Salesforce customization for a water treatment company
ProEconomy Orca sought ADVANZ101’s assistance for a centralized system through Salesforce CRM with due customization. Some of the key requirements and challenges that were overcome:
- Lack of a contract management system.
- No process/tools in place to benchmark customer service performance.
- Lack of an automated process to manage and migrate data from MS Excel.
- Absence of Salesforce CRM training to team members led to underutilization of the CRM.
- Disorganized inter and intra-team communication resulting in further slowing of sales and marketing activities.