Packaging Solutions Company caters to a wide range of industries with a focus on customer-centric, value-added solutions.
Streamlined and unified Lead, Account, and Opportunity management processes
Achieved a comprehensive 360-degree view of customers
Elevated forecasting, reporting, and management visibility
Optimized digital transformation in the Manufacturing Sales business unit
Facilitated systematic tracking and clear delineation between Leads and Opportunities
Implemented a collaborative approach for data synchronization across different ERPs, improving account setup and customer experiences
VP, Information Technology
Commercial Business Services
Transformation & Implementation
The existing systems lacked clarity between Leads and Opportunities, with minimal data points collected and no established KPIs or metrics around Lead conversion, resulting in cumbersome and manual processes
The company was on a quest for digital transformation with the aim to standardize and consolidate business processes across various units, improve customer experiences by achieving a 360-degree view, and enhance forecasting, reporting, and visibility for management
Developed a unified lead management system, distinguishing between leads and opportunities, and enhancing the conversion process
Implemented Salesforce as the System of Record (SOR) for accounts, streamlining account setup and ensuring data synchronization across ERPs
Introduced systematic opportunity tracking and incorporated the Richardson Sales Methodology for improved sales processes and accurate linkage to procurement orders
Facilitated the initial phase of digital transformation in the Manufacturing Sales business unit, setting the foundation for elevated customer experiences
Accelerate your top line across every single customer touch point. Seamlessly.
Finally, a tech stack to monetize all touch points across all channels.
We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.