Salesforce Case Study – The Business Challenge

Ortho Consulting Group’s CRM software was preventing the business from having full visibility of its information to help them drive sales growth and manage relationships efficiently.

With the substantial subscription renewal looming, the challenge was to have the entire Salesforce solution implemented and live within four weeks.

Business Challenge - Western Union

The Salesforce Solution

Our approach was designed to ensure OCG achieved the maximum value from their Salesforce platform investment and engagement with Consleague in the shortest possible time.

Based on the feedback we have received during our Discovery Mapping Process, we were confident to recommend that our Salesforce QuickStart Programme would be appropriate to deliver OCG’s requirements with minimal overheads and maximum return on investment.

This solution framework provided the features Ortho Consulting Group required immediately. whilst allowing them the flexibility to develop the platform further in the future as their needs change. Their business requirements made them the ideal candidates for our QuickStart Programme.

The Results – Salesforce Customer Success!

Consleague has helped to digitally transform Ortho Consulting Group’s business operations. We successfully delivered:

  • Rapid delivery and installation of the core Salesforce Application Management
  • Customer and Contact Management
  • Pipeline and Activity Management
  • Security Settings
  • Reports and Dashboard Management
  • Data Import modules
Salesforce Customer Success

Key CRM requirements met:

  • Maintained that key relationships are all in one central place
  • Gave visibility of all required client information
  • Enabled transparency across other sales & marketing opportunities
  • Provided real-time performance/activities management at all levels
  • Ensured accountability, availability & security of information
  • Delivered Project Management functionality
  • All processes now set for increased sales process and efficiency

What Salesforce Solution Does Your Business Need?

Click on the button below to book a 30-minute Discovery Mapping Lite call with one of our Salesforce Solution Experts.  Find out how Consleague can help to digitally transform your business.

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