Case Study

Customized Salesforce
for Huge Savings

SALES CLOUD

The Challenge

Low Salesforce adoption rate; fewer than 20 percent of the 150 employees used SF
No way to track bidding processes because unwieldy Excel sheets were being used to maintain them
Duplicate data in web listings, which was leading to all sort of problems
Manual updates costing time
Loss of $1 million because of untracked payments
Lack of E-signing

Objectives

Z

Z

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Solution

Customized Salesforce and added edit permissions and approvals; entire sales and support teams started using Salesforce.

Built bidding process for partners to make the tracking of the bidding process seamless.

Implemented a custom interface in Salesforce to track payments through email.

Integrated Salesforce with Hybris to eliminate the need of manual updates.

Automated the process of web listing, it reduced the amount of the duplicate data in the system.

Implemented DocuSign