Enhancing Sales Cadence and Dashboards for a Leading US Travel Management Company
Introduction
A premier travel management solutions provider in the United States faced challenges in streamlining their sales processes and optimizing their pipeline management. With disconnected sales processes and inefficient tracking systems, the company struggled with lead progression, manual CRM updates, and low sales productivity.
Nalashaa partnered with the organization to deliver an automated, high-impact solution, resulting in significant improvements in efficiency, productivity, and revenue potential.
The Challenge
Scalability issues
- Disconnected sales processes hindered visibility and real-time tracking of lead progression across various channels, leading to inconsistent follow-ups.
- Existing pipeline management within Sales Cloud lacked automated cadence tracking, resulting in delayed or missed follow-ups and lost opportunities.
- Sales teams were bogged down with manual CRM data updates, which consumed valuable time that could have been spent engaging with prospects.
Solutions
Implemented High Velocity Sales (HVS) to automate sales cadences with real-time task notifications and follow-up triggers, ensuring no opportunities slipped through the cracks.
Designed and deployed custom dashboards using Einstein Analytics, providing actionable insights into sales KPIs, team performance metrics, and lead conversion progress.
Automated sales workflows with Salesforce Flow, creating consistent processes for lead follow-ups and reducing manual interventions.
An outline of challenges we faced
Higher Lead Conversion
15% Increase in Lead-to-Opportunity Conversion through automated workflows that ensured timely and effective lead nurturing.
Improved Sales Productivity
20% Boost in Sales Team Productivity by automating of follow-ups and task management which freed up time for strategic selling efforts.
Reduced Manual Effort
25% Reduction in Manual Data Entry via streamlined processes improved data accuracy and allowed the team to focus on customer engagement.
Tools and Technology
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