About the client
The client is a health information technology company that offers Marketplace-as-a-Service for entities in the healthcare ecosystem.
Client challenges
The client faced challenges with the automatic generation of sales tasks at random, making it cumbersome for their Customer Success Managers when an opportunity is closed won in Salesforce.
They sought LevelShift’s help to define a process and streamline their automatic task generation to improve the Customer Success Manager’s efficiency.
Solution
LevelShift analyzed the existing workflow and built a process automation to trigger once an opportunity is closed won.
- The solution automated the generation of primary tasks and assigned them to the respective users.
- Automation also generated and assigned subsequent dependency tasks to the users once the primary tasks were completed.
- LevelShift configured Salesforce to create recurring tasks every 30 days and 90 days based on the contract date.
Benefits
LevelShift implemented streamlined and automated workflows to enhance employee productivity, improve transparency, and accelerate the sales process. The benefits include:
- Improved employee experience and productivity: Streamlined processes reduced manual effort and boosted efficiency.
- Faster sales process: Automation enabled the Customer Success Manager to accelerate sales by 20%.
- Enhanced transparency and reporting: Management could monitor progress more effectively, improving oversight and decision-making.