Case studies

AGEDISS

Carrier specializing in the delivery of furniture and bulky goods

+ 350 employees/users

Industries

Services

JOB NEED

Implement a modern and collaborative customer relationship management platform to replace the old tool .

PROJECT OBJECTIVE

Maximize sales performance
Structuring and automating key business processes
Integrating a modernized IT ecosystem
Engage all employees collaboratively .

MISSIONS COMPLETED

Sales Cloud implementation for account and contact management, including on mobile devices
Business management with Microsoft SharePoint link to quotes
Implementation of a simplified
Monitoring of business activity (appointments, calls, emails) and connection with Microsoft Outlook
Building reports and dashboards in Salesforce & Direct access to Microsoft Power BI reports via a connector
Integration with Microsoft Azure SSO to facilitate user login
Development of a qualification sheet, based on Salesforce data, to facilitate Go/ Nogo decisions .
Complete data migration from the old CRM
Training in Nantes for all users, advanced users (mainly reports) and 2 Salesforce administrators

DEPLOYED SOLUTIONS

Extracting targeted business data in PDF format

PROJECT DURATION

The first phase of the project (described above) lasted 4 months (lot 1), from the first workshop to the Go Live (July 5, 2023 ).
Starting in September, we are launching an integration project with the rest of the IT system (lot 2 ).
Lot 3 will be launched at a later date; it will offer more advanced business features such as integrated quote management.

Transportation

15 Overall

FINANCIAL STATEMENT & RESULTS

The old tool has been decommissioned in favor of a more modern CRM with enhanced features and strong extensibility capabilities .

CHALLENGES

Improving customer and employee
Strengthening synergies (Sales Administration, Field Sales & Inside Sales )
Managing sales performance in real

ROI

The entire sales and sales administration team now uses a modern, user-friendly tool that provides centralized information accessible also from a smartphone .

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