Sales Cloud and Pardot Improvements
Storage Solutions provides simple, smart and strategic storage solutions for their customers. They are equipped with used and new warehouse materials to design and install storage systems for their customers.
Salesforce Products
Specializations
Sales Process
Sales Productivity
Sales Operations
Pardot
Sales Lightning Deployment
CHALLENGES
Storage Solutions’ overall sales process was in need of a better structure and the ability to track interactions. They were looking to shift to data-driven decisions, so all of their CRM data needed to be findable and useable. Improved reporting abilities were needed across all sales efforts to determine ROI and accountability.
SOLUTIONS
Rosetree added structure to sales processes with Lead Queues, Public Groups for sharing rules, auto-processes, and validation rules.
Additionally, we created solution to create tasks for sales reps, with a timeline determined at the Contact. Reports to track sales interactions were also created.
RESULTS
These solutions improved both sales and proposal processes. The work also streamlined project management / workload capacity tracking. At all levels, Storage Solutions are able to track their business better, and have a more complete understanding of their customers.