Helping Resolve Account and Opportunity Management Problems Using Salesforce (Case Study)
A key element of a company’s business success is effective management of its customer accounts and opportunities. Proper handling of accounts and opportunities enables an organization to have better interactions with its customers, thereby allowing it to sell more efficiently. Unfortunately, many companies lack a robust process and the tools needed to handle accounts and opportunities with high efficacy, and this has a direct negative impact on their sales revenues. Today, we will see how Solunus helped a well-known energy company manage its accounts and opportunities very effectively, using Salesforce.
About the Client The client is a well-known name in the energy sector and based in Dallas, Texas. The company is into the business of oil and gas royalties, specializing in transactions pertaining to Permian Basin minerals.
Project Overview The customer wanted us to develop a solution that would enable them to handle their customer accounts and sales opportunities with high levels of efficacy. They also sought our assistance in enhancing their data analytics capabilities and integrating their Salesforce system with Dropbox.
Challenges Faced by the Client
The customer suffered from poor management of leads and opportunities
The energy company did not have a robust opportunity approval process
They were unable to impose business rules for opportunity management
The client lacked a system to upload files and documents directly from opportunity and asset details pages
Their ability to get real-time business insights was limited
The organization couldn’t integrate Salesforce with Dropbox effectively
How Solunus Resolved the Client’s Challenges