SBFM
SBFM is a business that offers several management services to businesses nationwide specialising in, Cleaning, Catering, Security, Waste Management, Pest Control and Grounds Maintenance.
They needed somewhere to quietly manage their sales process to manage new contracts and renewal of contracts.This would be a greenfield project to introduce salesforce to the SBFM sales team.
A way new way to track and celebrate when new deals are closed and/or deals are renewed. Salesforce was a perfect solution to get this resolved and for future expansion and use to manage customer information.
SOLUTION
Understood the business processes and apply best way to use salesforce to help manage and optimise these processes.
Applying some industry know features which will enable SBFM make the most of salesforce for their needs.
Migrated existing SBFM data from excel sheets into Salesforce.
RESULTS
The directors and team were accepting of the new salesforce implementation which has been used to manage their sales pipeline.
In conclusion, salesforce successfully designed, built and introduced the new salesforce instance to the business and migrated data into salesforce which was readily adopted by the business and the sale team. This helped them manage their Sales pipelines for better reporting and use.
Neil Creasey. Chief Commercial Officer.
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