Streamlined Lead-to-Quote Process for a Leading Manufacturer Using Salesforce CRM
Industry:
Manufacturing
Region:
USA
Technology:
Salesforce Marketing Cloud, Sales Cloud, Service Cloud, Experience Cloud, Data.com, 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.