Background
Delivering results for a global leading Business Process Outsourcer
Although successful, the company were struggling to support and sustain business growth. A combination of disconnected technology solutions and globally discrete ways of working meant they lacked a unified view of their customers across their various business units. In addition, their growing mobile and remote based workforce were unable to easily access the information they needed to make better informed decisions.
In order to resolve this challenge, the company selected the Salesforce platform to transform their customer facing operations for accelerated growth. This included a new modernised bid management process with in-built sales automation capabilities to ensure a seamless approach to customer acquisition, retention and management. Mobile accessibility was included to ensure that the teams had access to important customer information wherever and whenever it was needed.
With extensive experience in Salesforce, and a highly skilled Salesforce development team, Venerate was selected as the implementation partner to successfully deliver the project.
In order to resolve this challenge, the company selected the Salesforce platform to transform their customer facing operations for accelerated growth. This included a new modernised bid management process with in-built sales automation capabilities to ensure a seamless approach to customer acquisition, retention and management. Mobile accessibility was included to ensure that the teams had access to important customer information wherever and whenever it was needed.
With extensive experience in Salesforce, and a highly skilled Salesforce development team, Venerate was selected as the implementation partner to successfully deliver the project.
"
A new modernised bid management process with in-built sales automation capabilities to ensure a seamless approach to customer acquisition, retention and management. Mobile accessibility was included to ensure that the teams had access to important customer information wherever and whenever it was needed.
Venerate Solutions — 2021
Summary Challenges:
- Disparate, ageing and highly customised Siebel CRM system that was difficult to integrate and expensive to operate and maintain.
- No single source of truth for in-depth business reporting and analytics. No centralised view for efficient decision making.
- Complex workflows and processes spread across multiple systems resulting in reduced business agility and challenges in data veracity and completeness.
- No mobile access.
Venerate delivered:
- A single source of the truth: Prospect, Account, Financial and Opportunity/Bid Management information accessible in one unified system.
- Improved account visibility: Integration with contract and document management to increase visibility and completeness of account history and information.
- Improved business agility: All teams and departments connected for improved team-working, collaboration and flow.
- Bid management: Unified across geographies, stakeholders & systems with automated Go/No-Go bid scoring to improve win rates.
- Data Migration: Conversion of all legacy data to Salesforce.
- System Integration: Connectivity to ERP, Linkedin and Outlook.
- Better data governance: Provision of secure controlled access to data on a ‘need to know’ basis.
- Process and performance improvements: Best-in-class workflows and approvals to optimise the sales and customer engagement experience.
- Increased selling opportunities: Access to insights to identify whitespace and drive upsell and cross sell opportunities.
- Mobile-Enabled: Access to Salesforce system anywhere and anytime.
