![]() The dashboards eliminated the time needed to put together on-demand reports while providing managers with full visibility of team performance. Such an opportunity automatically appears on the Quote Board to provide visibility on the type of quote required, the person working on quote generation, and the timeframe for completion. When the opportunity moves to a particular stage, the sales rep requests a quote. The dashboards help the team identify what they need to improve to reach the target.Īdditionally, one of the dashboards was created to visualize the quote management process. Customized dashboards have been developed to provide an instant overview of the sales team’s daily progress and marketing campaign results. Thanks to the mobile application, sales reps can promptly add new contacts to Creatio, and the system will remind them to take the next steps in the sales process.ĭata efficiency was one of the key project goals, as such, Techosystem ensured the BPA team could download the required analytics and act on them. Labor-saving automation saved extra time for the reps to spend in the field attracting prospective customers. The centralized solution significantly contributed to the marketing and sales alignment bringing on a successful lead hand-off process.īPA sales reps often present their solutions at industry trade shows. Automated sales workflows outlined each step for sales reps as they progressed through the sales funnel, starting from the lead assignment, ultimately leading to opportunity conversion. ![]() A holistic customer view enabled intelligent audience segmentation for personalized marketing campaigns resulting in streamlined lead generation. Now customer data and every interaction are logged in the system and easy to track. The system works exactly the way we want it to work,” says Scott Williams, Regional Sales Manager at BPA.Ĭreatio platform has become a digital hub for BPA sales and marketing teams. “It was impressive to see how quickly we could adopt the system and implement the desired workflows. Platform flexibility allowed BPA employees to start configuring the processes and building dashboards independently shortly after the implementation. It does not store any personal data.The system was implemented with the help of Creatio’s partner Techosystem, who ensured a smooth transition and quick adaptation of the BPA team to the new work environment. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. The cookie is used to store the user consent for the cookies in the category "Performance". This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. The cookies is used to store the user consent for the cookies in the category "Necessary". This cookie is set by GDPR Cookie Consent plugin. Blueprint Marketing 124 followers on LinkedIn. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. Necessary cookies are absolutely essential for the website to function properly.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |