Increase Sales Efficiency and Effectiveness
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.
ArganoaMind 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.
Salesforce Sales Cloud Out-of-the-box
Opportunities
Accounts
Contacts
Cases
Salesforce Inbox
Salesforce for Outlook
Salesforce 1 Mobile Application
Integration
NetSuite
CTI-8×8
Website – API
Countries
South America
EMEA
APAC
Channels
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.
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.
ArganoaMind has gone above and beyond. Hopefully, we can collaborate in the future with other portfolio customers.
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.
