Wilco Source leveraged Sales Cloud Lightning and Salesforce platform capabilities to design a solution that streamlined their sales process. Salesforce triggers were developed to automate opportunity creation from Pardot form submissions on the Beckman website. Predefined logic ensured that opportunities were created only when specified criteria is met. This ensured lead qualification before an opportunity is created thus controlling the volume of opportunities.
Contacts and opportunities were assigned based on territory mapping. This resolved issues related to record ownership and eliminated redundant and uncoordinated sales calls. Email alerts were developed leveraging workflow rules to notify sales representatives when an opportunity of their interest is created. This provided visibility into high-quality opportunities so the sales rep could pursue it in a timely manner. This drastically reduced lost revenue opportunities and improved customer satisfaction.
Wilco Source created custom Visualforce reports to provide a better visibility into their pipeline and to manage the opportunity funnel better. We helped them perform campaign ROI analysis by associating opportunities with campaigns so they could determine which campaigns were the most successful. Highly customized dashboards were developed to provide real-time sales intelligence to management