BI & Analytics

Salesforce Transformation

Our Client Streamlined Quoting, Customer Service and Lead Generation

Advisory Services

This client was looking to deliver technology that would automate the sales, service, marketing and quoting processes for their national Sales and Service teams. We worked with the client to clearly define the future state processes for sales, marketing and service. The Salesforce solution delivered streamlined and automated sales and quoting processes, improving the Average Gross Margin per quote, improving customer service and developing more qualified sales leads.
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