Revitalizing the Sales Engine: Optimizing Salesforce for a Natural Health Products Organization
Overview.
The client, a global leader in natural health products, was underutilizing their Salesforce platform, hindering business potential. With less than half of the features deployed and low user adoption, Salesforce was functioning as a basic customer data tool. Manual data loads, unnecessary automated tasks, and limited transparency into customer data were slowing their ability to deliver a holistic wellness experience for their clientele.
A globally recognized leader in the development, manufacturing, and commercialization of innovative, science-based natural health products was experiencing a classic case of under-utilized potential with their Salesforce platform. Imagine a cutting-edge, bio-active supplement languishing on the shelf – that’s what their Sales Cloud resembled. Less than half the features were deployed, mirroring the sluggish user adoption rate. In essence, Salesforce functioned as a glorified digital rolodex for customer data. Manual data loads became a time-consuming black hole, while storage overflowed with superfluous automated tasks. This lack of transparency into customer data essentially blocked their path to achieving an optimized, holistic wellness experience for their clientele.
Solution.
Coforge partnered with client’s business & technology teams in 4-week Advisory & Consulting engagement, involving a highly experienced team of Solution and Technical Architects. Document As-Is business processes, technical challenges, and future expectations Identification of pain points and shortfalls in current Salesforce implementation & usage Created an Implementation roadmap:
Scalable solution blueprint
Product Backlog and high-level timelines
Application of industry best practices.
The Impact.
40%
Increase in user adoption
20%
Reduction in Licensing costs
Comprehensive view of areas of improvement, industry best practices, recommendations and a clearly laid out 1 year implementation plan.
Highly optimized Salesforce environment with:
40% increase in user adoption
20% optimization in Licensing by optimally using the licenses
40% reduction in Data Storage, due to changes in Task auto creation
Enhanced & improved Customer Experience
Enhanced Data Quality with structured, and automated data loads
