Redox
Sales Cloud: A Customer Success Story.
Simpliflying Sales Cloud
How we helped Redox visualize their sales pipeline and grow their business.
Challenges
Best Practices
Sales reps had no consistent method to track leads and opportunities. Leads were managed within email and spreadsheets, and each rep had their own individual process. Not only did the sales process take longer, it more made it difficult to onboard new sales reps.
Customer Relationships
Redox didn’t have a CRM in place to store customer information. Sales reps had difficulty tracking and retrieving customer data, which meant that each sales cycle took longer than necessary.
FORECASTING
Executives and board members had limited visibility into the sales pipeline and weren’t confident in the data. Without accurate forecasting, it was impossible to plan for the future.
REPORTING
Without a CRM in place, Redox was not able to generate the reports needed to be successful.
Jesse and Kyle are not just consultants. They are a member of your sales organization.
The Solutions
Consulting
Emelar worked with Redox to gain a deep understanding of their sales process and ideal workflow. From there, we established a more consistent sales process using Sales Cloud.
Sales cloud
Emelar customized Sales Cloud with checkpoints that enable Sales Reps report on leads and opportunities as part of the sales process.
einstein analytics custom development
Emelar used the checkpoints to develop finely tuned reports that help Redox leadership to accurately see their sales pipeline, and, in turn, plan for the future.
The Results
CONSISTENCY
By creating intuitive procedures that matched Redox’s sales process, sales reps can not only close more sales, but it takes less time to finalize deals. In addition, the standardized workflow makes boarding new sales reps a more efficient process.
CLARITY & CONFIDENCE
Customer data can be retrieved, used and reported on at all levels of the organization – which means better customer service, faster sales cycles and easier reporting. Redox can now forecast its revenue effectively, using the power of Salesforce to help drive the business forward.
