POWER OF SALES CLOUD
May 2024
The client provides automated supply chain solutions to 300+ enterprises. With their real-time insights & foresight, they have been improving customer experience, service levels, product quality, order-to-cash cycles, business efficiencies, sustainability, and automating logistics across global organizations.
PROJECT SUMMARY A complete overhaul of their Quote-to-Cash process with Salesforce Sales Cloud. Yantra’s Salesforce integration services designed a more structured sales process to support 100+ client products. Managed redundant data of 2000+ dummy records to achieve an increase in efficiency and visibility across all functional areas.
CHALLENGE Disconnected Sales Process leading to missed opportunities and lost revenue: - Severed sales process - Inability to maintain inventory and provide accurate quotes - Order processing delays due to disconnect of information - Billing management - Unsupported multi-currency environment