COMPLETE REPORTING OF ALL ACTIVITIES AND ALL SALES

50,000+

LEADS RUNNING ON SALESFORCE

PRODUCTS USED

Sales Cloud

About The Client

It is an e-learning platform for children (kindergarten to 12th grade) that specialises in curated learning experiences with wholesome, engaging, and relevant content. Around 4 lakh students across numerous schools in India have benefitted from their educational e-tools. They also provide automated homework and class assessment solutions for schools with over 400 schools using their methodology. They are a trusted and award-winning brand in the educational sector.

Challenges & Issues

Team members were having problems keeping tabs on their leads.
Customers were being contacted repeatedly by different agents at different points in time as there was no method of monitoring engagement history.
The Finance department was unable to keep a track of agents movements & activities, and the onboarding of schools & students.
The senior management had no means to track team activity or performance, customer status & conversion rates, and product sales.

Our Solution & Work

We implemented the Sales Cloud with CTI (Computer telephony integration) integration for the client.
Processes were set up for finance approval for both sales and payment schedules.
Separate business processes were created for both the models - B2B and B2C. Both were given restricted access to their own accounts, while the managers had complete visibility of all accounts & activities in their module.
We set up their training module, payment, and Customer survey Modules.
S3 (Simple Storage Service) drive integration was implemented as well. S3 Drive is a robust tool that lets users sync and work with S3 compatible services from a mounted drive.
A Proposal management tool/feature was created and deployed.

Impact

Agent productivity has improved many folds.
Their agents are more coordinated on their Leads, current nurturing stage, and next steps to be taken.
There is transparency between sales and finance departments due to which approvals are gained quickly and processing is faster.
The management is able to get real-time updates on escalations and provide timely actions/interventions.
Complete reporting of all activities and all sales information is clearly communicated to the senior management and the C-level management respectively.