APPROACH

We proposed to enable this using the following approaches:

  • Data exploration to understand and analyze data
  • A robust data-design on the client’s new SFDC Lightning Platform to meet business requirements
  • Data consolidation and cleansing using de-duplication process, ERP linkages and data enrichment through 3rd party data
  • Recommendation for a parent-child hierarchy set up
  • Data governance to ensure availability of high-quality data

KEY BENEFITS

  • The client now had access to centralized customer data that enabled better customer visibility
  • The parent-child hierarchy set-up allowed the client to identify cross sell opportunities, prospects and dormant customers across its SBUs
  • Integration of data from multiple sources enabled the sales leadership and executives to monitor, predict and drive growth strategies

RESULTS

  • Integrated master data on SFDC lightning platform enabled sales reps in creating cross-sell opportunities valued over USD 4.6M within three months
  • Detailed reports and dashboard created on new SFDC Lightning platform for individual and overall business segments have helped provide insights for decision making to leadership and sales teams

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