The client was a reputed IT Company that provides a wide range of apps for the medical industry. The client has been using the Salesforce Sales Cloud to manage its customer relationship management (CRM) system. However, the company has been experiencing some issues with the Sales Cloud that was impacting its overall sales performance.
This case study will explore the problems that the client was facing with Sales Cloud, and recommend solutions to improve the company's sales performance.
Sales representatives have been facing difficulties in managing their leads and opportunities in the Sales Cloud. the client wanted to have its current erroneous Salesforce Sales Cloud instance fixed, and have a solution for its impeded sales process.
Major noted issues were :
CloudCache Consulting worked with the client to replace the Professional edition of Salesforce Sales Cloud with new updates that now reflect sales data properly.
Except this we :
After executing these solutions, the client now has a fully operating Sales Cloud instance, fit for purpose.
Now client :
Salesforce Sales Cloud (Professional Edition), Profiles, and Permission Sets.Lighting Flows, Salesforce Reports.
CloudCache Consulting resolved that particular issue successfully and enabled the client to replace its faulty Salesforce Sales Cloud instance with a fully functioning solution that met their specific business needs. The new Salesforce Sales Cloud instance provided accurate sales data, enhanced reporting capabilities, and user access management, leading to an improvement in the sales process. The client is now better equipped to make informed decisions, leading to better sales planning and business growth.