Statêra is now a Salesforce- and QTC-focused consulting agency. An exciting announcement about our digital transformation practice — including Microsoft consulting services — is forthcoming. More info »

Client 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