Cloud-Based Sales Management CRM Transformation

Salesforce

Confidential

Salesforce Sales Cloud, Salesforce Service Cloud

4 people

Confidential

Our client, a prominent business in Vietnam, faced the challenge of transitioning from a traditional paper-based system to a modern, cloud-based infrastructure. They sought an efficient sales management system to streamline their operations and enhance productivity. Recognizing the need for digital transformation to stay competitive in their industry, they partnered with SotaTek to achieve this goal.

The client approached SotaTek with a comprehensive set of requirements aimed at modernizing their operations. Their primary objectives included:

1. Collecting Information and Expertise: Gather detailed information and insights from all relevant departments to ensure a holistic understanding of the organization's needs.
2. Report Compilation: Generate reports tailored to the specific requirements of department heads, ensuring they receive the precise data they need.
3. Understanding Working Habits: Analyze and document the working habits and methods of various departments to create a system that aligns with existing workflows.
4. Consultation for Transition: Provide expert consultation to convert existing Excel-based systems to a cloud-based solution, maintaining the integrity and accessibility of data.
5. Sales & Services System Implementation: Develop and deploy a robust Sales & Services system to streamline and enhance the client's sales operations.
6. System Integration: Integrate the new cloud-based system with the client’s existing on-premise systems, including Accounting and HR, ensuring seamless functionality and data flow.

However, the project presented several significant challenges:

1. High Operating Costs: The cost of maintaining and operating disparate systems was substantial, necessitating a cost-effective solution.
2. Departmental Disparities: Each department operated independently, using unique Excel formats and methodologies. Transitioning from these isolated systems to a unified, cloud-based solution required significant changes in user habits and processes, adding complexity to the project.

Given these challenges, the client sought a solution that not only facilitated the transition to a cloud-based system but also unified their departments under a common platform, optimizing efficiency and reducing operational costs.

To address the challenges faced by the client, SotaTek devised a series of strategic solutions, leveraging advanced technology and a phased implementation approach to ensure smooth and effective transformation.

1. For High Operating Costs Challenge: To tackle the issue of high operating costs, SotaTek implemented a streamlined solution designed to minimize the number of licenses needed. By optimizing resource allocation and leveraging cost-effective licensing strategies, we significantly reduced the financial burden on the client, ensuring a more sustainable and economical operation.
2. For Departmental Disparities Challenge: Understanding the complexity of changing user habits and integrating diverse departmental systems, SotaTek adopted a phased implementation approach. We divided the project into manageable milestones, deploying each part incrementally. This allowed employees to gradually adapt to the new system, reducing resistance and ensuring a smoother transition. Throughout this process, we actively collected feedback and suggestions from users, using these insights to refine subsequent deployments and enhance overall system usability.

Technology Stack:

The backbone of our solution was built on the robust Salesforce platform, utilizing Sales Cloud and Service Cloud. These technologies provided the client with a scalable, flexible, and powerful foundation to manage their sales and service operations efficiently. The integration of these platforms ensured seamless connectivity with existing on-premise systems, including Accounting and HR, creating a unified and cohesive infrastructure.

• Transformed a paper-based system to a cloud-based Sales Management CRM using Salesforce Sales Cloud and Service Cloud.
• Achieved a 60% reduction in operating costs through optimized licensing and resource allocation.
• Enhanced operational efficiency and data accessibility while incorporating continuous user feedback for system improvements.

The collaboration between SotaTek and the client yielded impressive results within a span of just five months. Our phased implementation approach ensured that departments gained access to the new system swiftly, enabling them to transition from their old, paper-based processes to a modern, cloud-based solution with minimal disruption.

One of the most significant achievements was the substantial reduction in operating costs. By optimizing resource allocation and minimizing the number of licenses required, we were able to cut operational expenses by an impressive 60%. This not only provided immediate financial relief but also established a more cost-effective framework for future growth.

"We are extremely pleased with the results delivered by SotaTek. Their strategic approach and phased implementation allowed our departments to adapt seamlessly to the new system. The impressive 60% reduction in operating costs has greatly benefited our organization."

Overall, the successful deployment of the Sales Cloud and Service Cloud platforms, coupled with seamless integration with existing on-premise systems, has empowered the client to operate more efficiently and effectively. The positive feedback from employees and the rapid adaptation to the new system underscore the success of our collaborative efforts.