About the client
The client is a global leader in manufacturing electronic measurement solutions and precision tools, including oscilloscopes and protocol analyzers specially built for engineers and researchers.
Client challenges
The client faced several problems in their workflow due to a decentralized legacy application, which led to inaccurate manual data analysis, poor revenue tracking, and unclear forecasting, negatively impacting the business with inefficiency, data errors, and limited insights.
Salesforce CRM centralizes data, offers real-time analytics, reduces errors, and provides valuable insights for accurate revenue tracking and forecasting. It adapts to changing business needs and helps meet regulatory requirements. This results in more organized business operations and informed decision-making, offering growth potential to the business.
Salesforce CRM centralizes data, offers real-time analytics, reduces errors, and provides valuable insights for accurate revenue tracking and forecasting. It adapts to changing business needs and helps meet regulatory requirements. This results in more organized business operations and informed decision-making, offering growth potential to the business.
Solution
Upgrading to Salesforce CRM: Revolutionizing Data analysis and Revenue forecasting
- Automation streamlined the client’s processes and reduced the time of tasks that took hours to minutes. This helped them make decisions quickly and adapt to changes, making it easier to take capitalize on new business opportunities.
- Automating data entry made the client’s data management more accurate and consistent. This greatly improved the accuracy of their business processes, planning, and decision-making.
- With LevelShift’s Salesforce CRM implementation, the client now leverages a centralized single repository of data and has more control over data access and management.
- LevelShift’s Salesforce CRM implementation has eliminated over and above 15 hours of manual tasks, freeing time for the client’s sales teams.
Benefits
CRM analytics consolidates data, delivers real-time insights, and optimizes revenue tracking and forecasting. The system’s scalability and compliance features support seamless operations, informed decisions, and growth while minimizing manual errors.