Standardising data processes
A structured Salesforce Sales Cloud CRM implementation that could unify data and standardise business processes was a top requirement for our skincare customer. Skinade were looking for a system that could align their customer data along with the manufacturing and distribution processes within the day-to-day operations.
Centralising data management
Skinade were dedicated to achieving a solution that could effectively manage and track leads from trade shows as well as offer centralised data management for sales, partners and customers. Automation was another key qualification task for cyclical calls to B2B customers. Taking these requirements into consideration, it was clear that Skinade needed a system that could assist with reporting, capturing and managing campaigns, GDPR and key B2B and B2C demographics.
Salesforce Sales Cloud Implementation
With an existing Magento e-commerce set up and bespoke integration into Xero plus a variety of manual processes, streamlining was essential. Our expert implementation team developed useful lead, sales and marketing campaign processes with centralised data management in Salesforce Sales Cloud. This cloud implementation brought together management, internal and sales functions. Enabling demographic data across leads, customers, partners and sales allow Skinade to have effective cross company reporting. What’s more, the workflow automation of key follow-up and cyclical calls has provided better customer engagement overall.
“We chose to work with Coacto due to their diligent and thoughtful proposition, which demonstrated to us a good understanding of our business needs. During the project, they made frequent contact with us and maintained clear lines of communication. The project was delivered on time and to spec, which is a rare thing in IT development.”Business Development Manager
Retail and B2B
Outlook, G-Suite, Spanning, Mailchimp, Salesforce for Outlook, Xero and Magento
Integrated Solution Provider
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If you are looking to unify your customer data and processes, our expert team can be on hand to assist.