Streamlining Lead Flow and Sales Account Assignments in Salesforce Implementation
Challenge
Our client faced two major issues during a Salesforce Implementation:
Lead Flow Issues: Data duplication caused improper lead flow.
Sales Account Assignments: Duplicated account assignments led to incorrect sales territories and multiple reps working on the same accounts.
Solution
Synergy Technologies implemented a comprehensive solution to address these challenges:
Data Remediation and Deduplication
Entry Points Remediation: Ensured accurate data capture and reduced duplication at the source.
Contact and Account Data Deduplication: Conducted a thorough review and deduplication of contact and account data within Salesforce.com.
Integration Evaluation
Evaluated and optimized integrations between key systems, including Marketo, a Data Warehouse, and Salesforce.com, ensuring seamless data flow and consistency across platforms.
Sales Hierarchy and Territory Management
Sales Hierarchy Evaluation: Evaluated critical sales hierarchy components to understand the structure and flow of leads.
Customized Lead Flow Analysis: Analyzed the highly customized lead flow to ensure proper alignment with the sales process.
Sales Territory Management: Managed and optimized sales territories to prevent duplication and ensure accurate account assignments.
Benefits
Improved Lead Flow: Enhanced efficiency and accuracy in lead handling.
Accurate Account Assignments: Prevented duplication and ensured clear sales territories.
Enhanced Data Consistency: Achieved reliable data flow across systems, supporting better decision-making.
Synergy Technologies' solution streamlined processes and significantly improved the client's sales efficiency and effectiveness.