How we helped a leading IT services firm to overcome their Siloed business process.
A leading US-based IT firm had an unnecessarily complex sales process that lacked standardization across key functions. The lack of an organized Sales CRM led to an inefficient decision-making process with overlaps across functions and hierarchy. This led to a lack of productivity amongst the sales team and a person dependent process. Intellika stepped in to help them manage their leads and decision-making process all on one platform, helping expedite their sales cycle and improving sales efficiency.
The firm lacked a unified CRM platform that could empower them to forge strong relationships with clients and deliver on time and on budget.
- Low productivity of Sales team with no clearly defined processes for lead management.
- No tracking of communications and interactions with the customers other than on email.
- Sales is highly person dependent, rather than process dependent.
iERA professional services suite built on the Dynamics 365 platform helps serve the business management needs of Consulting and Service-oriented organizations. It helps automate the lead management process to help sales teams be proactive and stay miles ahead of the competition.
Key benefit Areas
- Complete information of customers in one place.
- Opportunities, Cases, Projects and Invoices management on one portal.
- Visibility of all communications with a client as well as satisfaction index.
Performance Tracking and Live Reporting
- Goal management with well defined KPIs.
- Live reports on open opportunities, revenue per account and revenue per account manager.
- Comprehensive tracking of the performance of service desk and delivery.
- Standardization and automation of service and delivery process.
- Replaces disparate systems with one on-demand cloud solution.
- Comes with extensive marketing automation and necessary third-party integrations.
- Helps save on huge Capex investment in Technology and security infrastructure.
Actionable Business Insights
- Actionable analytics to adapt and take corrective action if required.
- Live dashboards and interactive reports with rich visualization.
- Visibility to proactively address customer needs.
- Customer satisfaction index improved across all parameters.
- Inside sales team productivity improved as they stopped juggling between various systems.
- Real-time visibility of Sales Operations helped management take proactive decisions instead of reactive.
- Cross-selling opportunities increased tremendously as the account managers from various business lines started to collaborate better.