Insights

Transform and optimize the heartbeat of your operations, systems and product development to reduce costs and facilitate growth.

Decision intelligence matched with customer success

We put people first—our team, our clients, and our community. With the right technology, talent, and strategy, we deliver real results that drive success.

1500

Successful Customers Engagements

4.9

Customer
Satisfaction

350

Decision Science
Consultants

21

Years Of
Customer Success

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