Enhancing Sales Processes with Sales Cloud

Customer Background:

Pingwire, a promising business in Sweden’s regtech sector, specializes in scalable Anti-Money Laundering (AML) and Customer Due Diligence (CDD) software. They sought Deploy Consulting, following a network recommendation, to streamline their sales process and enhance overall efficiency. As a company focusing on financial services, Pingwire needed a swiftly implementable and scalable CRM solution to support their organic growth.

Challenges:

Pingwire required a comprehensive CRM system to enable their sales team to efficiently manage leads, prospective customers, and quotes in a coordinated manner. Previously, they relied on unstructured tools and methods that failed to provide a single view of customer interactions, support unified quoting, and pricing management processes. Being new to Salesforce CRM, they aimed for a modest investment in time and cost to quickly evaluate and benefit from Sales Cloud.

Deploy offered exceptional expertise in establishing our Salesforce solution.

• Gustav Ek, CEO Pingwire

Our Approach: Agile Sales Cloud Implementation

Pingwire leveraged the "New To Salesforce" offering from Deploy Consulting, emphasizing rapid time-to-market and high return on investment, aligning perfectly with Deploy’s company core values.

Agile Methodology

We leveraged an agile implementation approach, breaking down the project into manageable phases with regular review sessions. This ensured continuous alignment with the customer’s expectations and allowed for quick adjustments based on their feedback. Over four weeks, Deploy Consulting conducted iterative reviews at the end of each phase, ensuring that each component of the solution was perfectly tailored to Pingwire’s needs.

Maximizing Low-Hanging Fruits

Deploy Consulting focused on leveraging the low-hanging fruits of Sales Cloud to deliver maximum value with minimal effort. Key features such as lead management, opportunity tracking, and quote generation were prioritized to streamline their sales process - ensuring that the customer could start reaping the benefits of Salesforce immediately.

Solution Design based on Sales Process and Value Streams

Despite the short timeline, Deploy Consulting made sure to adapt the Sales Process and features in Sales Cloud to align with the revamped Sales Process and Products & Price Books at Pingwire.

Advisory and Expertise in Sales Process

During the discovery stage, we provided in-depth advisory services to assess and optimize the customer’s existing sales process. Deploy Consulting’s experts conducted a thorough analysis, identifying key areas for improvement and recommending best practices tailored to their business model. 

This advisory phase was essential in designing a solution that not only met their immediate needs where change was important, but also positioned them for long-term success.

Outcome: High Efficiency and Improved Insights

1. Enhanced Sales Efficiency

   Post-implementation, the customer experienced a significant improvement in their sales process.

2. Improved Sales Process and Insights

   The integrated and feature rich Sales Cloud provided a centralized platform for managing their customer data, improving data accuracy and offering valuable insights through a robust single view of customer interactions. This enabled the sales team to make data-driven decisions.

3. Great Customer Feedback

   Pingwire expressed high satisfaction with the implementation process and the results achieved. They particularly appreciated the agile methodology, which kept them involved and informed throughout the project. The quick turnaround time and immediate leverage of Salesforce’s powerful features were key highlights of their feedback.

Testimonial:

"Deploy offered exceptional expertise in establishing our Salesforce solution. Their comprehensive understanding of our requirements, coupled with their contributions to enhancing our overall sales process, was invaluable. The project was executed flawlessly, and the delivery exceeded our expectations." Gustav, CEO of Pingwire.

Conclusion:

This success story highlights our capability to deliver efficient and impactful Salesforce implementations in an extremely short timeframe, leveraging the standard methodology and offering in the New To Salesforce (NTS) package. By focusing on the agility, expert advisory and impactful discovery, and frequent customer involvement, we were able to exceed our customer’s expectations and achieve high satisfaction. 

This case demonstrates our dedication to understand and address the unique needs of our clients with the least amount of effort and cost. We look forward to partnering with more businesses to help them unlock the true value of Salesforce.