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Obiettivo
Improve and optimise sales flow, implement a customer care section, monitor agent work, and have centralised data for sales forecasting and process analysis.
Aree di intervento
Azioni
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Business analysis
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CRM implementation
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Omnichannel platform
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Salesforce marketing cloud
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Functional analysis and project management with definition of the KPIs; configuration and implementation of Sales Cloud (campaigns, leads, accounts, opportunities, quotas, connection to the site via contact form); configuration and implementation of Service Cloud, Field Service, Knowledge Base, Pardot. Lead/prospect/contact management, CRM data import and Salesforce integration with management.
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Sales and leads generation
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System integration
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Customer care
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Knowledge base, organization of agents' work (field service)