A single source of truth to manage day-to-day activities for their customers and consumers.
Prior to collaborating with SMBHD, SK Professional Tools already had a Salesforce Sales Cloud implemented, however the team was not using the platform. Most of the users within SK Professional Tools were managing their business through email and spreadsheets. It is unclear as to why the team abandoned the use of the platform – ultimately not seeing the desired results in ROI. In addition, without a regularly leveraged tool the organization did not have a concise or clear business process.
SK Professional Tools needed a simple and easy solution to manage their customer and consumer account, contacts and Opportunities, this included:
- Removing all stale data from their current system – Leads, Accounts, Contacts and Opportunities
- Clean existing page layouts, reorder sections and add missing fields
- Reorder lighting pages and add suitable components to the lightning layout
- Enhance and simplify the client’s ability enter different types of records that be for Leads, Accounts, and opportunities
- Ability to track closed lost opportunities and their reasons
- Ability to notify internal users of their tasks
- Ability to sync emails to Salesforce straight from Outlook
Overall, the organization needed a single source of truth to manage their sales process and can be further scaled at a later time.
In response to these challenges, SK Professional Tools partnered with SMBHD to enhance and create a unique customer relationship management system by addressing the client’s needs to simplify process and entry of records.
Leveraging Salesforce’s highly scalable Salesforce Sales Cloud, SMBHD implemented a custom user interface and application that allowed for the traditional tracking of Leads, Account, Contacts, Opportunities; but also, the ability to track the different types of opportunities in each industry and it influencers.
“SMBHD not only took the time to understand our project needs, but also added valued input along the way to improve our process.”
RESULTS
The project allowed SK Professional Tools to eliminate the use of ad hoc and home grow spreadsheet to track client and consumer interactions. This highly scalable solution provides the user with point and click methods or entering data, and reporting capabilities. They also have the capabilities to sync emails to record in salesforce making it a much easier for internal uses to know the state of an account.
