The solution: Cloud, coaching, and
Through joint workshops, Cloud Innovation got a thorough understanding of the company’s current way of working, its pitfalls, and, crucially, what it would take to put something better in place. Once the requirements were defined, it became obvious that Salesforce, the cloud-based business platform, was the best choice. More specifically the following solutions:
- Sales Cloud, a set of tools of which the functionalities cover the typical CRM requirements, including account and contact management, opportunity and pipeline management, and activity management and reporting. Sales Cloud empowers both the sales team and their managers to take their account management and sales process to the next level.
- Visit 360, an accelerator developed by Cloud Innovation, enabled Ecco Products to optimize on-site visits. How? By helping sales experts to prioritize accounts, determine account-specific tasks and objectives, and generate elaborate reports – including fully-automated visit reports in PDF format.
Cloud Innovation’s approach laid the groundwork for a successful implementation that focused on maximizing adoption. After rigorous testing by key users, the team organized coaching sessions to capture everyone’s feedback. These were not your typical dull monologues, but engaging hands-on sessions that zoomed in on the end user’s daily routine.
Thanks to rock-solid collaboration and transparent communication, the go-live went very smoothly. This was in no small part the result of thorough testing and great coaching during the project. Even after go-live, coaching sessions and evaluations continued to take place to account for changing business processes and new, innovative functionalities included in every Salesforce update.