Essentials to Enterprise upgrade. SMB Transformation, Lowering cost of operation by 63%
Introducing
Salesforce Editions
Salesforce offers multiple editions and products with different functionality levels, deciding which feature is best suited to your business growth can be a challenge. Essentials is the small business edition of salesforce offering excellent value to business, quickly bringing most common tasks upto speed. Enterprise is an upgraded version offering additional automation and customizations. You can see the differences of these two editions in this article (Essentials Vs Enterprise). We at QR solutions help you with the consultation and implementation of the right Salesforce solution for you to maximize your ROI on a CRM.
Small business challenge
A small family-owned business operating out of Brisbane. This is a B2B business, supplying products manufactured in their overseas facility, to large public and private educational institutions. The business has been using Salesforce essentials for the last 2 years. However, feel the business is not utilizing all of the functionalities that come with it. The business owner also feels that there are a number of gaps in their sales and services process, that costs time and money to the business. The challenge was to address these gaps, automate where necessary and ensure a seamless business process – improving service quality and cost.
The following is the outcome of discovery done with the customer.
Current Setup
How have we helped?
On detailed analysis we established the above lead pipeline for this customer. This pipe line gave clarity in identifying the gaps, addressing these gaps and simplifying the entire sales process and more.
The following quick wins were identified and implemented
enables seamless email communication, communications tracking with potential prospects and existing customers.
Access email communications from contact and opportunity records.
Integration helps in improving efficiency and error free operation.
Develop simple flow’s to assign leads and cases to appropriate users
Develop simple forms to ensure data collection is complete – Enquiry and contact forms
Design and configure Lead stages to follow the customer journey.
We helped the business in the automation of their sales and service processes. The quick wins delivered a substantial boost to internal efficiency and service quality. Our salesforce development team and salesforce consultants ensured delivery of quick wins within the first 3 weeks of the project commencement. Quick Salesforce development services and Fast delivery by Salesforce Developers ensure a smooth transition and easier adoption of the processes. The Salesforce consultants ensured a tactical change management process to make sure there is 100% user adoption.
Essentials to Enterprise – Upgrade An Enterprise upgrade was opted to ensure we meet all of the business objectives and enhance productivity of the sales and service processes. The following features were implemented to achieve the desired result.
Office Automation (Productivity tools)
Integration
Salesforce Automations
Data Migration
Data migration is an important step wile implementing any CRM solution QR Solutions ensured the data quality while importing data of over 540 Account and Contact records from the Essentials instance. 170 Products and related cases, service requests were moved partially from Essentials and external applications into the new Enterprise Salesforce platform.
The following datasets were cleansed, deduped, normalized and imported into salesforce prior to going live
Customer Success
QR Solutions Salesforce consultants and Salesforce developers successfully transitioned the CUSTOMER’s Sales, Marketing and Administration divisions into Enterprise platform. This has ensured the customer has a 100% digitized platform that is transparent and efficient in servicing their clients, distributors and dealers.
The upgrade has contributed to the business in a number of ways.
Apart from the above process automation improvements the implementation has also improved the quality of work for the Sales and Accounts teams.
Project details
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