Improving business and sales management transitioning data and processes into Salesforce.
With a sales process that was documented through email and a mix of spreadsheets, Xelerate needed to manage and track their sales process more efficiently. Within 8 weeks, Salesforce, the world’s #1 CRM system, was configured to suite as a primary system for Xelerate’s internal processes. Xelerate now utilizes Salesforce for sales management, event scheduling, task tracking, and email automation all in one organized platform.
The Solution: Comprehensive Salesforce Implementation
- Developed an efficient sales processes to track hours and send invoices near contract end.
- Transitioned prospect and customer data from spreadsheets to Salesforce, where sales process can be effortlessly tracked and updated in one place.
- Evaluated and implement plugins for Outlook and web browsers to streamline the process of entering and updating Salesforce data.
- Developed executive reports, standard reports, and dashboards for applicable departments.
- Implemented Cirrus Insight to streamline email processing.
- Deployed an app that captures business card images and imports the information right into the Salesforce CRM.