Salesforce Implementation for a Global IT Service Provider
Salesforce Implementation for a Global IT Service Provider
Overview
Client Overview
The client is a specialized IT service provider delivering Enterprise Service Management solutions to small, mid-sized, and enterprise organizations worldwide. With expanding global operations, the organization required a centralized platform to manage sales lifecycle activities, improve visibility into opportunities, and streamline resource planning. The client aimed to standardize processes, automate manual tasks, and enhance ROI from their Salesforce investment while supporting teams across multiple regions.
Challenges Faced
Fragmented Sales Data: Sales information was maintained in spreadsheets, making tracking leads, opportunities, and forecasting difficult.
Lack of Centralized Platform: No stable system existed to manage the end-to-end sales lifecycle across regions.
Manual Resource Tracking: Resource allocation and project planning were handled manually, reducing visibility and efficiency.
Limited Automation: Absence of workflow automation led to increased manual effort and slower deal progression.
User Access & Provisioning Gaps: Manual user management created administrative overhead and governance challenges.
Low Platform ROI: Salesforce capabilities were underutilized due to lack of structured implementation.
Avatu - Atlassian Gold Partner
Our Approach
Sales Cloud Implementation
Implemented Salesforce Sales Cloud covering Lead, Opportunity, Products, and Quote processes. Standardized the sales lifecycle and enabled better pipeline visibility and forecasting.
Custom Object Development
Designed custom objects for resource management and project tracking. Automated manual processes and integrated them seamlessly with the core sales workflow.
System Integration & Automation
Integrated custom objects with sales processes to ensure end-to-end visibility. Configured workflow automation for approvals, notifications, and task assignments to reduce manual effort.
User Provisioning & Security
Integrated Active Directory with Salesforce to enable Single Sign-On (SSO) and automated user provisioning, improving access control and reducing administration effort.
Steady-State Support & Optimization
Provided ongoing maintenance, enhancements, and performance monitoring to ensure continuous improvement and adoption across global teams.
Results Delivered
One-Stop Sales Platform: Unified system for managing the complete sales lifecycle.
Improved Salesforce Utilization: Platform aligned with business objectives and processes.
60% Increase in Lead-to-Opportunity Conversion: Better tracking and automation improved conversion rates.
75% Automation of Manual Work: Reduced manual effort in sales operations.
Enhanced Resource Visibility: Accurate view of resource utilization and availability.
Better Revenue Control: Improved tracking reduced billability leakage and increased ROI.
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