Salesforce automation is an enormous challenge for most enterprises. Multiple CRM systems for accessing marketing and customer information creates unnecessary complexity, decreases overall sales productivity and adversely affects business agility. Major players are exploring options to move their sales community to agile CRM platforms and adopt mobile CRM applications.
The client is a leading global provider of customized and adaptive digital learning solutions, educational materials, information and solutions for primary grades, higher education, assessment and professional markets. With a user base of 11 million globally and digital content repository of more than 4 petabytes, the client’s products and services are widely adopted and is available in more than 60 languages.
The client required an intuitive user interface for the on-field sales representatives, which could serve as a one-stop-shop for accessing marketing information and capturing key customer details. Through this mobile application, integrated with Salesforce CRM, the client was looking to improve:
- Data quality and accessibility: Ease of access to marketing information offline
- Productivity of sales community: Reducing the time spent on documentation post customer visits
- System and process efficiency: Manual compilation, authentication and updating