Skip to contentClient and Need
- Leading manufacturers in the pet industry
- Needed to improve accountability and reporting for internal reports and keep manufacturers informed on business activities and products
- Requested Statêra assist with Salesforce.com implementation to automate a number of existing business processes: campaigns, opportunities, and sales activities
Solution
- Planned integration and training based upon client data and requirements
- Executed data migration, Salesforce.com customization, and nationwide feedback capture from key stakeholders in order to build functionality
Value Added
- Developed reporting metrics to satisfy internal and external stakeholder needs
- Streamlined day-to-day activities to provide account manager a 360 degree view of a particular manufacturer
- Provided users with the capability to plan daily activities through the use of Campaigns and a custom “Meeting” functionality
- Met the unique needs of three separate sales groups across CLA
