Enabled a one stop customer targeting and master data using Salesforce for a leading portable restroom rental company


The client wanted to enable lead scoring for effective targeting of existing and new customers by Sales reps. They needed a one stop solution that could help them prioritize customers and provide customer profiles to Sales reps for effective targeting and conversions.


We proposed to address this need with a three-step process.

  • Identify key metrics like past transactional behavior of customers, upcoming projects, potential of the customer, number of child branches to determine which customer to target and when.
  • Provide a sequential flow of these metrics and generate a consolidated priority score for customers, to help predict the behavior of the customer.
  • Convert the whole process into a one stop interface where the client could access Customer-360 profiles. Using this interface, the Sales reps could further navigate to any details related to their customer.

Key Benefits

  • The solution enabled the client to understand customer requirements better through details of their past transactional behavior
  • They were able to strategize which customer to target for maximum profits
  • The reps were able to plan their day and optimize the tasks being assigned to them
  • The client was able to track their customers and ensure that they do not lose important customers.


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Increase cross sell and up sell success rates

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Effectively identify drivers that define the output of Sales reps and benchmark their activities

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Create targeted strategies to stop customer churn

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