SMS achieves greater business intelligence and sales & marketing agility through Salesforce CRM

Challenge

• Consolidate all sources of sales-related data into a centralised ‘single source of truth’
• Generate high quality business intelligence from sales and customer data
• Implement a set of procedures that would be easy for users to adopt and maintain
• Introduce limitless scalability to accommodate unpredictable growth
• Operationalise the use of CRM into the sales culture of the organisation

Solution

SMS Management & Technology deployed the Salesforce CRM system for 100 users throughout the organisation to provide a single point for logging, tracking and managing all sales information across the enterprise. The company used Visual Force to create customised applications on the force.com
platform, including an Engagement Management program and various Delivery Management components including Client Feedback Surveys.

Results

• Centralised sales and marketing data
• Complete visibility of the entire sales and support cycle
• Extensive reporting capabilities yielding valuable business intelligence
• High degree of automation and workflow delivering significant time savings
• Ability to customise the system with industry-specific applications
• Estimated 15% more business leads per month