ARi was approached to streamline leads in Salesforce whenever a request was originated from the customers website. Further directing the request to the corresponding distributor by region and establish communication channel between Distributor and Requestor.
Salesforce – Opportunity Management
Project Scope
- Create a lead in Salesforce when a request is originated from the company website.
- Direct the request to the corresponding Distributor by region and establish communication channel between Distributor and Requestor.
- Ability to convert the Lead to Opportunity(s).
Business Challenges
- Tracking of requests was done manually.
- No automated way of tracking the leads.
- Opportunities won/lost not visible easily.
- Change to the products were not notified immediately to the leads.
ARi’s Solutions
- Lead is created in sales cloud via a web-to-lead integration when a request is originated from company website.
- Subscription and Notifications are enabled and customized in Marketing Cloud.
- Create Custom dashboards for each distributor to identify high quality leads.
ARi’s Value Proposition
- Helped dealers in capturing leads from web with no manual intervention.
- Sales team is provided a customized sales path in the interface that emphasizes the action that they must take to drive the conversion from lead to opportunity.
- Helped dealers in increasing their sales.
- Tracking leads in salesforce helped the sales teams in identifying the high-quality leads via dashboards.
- Leads are immediately notified of the Products changes that’s interest to them.
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