Rohan Enterprises is an industrial trading house. The company is involved in the sales & distribution of engineering products- industrial consumables and also capital items to manufacturing companies in and around Pune district.
Go Live Date
July 11, 2019
Rohan Enterprises don’t have visibility on Sales team activities and all are working in Silo’s and operating in their own regions. They didn’t get any updates on most of the meetings. Also Very independent sales team, but not very result-oriented.
- Pain Points: At the point when Sales Team is taking a shot at silo’s, no update is getting made on Opportunity also Tracking of a salesperson updates on everyday premise was tough.
- Customer Vision for CRM: Customer should get daily sales reports of a salesperson and Track visitors and details of customers on Leads and Opportunities. Also keep consistent follow up on opportunities and engage with regional heads to close deals and Keep all records of quotes up to date along with these things customer can ready to follow achievements versus quota and able to give visibility to the management on the deals.
Cloudalyze worked with Rohan Enterprises to build the customized process on Salesforce. Configured the check-in and check-out feature and enabled the sales team to use it to their advantage. Made simple the meeting updates, so it is easy to keep a track on the deals. Made sure the app was user friendly and get everyone interested to keep it working.
Now Rohan Enterprises group is quick to adapt to the new technology and created healthy competition with the sales team to perform better outcome. Also reporting of Daily Sales Reports turned out to be a lot simpler for the team and now they are able to track the deals and keep a watch on the numbers.