Our client was using various excel spreadsheets to track sales team data. Reporting was non-existent, and the overall sales processes were manual and inefficient.


The solution involved first a discovery and audit phase of the overall business and sales process. Salesforce was chosen as a platform-as-a-service (PaaS) solution to augment the business and sales process and met all the security compliance and requirements. The data capture from the sales process made the overall business process streamlined and enhanced the business in terms of the customer experience. This provide an overall improvement in business efficiency and a streamlined approach to doing business. Automated workflows was configured to allow for more efficient processing of sales workflow and automation, and ultimately reports and dashboards to delivered to executives for real-time metrics access.