Novagraaf is a 130-year old international patent and trademark consultancy, working with iconic brands to ensure all their intellectual property needs are met; they contacted us, wishing to revamp their processes to get all the best to modern reporting and collaboration opportunities.
- Accurately capture opportunity details and report on pipeline and forecasting
- Easily view changes from week to week and impact on targets
- Enable sales team to capture all information so that no deals go under the radar
- Create PDF quotes directly from Salesforce
- Create alerts, notifications and approval process based on business criteria
- Communicate with relevant team members in the context of specific records and share documents
- Implement accounts and opportunities; create reports and dashboards; implement forecasting
- Create appropriate reports and dashboards
- Fully train users and introduce a new working methodology
- Use native Quotes functionality to create PDFs
- Design appropriate processes using Process Builder and implement Approval Processes
- Implement Chatter and create appropriate groups to facilitate discussion
Vastly improved levels of management satisfaction; 100% of deals of opportunities are now being captured and tracked on the system; staff immediately using Chatter to raise questions and follow deals, showing a high degree of user adoption.
Regular cycle of improvement works now being taken, including the creation and tracking of new metrics and additional alerts/notifications.
More investment is in the works, following this successful rollout, including CPQ.