CRM Transformation for a Leading Professional Services Organization with Salesforce

CRM Transformation for a Leading Professional Services Organization with Salesforce

Our client, who is a global professional services company that minimizes risk and enhances efficiency of the customers, was using different instances of Salesforce across the organization. It wanted to unify its commercial processes, improve data-sharing, and increase cross-selling opportunities for its products and services, while improving customer experience and loyalty. Besides these, our client wanted to ensure there were adequate compliance measures in place and ease of accessibility to data.  

Hexaware worked closely with our client’s teams to review the current state of the processes and developed a centralized global process for the future state. Using industry-leading solutions like Salesforce Sales Cloud, Salesforce Service Cloud and CPQ cloud, we streamlined their sales, quoting, and contracting processes. This provided a single instance of Salesforce across all business units with access to data for all users. Unified support for multi-country and multi-jurisdictional processes was established and a guided selling process to ensure accurate quotes and improve order accuracy was enabled.

Our solutions achieved the following business benefits for the client:

  • Increased sales pipeline of 10K quotes within the first 30 days of launch
  • Faster time-to-market with higher win rates 
  • Improved customer loyalty
  • A robust unified system with 600 users globally
  • Data-driven decision making due to accurate reporting of key commercial metrics
  • 50% reduction in quote generation effort
  • 14% increase in cross-sell index among clients

Discover how Hexaware helped a client achieve superior user experience with an enhanced user interface that led to improved operational effectiveness and reduced costs.

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