Success story:

As an adhesive manufacturing company, we were facing challenges in automating our sales process and providing our sales team with the tools and data to deliver value to our customers in a smarter, faster, and more meaningful way. We wanted to track deals across all stages of the process, integrate maps into Salesforce, and have greater insights and transparency to make more accurate predictions about our business with the help of reports and dashboards.

That's when we turned to TechAim Information Technologies for their expertise in implementing Salesforce Sales Cloud with customizations. The TechAim team created a transformational roadmap to maximize our Salesforce investment, ensure security, and meet organizational compliance. With their help, we were able to improve customer engagement and sales efficiency by 40%.

The customization included Sales Cloud Console, Lead Management, Opportunity Management, and Case Management processes, as well as email alerts for deals won, new lead creation, and case generation. They also implemented a custom lead flow process and lead assignment logic, which improved communication between the sales and post-sales teams.

With Salesforce, we now have a 360-degree view of our customers and their inquiries in one platform, which has increased our sales pipeline. All the information we need is in one place, and we can deliver instant insights for more informed decision-making. The simplified repetitive manual tasks have improved collaboration between departments, making our sales process more efficient and effective.

Overall, we are extremely satisfied with TechAim's services and their ability to deliver a solution that meets our unique business needs. With their help, we can sustain our growth and form new bonds with our customers. We highly recommend TechAim to any company looking to implement Salesforce and streamline their sales process.