One of the areas that has benefited the most from REA Group’s transformation is sales. In the past, the company’s sales teams were heavily reliant on spreadsheets and manual processes and there was a lack of consistency in the way they managed leads and opportunities.
Salesforce provided an opportunity to start over and streamline the entire sales process, from capturing leads to capturing payments. Salesforce CPQ is central. It automates quotes and invoices for faster turnaround times and provision of services.
“Salesforce CPQ has essentially brought our quoting processes into the 21st century. It has also improved the quality of our data by moving the information out of spreadsheets and into Salesforce,” said Kamtikar.
REA Group has rolled out CPQ across its businesses in Asia and within its Residential and Commercial sales teams in Australia. Inbox has been rolled out too and adds to the productivity of the sales team by allowing them to create and manage opportunities in Salesforce right from their email box. REA Group has also optimised workflow so that when leads come in from a web form or referral they are automatically routed to the right person and can be easily managed in Salesforce.
"By syncing emails with Salesforce and optimising our processes for mobile, we’ve set the sales teams up to work more efficiently and be more productive on the road,” said Kamtikar. “Adoption is continuing to increase as a result and the amount of contacts and data we have in Salesforce is growing.”