Client
A US-based, prominent healthcare and benefits consulting firm specializing in delivering comprehensive solutions. The organization aimed to enhance its internal sales operations, improving productivity, streamlining processes, and gaining better insights into sales performance.
Project Overview
The project focused on implementing a customized Salesforce solution to efficiently manage and track all sales activities. By configuring custom objects, fields, workflows, and flows, the system automated routine tasks, streamlined processes, and allowed the sales team to focus on strategic activities. Validation rules and security settings ensured data accuracy and protected sensitive information, while reports and dashboards provided real-time insights into performance.
A key goal was to improve visibility in sales operations and territory management. Using Salesforce Maps and Territory Planning, the team could optimize territories, allocate leads effectively, and monitor progress across regions. Continuous support and maintenance ensure smooth daily operations, quick resolution of issues, and adaptability to evolving business needs, creating a scalable platform that enhances productivity and decision-making across the sales organization.
Solution
1.Salesforce Configuration and Customization
- Designed and implemented custom objects and fields to capture unique sales data.
- Developed workflows and flows to automate key sales processes, reducing manual intervention.
- Set up validation rules to ensure data accuracy and consistency.
- Configured security settings to control user access and protect sensitive information.
2. Salesforce Maps and Territory Planning
- Utilized Salesforce Maps to visualize and manage sales territories effectively.
- Drafted shape layers to define territory boundaries based on strategic criteria.
- Adjusted lead assignment rules to ensure equitable distribution of leads among sales representatives.
- Imported leads to the system to facilitate seamless onboarding and tracking.
3. Day-to-Day Operations Support
- Provided ongoing support for user permissions, ensuring appropriate access levels.
- Created and maintained reports and dashboards to provide real-time insights into sales performance.
- Assisted in territory management, including adjustments and optimizations as needed.
4. Continuous Support and Maintenance
- Offered prompt resolution of issues encountered by users during daily operations.
- Addressed real-time errors to minimize disruptions and maintain workflow efficiency.
- Provided regular updates and enhancements to the Salesforce system to adapt to evolving business needs.
Benefits
- Increased Productivity: Automation of routine tasks and streamlined workflows allowed the sales team to focus on high-value activities, improving overall efficiency.
- Better Sales Insights: Real-time dashboards and reports provided enhanced visibility into sales performance and territory management, enabling data-driven decisions.
- Optimized Lead and Territory Management: Efficient lead distribution and well-defined territory alignment ensures equitable workload and improved coverage across regions.
- Minimized Operational Disruptions: Continuous support and maintenance reduced system errors and downtime, ensuring smooth day-to-day operations.
- Scalable and Adaptable Solution: The customized Salesforce platform offers a flexible framework to support growth while maintaining accuracy, efficiency, and strategic alignment.
Tech stack
- Salesforce Sales Cloud
- Salesforce Maps
- Salesforce Territory Planning
About Emorphis
Emorphis Technologies is a world-class software development and solutions company that truly believes in “Innovation in motion”. Delivery innovation on the go at an accelerated pace has been our success mantra to date. Over the years, we have provided value to our clients in the field of enterprise mobility, cloud, IoT, backend development, Big Data Analytics, and Blockchain.
We serve industries ranging from unicorns and startups to large multinationals in the healthcare, telecommunications, fintech, retail, and publishing industries. Our go-to-market software products – iStatement, iPublisher, and iBuggy have proved our mettle with positive, beneficial customer testimonials. We assist our clients with successful product development, consulting services, and testing (both manual & automated).
We have profound experience & expertise in various technologies like .NET, J2EE, PHP, iOS, Android, and Cloud Computing, viz. Amazon Web Services (AWS), Software QA & testing (Manual & Automation). Our designed products are cloud-ready and can be readily deployed on AWS/Azure cloud infrastructure.
Our pivot on engineering innovation and R&D helps quicken time-to-market, ensuring high quality at economies of scale, delivering cult competency for the global marketplace. We ensure that your ideas, concepts, and requirements are backed by brilliant execution at our end. Having said that, we extend end-to-end ownership of product/application design, development, and deployment.
