Salesforce Marketing Cloud, Sales Cloud, Service Cloud, Experience Cloud,, CPQ, RPA

The Business Challenge

The client is a leading manufacturer of material handling equipment headquartered in Ohio. The client desired to scale up its existing quoting systems to improve the lead-to-quote experience for its customers.

The Solution

  • Implemented Salesforce CRM for dealers and CSRs.
  • Implemented Sales cloud for Account, Lead, and Opportunity Management.
  • Integrated with CPQ for generating quotes.
  • Integrated approval mechanism for Leads generated by partners.
  • Integrated Power BI reports and Forecasting Dashboard for dealers.

The Benefit

  • Reduced the sales cycle time.
  • Reduced quote response time and increased pricing accuracy.
  • Smooth collaboration between sales, marketing, and operations teams.
  • Improved customer satisfaction due to faster response time.

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