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Use Case

A SUPPLEMENTS COMPANY DEVELOPS A GLOBAL 360-DEGREE VIEW OF CUSTOMER DATA WITH SALESFORCE SALES CLOUD
CUSTOMER PROFILE:
  • Industry: Manufacturing & Packaged Goods - Healthcare & Nutrition
  • Headquarters: South Yorkshire, UK
  • Brand presence: Global
  • Employees: 70+
CHALLENGES
  • The company did not have a CRM platform — its sales, information, pipeline, and forecasts were kept in Excel files, while accounts, sales orders, prices, and products catalog were maintained in Sage
  • Field sales staff could not place orders
  • Company management could not set and manage forecasts
  • They were not able to set and view management reports and data
OBJECTIVES
  • Manage and keep up to date a single customer database with all current and prospective customers listed
  • Centralize data and information regarding sales, orders, and accounts
  • Enable synchronization of data with the accounting system, including products, price books, and customer information
  • Obtain an easy flowing sales process
  • Increase sales
SOLUTION

Implemented Salesforce Sales Cloud to facilitate sales processes, keep all data centralized in a CRM system, and get a global view of the company’s B2B customers and sales

RESULTS

With Salesforce Sales Cloud, the company obtained a 360-degree view of all customer data in a single place. Field sales teams were able to place orders faster on behalf of the customer, via a mobile device, while on the road, or while visiting a client.

OSF Digital implemented a complex yet easy-to-manage CRM system, empowering management to keep their customer database updated and centralized. With Salesforce Sales Cloud, sales reps became more efficient, and costs decreased. Integration with the finance system enabled the synchronization of data (prices, products, customer information) between the sales and accounting departments. Target setting, reporting, and forecasting became easier for management.

TECH STACK
Salesforce Sales Cloud
THIS SOLUTION MAY BE RIGHT FOR YOU IF YOU WANT TO:
  • Step away from outdated and complicated Excel-based sales processes
  • Increase your sales
  • Centralize all your data on sales, products, inventory, orders, customer information
  • Remove task overload in accounting and management departments for more effective operations
  • Boost your sales reps’ effectiveness in handling orders to increase customer satisfaction
  • Enable target setting, reporting, and forecasting
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