- Wanted to capture, manage, and report on key Sales & Service data across the company.
- Automating the Sales Management process and Reactivating non-conversions. Enable Cross Selling to customers and Enable generation of references from customers.
- Standardize the business processes and data capturing formats across the organization such as Discount Approval etc
- Required up-to-date status on Customer outstandings and collections for better cash flow visibility.
- Better visibility to Sales Management on activities being performed by the Sales team.
- Integrate the Salesforce with in-house AWB (Airway Bill) tracking system to provide an ease of use to the Sales team.
- Customer write-offs or deductions were difficult to track using the existing manual paper based DCF’s (i.e. Debtor Correction Forms) and the associated lengthy paperwork processes for approval.
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- Salesforce.com enabled Elbee to track Leads, Opportunities, Customers and complaints from customers on one single system accessible to a pan India sales team as well as internal BackOffice employees.
- Utilized Salesforce.com to setup both Sales as well as Collection Targets for the Sales teams.
- The internal Airway Bill Tracking system was integrated with Salesforce.com providing a central location to track all information related to customer.
- Integration of Salesforce.com with daily/monthly feeds from Accounting & Back Office systems to track Bills raised and Collections made.
- Implemented Discount Approval workflows, providing faster and transparent Approval processes.
- Easy customization of salesforce.com to meet industry and company-specific requirements in term of processes and data capturing.
- Salesforce.com was customized to capture information regarding the DCF and associated workflow was created for Sales Manager to get necessary approval.
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- A central system for storing the Leads, Opportunities, Complaints and Contract Information that were earlier stored in scattered systems.
- Provide Sales team with a single application, containing information on all interactions with Customers i.e. Deals in pipeline and those closed, Contracts, Collections made & pending, Complaints logged etc, thus providing a 360 degree view of the Customer.
- Ease of tracking the huge Customer Base, both from a Sales as well as a Post Sales perspective
- Management oversight of Sales Activities and Customer follow-ups.
- Enhanced collection process resulting in better cash flow and improved customer service.
- Ease of tracking Debtors Correction with automated approval workflow and faster processing. Better visibility of non-collections and cash inflow to Management.
- Access to all the key sales & service data from any location via a Web Interface. Information is more accurate and up-to-date.
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