In a challenging business environment, it’s critical to stay connected at all times. That’s why you need access to real-time customer data to get the right information at the right time. This reminds me of one of the Salesforce.com CRM implementations that I was involved in for a leading travel management client.

1. Leading travel Management Company in India streamlines processes with
Salesforce.com
In a challenging business environment, it’s critical to stay connected at all times.
That’s why you need access to real-time customer data to get the right information
at the right time. This reminds me of one of the Salesforce.com CRM
implementations that I was involved in for a leading travel management client.
The company was encumbered with incongruent business processes, hampering
efficiency and agility. They needed to improve their sales processes and bring in
transparency into the sales performance cycle.
There was a need fora systematic framework for revenue inflow from various
vertical businesses, and a centralized sales automation system to track accurate
sales data. Inadequate real time analytics and sales forecasting was a challenge
that was hampering their business growth.
To resolve these challenges we have implemented Salesforce.com that addresses
several of these business challenges faced by the Travelbusinesses. With this
implementation it became easy for them to view key actions right from customer
visits to closing the sales deal. Also, viewing lead reports based on regions and
verticals is no more a hurdle.
With Salesforce.com they have been provided with unique features like Customer
profitability evaluation pre-offercustomized on
various parameters for each
business verticals and
enabled complete transparency in contractual
agreements/approvals and opportunities won. Additionally, Salesforce.com enabled
a 360 degree view of actual and estimated contracted value recorded in the form of
figures and graph.
Our client experienced many benefits after this implementationas they are now
equipped with centralized sales automation repository that provides more accurate
and consistent sales data. There was an improved communication and collaboration
between sales reps across regions. Region and industry specific reporting and
analytics helped our client in taking proactive decisions.
This implementation was a very interesting learning experience for me. It has given
me another opportunity to resolve our client’s challenges with a single solution.
Hope you enjoyed reading my experience. If you would like to share your
experience, write to us at business@bodhtree.com. I look forward to reading about
your experiences & challenges.