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 Implemented Salesforce for a Leading International Organization Case Study
Case Study

Streamlined Sales Process for a Leading IoT Connectivity Provider by Implementing Salesforce Sales Cloud

Client

The client is a pioneer in IoT connectivity management technology, offering intelligent hardware and network solutions. They collaborate with global cellular network providers to facilitate local connectivity.

Industry

Information Technology


Region

APAC

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Challenges

The client grappled with an intricate, inefficient sales process that was heavily dependent on manual operations and disparate tools.

They encountered several challenges, such as managing asynchronous methods for different integrations, circumventing email sending restrictions, dealing with email signature character count limitations, and overseeing data migration from another Salesforce organization.

Solution

The Datamatics Team implemented Sales Cloud to improve the clients business operations and sales process. This involved significant customizations and integrations, including a custom tab and field dependency paths developed using Lightning Web Components (LWC).

Additionally, Datamatics integrated several external tools such as Calendly for appointment management, MailerLite for email marketing, and Slack for team collaboration, thereby enhancing the system’s functionality.

Impacts

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70% increase in outbound follow-ups to leads

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Streamlined sales enhanced operational efficiency

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Enhanced Visibility

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Improved team collaboration

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