MANDUKA

Increase Sales Efficiency and Effectiveness

aMind implements Salesforce to improve global sales collaboration and increase customer satisfaction with disciplined follow-up.

Manduka Success PDF

Transforming Businesses Around the World Through CPQ & Billing Since 2005



Background


Industry: Health & Wellness

Headquarters: El Segundo, California

Founded: 1997

Salesforce Sales Cloud

Sales Challenges


  • Track and trend lead metrics to identify key business drivers and automate assignment to proper channels for follow-up. 
  • Improve Salesforce opportunity management through the use of mobile tools, forecasting, and activity tracking.
  • Leverage Salesforce accounts and contacts to support lead and opportunity processes and data quality.
  • Follow a standardized process for managing Cases with increased visibility of the case from initiation to closure.

aMind was extremely supportive and collaborative every step of the way. The company’s implementation pros were great at asking questions proactively to anticipate what would be needed. I give this project FIVE stars.

– Brittney Hayes, Director of Sales Operations / Manduka

Salesforce Sales Cloud Out-of-the-box

Modules and Features


Leads
Opportunities
Accounts
Contacts
Cases
Salesforce Inbox
Salesforce for Outlook
Salesforce 1 Mobile Application


Integration

Microsoft Outlook
NetSuite
CTI-8×8
Website – API


Countries

North America
South America
EMEA
APAC


Channels

Sales Users
Sales Agents (3rd party)
API use with eCommerce (customer inquiry)

On almost every project, things get sour. This didn’t happen on this project. We delivered on time, on budget, and with great success.

– Isu Sahai, Vice President, Information Technology / Manduka

Sales Cloud Technologies

Lead and Case Assignment Rules and Queues
Lead and case assignment rules and queues automatically route potential customers to the correct resources for follow-up.

Forecasting
Forecasting automatically creates schedules by month, and by sales representative using probability levels.

Lead Conversion
New lead conversion process ensures standard milestones are completed to move only qualified leads forward into the sales opportunity process.

Duplicate Management
Duplicate management for Salesforce leads, contacts and accounts, optimizes sales and customer data and reduces the need for manual intervention.


Einstein
Einstein uses AI power to score leads and opportunities, provide insight into open deals, track activities, suggest and flag items for follow-up.

Multiple Currencies
Multiple currencies and dvanced currency management to capture deals in the correct currency for global customers at current conversion rates.

Call Technology
Call technology integration automatically captures inbound and outbound calling to track activity volume.


aMind has gone above and beyond. Hopefully, we can collaborate in the future with other portfolio customers.

– Miki Sofer, Vice President / Valor Equity Partners

Sales Results

Inside Sales Representatives
Qualify leads and process support issues which have been assigned dynamically based on business channels and countries, and received through multiple channels such as inbound calls, email and web entries.

Account Sales Representatives
Endeavor to close deals on qualified lead opportunities for both existing and new customers, and work with customers directly to facilitate case closure.


Sales Managers
Oversee sales and support activity volume, review outcomes and track ratios to ensure sufficient staffing and address reportable trends.

Finance
The finance department and executive leadership use sales pipeline and forecasting to understand potential sales revenue and enhance forecast methods to drive forecast accuracy.


Why aMind?

No One Elevates CPQ Higher


IMPLEMENTATION SERVICES

Elevate Your CPQ

IMPLEMENTATION SERVICES

Elevate Your CPQ

METHODOLOGY

Battle-tested

METHODOLOGY

Battle-tested

“A“ MIND PEOPLE

Secret to Success

“A“ MIND PEOPLE

Secret to Success

CLIENTS

Business, Elevated

CLIENTS

Business, Elevated

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CALIFORNIA

Headquarters

3201 Danville Boulevard, Suite 155
Alamo, CA 94507
Tel: 925.804.6139
LOCATIONS

Where to find us

With corporate offices in Northern California and Colorado, and teams deployed around the world; we are available to assist you whatever the need, wherever you are.

ABOUT

Why aMind?

– 100% Focus on CPQ
– “A” Mind People
– Proven Methodology
– Partnership Vision
– Right-sized organization

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