Sales Cloud Implementation

Sales Cloud Implementation

Novagraaf

COMPANY PROFILE

LOCATION Amsterdam, The Netherlands
INDUSTRY Professional Services
SOLUTION(S) Sales Cloud, Chatter, Lightning.
GO LIVE DATE: 14th November 2017

COMPANY OVERVIEW

Novagraaf is a 130-year old international patent and trademark consultancy, working with iconic brands to ensure all their intellectual property needs are met; wishing to revamp their processes to get all the best to modern reporting and collaboration opportunities.

CHALLENGE

  • 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

SOLUTION

  • 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

RESULTS

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 in the works, following this successful rollout, including CPQ.

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