Sales Force Automation Success Story
Title: Sales executive
Industry: HR staffing services firm
Goal: Online access to pipeline health, measured against
the CCS process
Result: 2 week implementation of customized sales process populated with their customer data.
Success Story
To facilitate the adoption of their customized sale process and to reinforce
the CCS methodology, this sales executive needed a means to access pipeline information
based on CCS milestones with minimal downtime.
Her primary concern was the ability to access both an aggregate view of the pipeline but also account details to aid in determining pipeline quality and assist in account management.
Using this on-demand solution, she gained a networked sales system that was preconfigured with CCS terminology and customized to their sales process, inclusive of their customer data. She was able to produce reports of varying degrees of detail to coach reps as well as forecast revenues.