Field Sales, Service Management, Distribution Management, Mobile Enabled Salesforce Automation

 

About Client

• A SaaS mobility salesforce automation (SFA) product company, helps customers with field sales automation having capabilities such as sales intelligence, field service management, order visibility, distribution management etc. With easy connectors it allows connections to company ERP and CRM systems and helping update the field information in real time.
• ActDBI partners with client on log term contract basis for growth advisory, sales support, technical advisory, product implementation support, and influencer marketing.
• Partner product of SFA caters to various industries such as CPG, building materials, financial services, white goods & consumer durables, chemicals, retail, and others.

Problem Statement

• Client had major issues with operational product management, customer onboarding which needs swift implementation support & ongoing technical advisory.
• Client required ongoing technical support, data engineer, and a hand holding with managing proposals as well as technical gaps in the product features.
• Continuous innovation and features – current & new capabilities, need for an ongoing process which needs strong technical knowledge that client team lacks.
• Agile planning of new feature development and commitment to implementation with right product backlog planning, scoping and managing customer priorities posed new challenges in addition to maintaining the current features.

Our Product & Solution Approach

• ActDBI partners and supports client and its technical teams since last 4.5 years.
• We support on backend implementation support, resourcing during customer onboarding and managing customer issues & meetings, and advisory during new / extended feature development needs.
• We provide following:
  • Consulting – functional & technical
  • Implementation support
  • Onboarding support as needed
  • Program management support
  • Influencer marketing (branding with right presentations, customer facilitation & meetings / workshop management, case studies & whitepaper generation, social sites & word of mouth promotions)
  • Analytics / New features solution design and POV creation
  • Cloud & ERP partner meetings & fit-gaps / architecture discussions

Results

• Continuous improvement
• Sustainable product features with limited defects & bugs
• TAT of 24 hours for resolving any priority customer issues
• Higher CSAT
• Improved end customer retention
• Recurring revenues
• Improved branding and product sustainability

 

Go through some of our blogs on SFA to familiarize with SFA and why it is important for businesses?

 

https://www.actdbi.com/redefining-field-sales-visibility/

 

Have a requirement to adopt SFA for your organization?

Contact us and get to know more about SFA and how we could transform your field sales experience.

contactus@actdbi.com