APPROACH
We proposed to enable this using the following approaches:
- Data exploration to understand and analyze data
- A robust data-design on the client’s new SFDC Lightning Platform to meet business requirements
- Data consolidation and cleansing using de-duplication process, ERP linkages and data enrichment through 3rd?party data
- Recommendation for a parent-child hierarchy set up
- Data governance to ensure availability of high-quality data
KEY BENEFITS
- The client now had access to centralized customer data that enabled better customer visibility
- The parent-child hierarchy set-up allowed the client to identify cross sell opportunities, prospects and dormant customers across its SBUs
- Integration of data from multiple sources enabled the sales leadership and executives to monitor, predict and drive growth strategies
RESULTS
- Integrated master data on SFDC lightning platform enabled sales reps in creating cross-sell opportunities valued over USD 4.6M within three months
- Detailed reports and dashboard created on new SFDC Lightning platform for individual and overall business segments have helped provide insights for decision making to leadership and sales teams