Discover how a top propane supplier enhanced sales processes and customer experience with Salesforce enhancements and ERP integration for seamless service.
A leading North American propane supplier sought to enhance their existing Salesforce Sales Cloud implementation. The company, already a Salesforce user, aimed to optimize their sales processes and expand the tool's functionality.
Learn how Icreon partnered with the client to deliver a solution well-integrated with the ERP system along with a powerful mobile application to enhance customer experiences and sales.
The client faced the challenge of implementing and managing CASL (Canadian Anti-Spam Law) regulations within their system to ensure compliance and streamline their marketing activities. This required a robust solution to adhere to the stringent CASL guidelines and enhance the efficiency of their marketing operations. Additionally, there was a pressing need to develop a mobile application for their sales team. This app would leverage the capabilities of the Salesforce Sales Cloud platform, enabling sales representatives to manage the sales process effectively while on the go. The dual challenge of regulatory compliance and mobile sales efficiency required an integrated, innovative solution.
After thoroughly analyzing the client's requirements, the Icreon team developed a comprehensive solution that integrated with the ERP system to efficiently manage customer transaction data. This integration enabled the automated updating of consent status and tracking of remaining days based on CASL guidelines, ensuring compliance while executing marketing campaigns.
Additionally, we built a mobile application using Salesforce 1, tailored to empower the sales team in the field. The app streamlined the sales process by allowing sales representatives to capture leads and opportunities, create quotes, take site images, and capture e-signatures directly on-site. This solution significantly improved both regulatory compliance and sales efficiency.
Icreon provided strategic consulting by analyzing the client’s needs to enhance their existing Salesforce Sales Cloud implementation. We created a roadmap to extend the tool’s functionality and improve sales processes, ensuring the client maximized the value of their Salesforce investment and optimized their overall sales operations.
Icreon implemented a seamless ERP integration solution for the client, enabling the efficient retrieval of customer transaction data and automated updates to consent status. This integration ensured compliance with CASL (Canadian Anti-Spam Law) guidelines and optimized the execution of targeted marketing campaigns, enhancing both regulatory adherence and marketing effectiveness.
Icreon developed a Salesforce 1-based mobile app that empowered sales reps to manage field sales efficiently. The app enabled them to capture leads, opportunities, quotes, site images, and e-signatures on-site. This ensured all sales activities were recorded accurately and allowed for immediate quote generation based on usage, product, and location.
Icreon provided ongoing support and maintenance to ensure the seamless operation of the client's Salesforce solutions. Our services included troubleshooting, regular updates, and system optimizations to address any issues promptly. This proactive approach ensured the client's systems remained efficient, reliable, and aligned with evolving business needs.
Integrating with the ERP system provided sales reps with access to customer transaction details and consent status directly within Salesforce Sales Cloud. This enabled marketers to tailor campaigns based on implicit or explicit consent types. Availability of the mobile app to sales reps visiting customers ensures that all the details regarding sales activities were captured at client location and a quote with calculations based on usage, product and location can be provided to the client.
