Learn how we enabled near real time flow of information between field Sales and HO to increase speed of response to market dynamics!
Learn how we enabled near real time flow of information between field Sales and HO to increase speed of response to market dynamics!
Easy availability of information drove adoption by sales team; we were able to get over 95% adoption within 3 months from go-live for over 1500 users

Background

The client is a leading building materials and aggregate manufacturer with global presence. The client’s current customer operation is spread across 70 countries serviced by close to 80000 employees. Salesforce was implemented for their sales, marketing, and service team. The primary objective of the implementation is to provide complete customer information to the Field sales/service team to empower and enable effectiveness.

To meet the above objective, the customer and transaction data maintained in SAP had to be integrated with Salesforce.

Challenges

  • The Field Sales team had limited information available to interact effectively with the dealers and distributors in terms of
    • Material stock availability
    • Status of orders and dispatches
    • Status of credit and overdue invoices
    • Status of schemes and discounts
    • Information on dealer performance
  • There was a need to ensure sync between SAP and Salesforce in terms of Account information, and master data related to territories and regions which could change from time to time.

Solution

  • Lister team worked with the client SAP team to integrate the complex data model in SAP into salesforce through a complex integration program, involving data transfer from SAP and transformation & insert updates into Salesforce objects.
  • Due to the high volume of transactional data and storage limitations, the solution had built in configurable parameters to limit data to certain pre-defined periods and override existing data to minimise consumption of storage
  • For transactional information-- like status of orders and dispatches--we enabled real time data to be pushed to a page in Salesforce, on demand, without storing the data.
  • Rich charts and dashboards were created to enable the field sales team to see snapshot of information easily.

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Outcomes

  • Easy availability of information drove adoption by sales team; we were able to get over 95% adoption within 3 months from go-live for over 1500 users
  • Dealer satisfaction improved due to the ability of Sales to team to provide accurate and quick responses to their queries and needs
  • There was positive impact on sales due to visibility of stocks and status of dispatches, enabling enabled dealers to plan and order more predictably

 

Testimonial
Director of Digital Commerce of a leading US-based airline.

"We see a great opportunity to align our digital marketing towards programs that are truly centered on what our customers are asking for.”

Director of Digital Commerce of a leading US-based airline.
Mithun Sacheti (CEO & Founder, Caratlane)

“I don't think that I imagined it to deliver any more than it has actually delivered. It is as perfect as I imagined in this phase of development. Ability for any different site to deliver any number of diamonds by the business rules configured on it will ease the work and it is quite phenomenal.”

Mithun Sacheti (CEO & Founder, Caratlane)
Manager - Project Management Office – Leading BFSI company

Many thanks to both you and Aditya for your support in getting us to this point. The project team owes both of you a big debt of gratitude for all your help, especially these last 2-3 weeks.

Manager - Project Management Office – Leading BFSI company
Manager - Project Management Office – Leading BFSI company

Many thanks to the team for the support in getting us to this point. We owe a big debt of gratitude for all your help especially these last few weeks.

Manager - Project Management Office – Leading BFSI company
COO, Auto parts retailer

“I wanted to let you know that we have a launched the website. Both mobile and desktop sites are up and running, and the site does look and perform great thus far.”

COO, Auto parts retailer
CRM Manager

Lister team has been working with Edmunds for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager
CEO, a FinTech company

Lister is a great Salesforce partner to work with. They bring outstanding capabilities to the table and have done a fantastic job in helping us revamp our processes and clean up Salesforce.

CEO, a FinTech company
Technical Manager, Edmunds Inc

"Thank you, Lister team, for successfully completing the release in a timely, coordinated manner. It was good to see the thoroughness and teamwork involved in executing the release plan."

Technical Manager, Edmunds Inc
AVP, Business Applications of a leading communications software company

"Lister did a great job in launching Partner Community project that was complex to roll out to thousands of partner communities which led to a spike in our revenue pipeline. Lister team has the best of technical talent who understand our business requirements well and come up with innovative, scalable design solutions to ensure the highest level of quality is met during rollout.

AVP, Business Applications of a leading communications software company
IT Director, A leading online learning company, USA.

"Lister did a terrific job at identifying, troubleshooting and fixing problems from the time we implemented Salesforce. All my original apprehensions about how quickly they'd be able to take over custom code and configurations and start to make an impact have been put to rest.

IT Director, A leading online learning company, USA.
IT Director of a US-based enterprise cloud data provider

"We were impressed by Lister with their speed of ramp-up and taking over the project from the earlier vendor. I see a good start by looking at your data on the performance of the teams, and we expect you to maintain this performance going forward"

IT Director of a US-based enterprise cloud data provider
Program Manager ,CRM Project

"Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility."

Program Manager ,CRM Project