Automated Leads-to-Quote Process Using Salesforce CRM to Maximize ROI
Industry:
Food
Region:
USA
Technology:
Salesforce Sales Cloud
The Business Challenge
The client is an emerging provider of private label, organic spices, and seasonings based in Missouri. Restrictive legacy tools hampered client’s customer engagement by causing friction in the sales processes. The client desired an automated leads-to-quote process to improve its productivity and customer interaction.
The Solution
- Implemented a web-to-lead solution for capturing leads.
- Designed lead scoring mechanism to prioritize leads.
- Designed a simple quote creation process using flows, visual force pages, and apex.
- Automated the approval process using custom lightning components.
The Benefit
- Increased number of qualified leads and sales closure percentage.
- Increased pricing accuracy improved the revenue margins.
- Reports and dashboards helped the teams in taking the right decisions.
