At a glance
The sales team wasn’t able to leverage enough information through the quote and ordering process, so the client reached out to us to create a more accurate and efficient way to collect customer information.
Separate Systems: The client used two systems for quote and order processing. Its website was used to initiate orders and produce quotes for its clients, and then Epicor was used to facilitate the orders with inventory management. This created disparate information and slowed down deals. Not Enough Information: Since only the website was used for orders and quotes, it was difficult to leverage enough information on the process from the website in order to make more scalable solutions. Poor Visibility: The client’s sales reps struggled due to lack of visibility. They wanted to be able to work within Outlook and also map data into Salesforce, which wasn’t possible in the client’s previous system.
Faster, Safer Quote Generation: The client’s sales reps are now able to generate quotes directly from within Salesforce. They can also easily track the status of a quote to its close. Better Salesforce Understanding: The client’s team is looking at Salesforce IQ for Outlook in order to help the sales team be more efficient and continue the Salesforce legacy. Cut Down on Costs: The client’s former system, Epicor, is moving into Salesforce and will ultimately be phased out, cutting down on costs and saving the client the time and money to expand Salesforce even more.
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