The Business Challenge

SPT Labtech as a maturing global organisation with an established team looked to ensure that their investment in Salesforce delivers tangible business benefits, scalable operations and supports their organisation throughout its growth.

There had negative experiences with a previous Salesforce partner who had failed to meet expectations in terms of delivery, resulting in a lack of confidence in both the platform and the vendor.

The current implementation of Salesforce lacked in capabilities and as such many hours were lost each day employing manually onerous processes to keep the business running smoothly.

Read: Top 5 Tips for a Successful Salesforce Implementation

Business Challenge - Western Union
Business People in Salesforce Meeting

The CRM platform was based on Salesforce classic (not lightning), sales approach disjointed, and in need of harmonisation, business processes ranged in maturity, and as such data quality was impacted.

CPQ implementation not completed and as such, the administration overhead high and the system lacked robust document generation and numerous manual processes in place to address system shortfalls. This resulted in  loss of productivity.

There was no end-to-end visibility of the customer and their associated information, nor any front-end sales tools that integrated with finance.

The Salesforce Solution

Assessment of People, Technology and Processes to develop a target operating model that informs delivery of a technology platform fit for SPT

Creation of a delivery roadmap to demonstrate to stakeholders what the long-term plan for Salesforce is

Delivery of key Salesforce changes aligned to an agreed plan

Delivery of a robust managed service agreement to ensure SPT remain supported

The Results – Salesforce Customer Success!

As a result of Consleague’s recommendations, SPT proceeded with the next phase, delivered by Consleague:

  • SF Lightning migration
  • Migrate all non-standard Salesforce objects into standard Salesforce objects
  • Introduce Opportunity teams
  • Introduce Chatter
  • Collect the required data for the Customer Service Order Form and Salesforce Approvals
  • Capture and update the manufacturing status of each order
Salesforce Customer Success
  • Enable synchronisation SiteLine and Salesforce to keep product portfolio’s aligned
  • Design and implement alternative SF page layouts to ensure pages are efficient and useable
  • Enhance user onboarding, training, support
  • Scheduling and skills-based routing capabilities
  • Detailed review of the CPQ platform

SPT Labtech fully realised the benefits of using Salesforce and partnered with Consleague to provide their platform with Salesforce Managed Services.

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