
Introduction
Client Overview: As one of the most prominent names in New Zealand’s motorhome industry, our client specializes in the designing, manufacturing, sales, and rental of motorhomes, catering to both B2B and B2C. With innovation and a commitment to quality, they have built a powerful reputation for delivering exceptional travel experiences. As their business expanded, they recognized the need to optimize operations, improve the customer experience, and ensure seamless coordination between their sales, service, and technical teams.
Objective: The client approached AnavClouds to address ineffectiveness in lead and customer management, sales operations, and after-sales support. Additionally, they wanted to streamline their day-to-day tasks and workflows for their technicians to be more organized and efficient.
Problems & Challenges
The client was facing multiple problems and difficulties that were holding them back.
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- Manual, Time-Consuming Processes: A lot of their work was done manually, which was slowing them down and reducing productivity
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- No Automation Experience: The team was not familiar with automation tools, which made it hard for them to improve their workflows
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- Poor Team Coordination: The teams were not working well together, leading to delays and confusion.
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- Rising Operational Costs: The manual processes and lack of streamlined operations were increasing operational costs, affecting multiple aspects of business.
Solution
To address these issues, we implemented a complete Salesforce solution, including Sales Cloud, Service Cloud, CPQ (Configure, Price, Quote), and Experience Cloud. This approach helped all their business processes merge under one system.
Our Approach:
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- Sales Cloud for Better Lead Management: First, we worked on improving their sales process. By using Sales Cloud, they could now easily manage their leads, track prospects, and close deals faster.
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- Service Cloud for Enhanced Customer Support: Next, we introduced Service Cloud to help manage after-sales support. This allowed them to handle customer requests and issues more efficiently, ensuring a better customer experience.
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- Streamlined Technician Workflow: We also identified how technicians managed their daily tasks. By using Salesforce, technicians could now receive and complete tasks more efficiently, ensuring quick delivery.
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- CPQ for Accurate Quotes: Then, we implemented CPQ to make it easier for the sales team to generate accurate quotes and contracts, reducing errors and improving the sales process.
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- Comprehensive Training: Since the client’s team was new to Salesforce, we provided training, ensuring they felt at ease using the new tools in their day-to-day work.
Results:
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- Saved 50% of Time on Manual Tasks: By automating manual processes, the client saved half the time they previously spent on repetitive tasks. This allowed their team to focus on more important work.
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- 100% Increase in Efficiency: Improved workflows and better coordination between teams, increased overall efficiency. All the teams were now working together seamlessly.
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- Better Data Organization: With Salesforce in place, our clients now had a better way to manage their data. This made it easier to track sales, customer interactions, and generate reports that helped in making informed decisions.
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- Improved Team Coordination: The new system improved communication between teams and helped with faster problem resolution. This streamlined process helped teams perform at their best.
- Ready for Future Growth: The solution we provided was scalable, which allows them to easily expand and adapt the system as their business grows.
Conclusion
By partnering with AnavClouds Software and implementing Salesforce, our client has successfully improved their operations. Their teams now work more efficiently, and customers are receiving better service. AnavClouds will continue to support them as they grow, ensuring their Salesforce system evolves to meet new challenges.
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Frequently Asked Questions
Salesforce has come out with a Partner Program that builds and grows successful businesses for achieving customer success. AppExchange is the leading enterprise cloud marketplace where Independent Software Vendors (ISVs) showcase solutions. Partners must accept the policies that they are subject to as a part of the Salesforce Partner Program Agreement (SPPA). This way they form part of the Partner Community. The types of partnership supported by Partner program are:
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An authorized agent from your organization must accept the SPPA, to enable logging into the partner community.
Business-critical applications like Salesforce makes it easy for businesses to improve communication and facilitates the sharing of data between teams, customers, and the company. A Salesforce partner company can understand your business’s unique requirements and suggest suitable solutions for your business. So, hire a Salesforce certified partner company today, for a custom development solution that will meet all your future requirements and resolve your complex problems.
Salesforce is known as the # 1 customer relationship management platform used by businesses of all sizes, all over the world. Salesforce solutions offer integrated services through sales, marketing and services with the Customer 360-degree platform. It helps your business to grow easily in the following ways:
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A reliable lead generation network can sustain your business for a long time. The AI-powered tool of Salesforce, Einstein can personalize and optimize lead generation strategies.
It allows you to build the right lead generation strategies for driving your business growth. Opportunity Scoring takes the leads and finds the closest to conversion for closing more deals by your sales team.
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A Salesforce solution is bound to be a scalable solution that meets the business requirements for years to come. A customized Salesforce solution will modify future needs.
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A Salesforce solution offers an integrated solution on a predictive marketing system that incorporates web, mobile, email and advertising platforms and helps to increase the conversion for your business.
Automate Marketing
An automated marketing solution displays the personal customer experience. A solution on Salesforce Marketing Cloud automates all stages of the customer journey and enables you to focus on other meaningful areas of business.
It costs about $ 15 to 30/hour for hiring a Salesforce certified developer. A Salesforce Consultant may charge up to $ 45/hour. A Certified Salesforce Consultant has an average salary of $ 26 /hour. Please refer to the below link for further details:
A Salesforce Consulting company provides the following services as per business requirements. It offers cutting-edge Salesforce solutions that enable you to drive your business more smartly and efficiently for generating the ROI of your business. The services offered by them are:
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Custom Development services
Enable you to achieve your business goals most efficiently with custom development service by a certified Salesforce company.
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