SALESFORCE IS THE PREMIER GO-TO TOOL FOR OUR ENTIRE ECOSYSTEM

100%

CUSTOMER VISIBITLITY ON SALES CLOUD

PRODUCTS USED

Sales Cloud

About The Client

Our customer is an award-winning firm in the domain of business intelligence that provides data solutions for automated & manual decision making during the client onboarding, compliance, and credit analysis processes. It is a leader in the fields of credit reporting, business intelligence, and investigative due diligence for the MENA region (The Middle East & North Africa). It has its offices in the Middle East.

Challenges & Issues

The customer did not have a well-implemented Salesforce org.
They had also not been provided proper training in using the platform.
Therefore, their users/team members were having problems adapting to the operations and process of their Salesforce system.

Our Solution & Work

We refurbished the entire implementation of the customer’s Salesforce platform.
We set up forecasting with actual data coming in from completed opportunities.
Codleo also provided users training on how to use the platform. A select group of team members was provided Admin training.
Training manuals were also provided by us.

Impact

The updated platform was simple, clean, and easy to use for the users.
The shortcuts bar on the homepage reduced the pain of searching for items and navigating through a dozen tabs.
Forecasting allowed managers to assign monthly targets to each of their agents and get real-time updates of opportunities closed by their agents, thereby getting daily progress with reference to those benchmarks.
The training received enabled the team members to perform their tasks with ease and the Admins were also trained well enough to carry out their day-to-day maintenance and troubleshooting on the platform.