CRM IMPLEMENTATION
CRM Consulting and Implementation Services
Your CRM (customer relationship management) platform is critical to the success of your company – a well-built one can make everything run smoothly, and a poorly-built one can gum up the works at best and hurt your sales at worst. Engine Room can go beyond the basics of CRM consulting and implementation services by maximizing the power of the platform. With a moderate amount of customization, we can create a fully integrated workflow for lead generation, lead nurturing, or customer support. We have experience implementing CRMs from SalesForce, Microsoft Dynamics, RedPoint, Razor Edge, FreshWorks, and BlackBaud.
OUR CRM CONSULTING AND IMPLEMENTATION SERVICES IN ACTION
CASE STUDY
Problem:A global materials company needed a way to support sales reps in the field by providing them with the most up-to-date procured sales, marketing, and technical assets. Proper permissions were needed to ensure that only sales reps with contracts for particular product lines could see documents for those product lines and those product lines only.
Solution:Since all business rules were already defined in the customer’s Salesforce.com instance, Engine Room built a custom portal on SFDC using Apex code and accessing data through Lightning. We also integrated Salesforce Cases, Communities, and Chatter for further collaboration and communication between reps in the field and corporate employees. This portal was then repurposed for similar use by a different business unit.
Business Benefit:The custom portal led to:
- Increased and more efficient sales
- Less operational friction between and within departments
- Happier salespeople