Rohan Enterprises is an industrial trading house that specializes in the sales and distribution of engineering products, including industrial consumables and capital items. They primarily serve manufacturing companies in and around the Pune district.
Go Live Date
July 11, 2019
Rohan Enterprises is currently facing challenges in managing their sales team as they are working in silos and operating independently in their respective regions. As a result, the company is not able to have proper visibility on the sales team’s activities and there are no updates being made on opportunities. Furthermore, the sales team is not very result-oriented, which is hindering the company’s growth.
- Pain Points: The pain points for Rohan Enterprises include the fact that their sales team operates in silos, which makes it difficult to keep track of opportunities and salesperson updates on a daily basis. This lack of communication and collaboration can lead to missed opportunities and decreased productivity.
- Customer Vision for CRM: The customer, Rohan Enterprises, desires to receive daily sales reports for each salesperson and effectively track visitors and customer details on leads and opportunities. They also wish to ensure consistent follow-up on opportunities, engage with regional heads to close deals, and maintain up-to-date records of quotes. With these measures in place, the customer will be able to track progress versus quotas and provide management with increased visibility into ongoing deals.
Cloudalyze collaborated with Rohan Enterprises to develop a customized process on Salesforce, which included configuring check-in and check-out features. This enabled the sales team to use these features to their advantage, making it easy to update meeting details and track deals effectively. We ensured that the application was user-friendly to encourage adoption by all team members. With this implementation, Rohan Enterprises was able to streamline their sales process and keep track of customer details and interactions, leading to increased efficiency and productivity.
Rohan Enterprises has successfully adapted to the new technology and created a healthy competitive environment for the sales team to perform better. With the simplified reporting of daily sales reports, the team is now able to easily track their deals and closely monitor their performance metrics.