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Transforming Sales Efficiency: SmartONE's Journey to Seamless CRM Integration

SmartONE is driven by the challenges that inspire meaningful innovation. As industry leaders in a novel product class, SmartONE's state-of-the-art solutions have made significant impacts across over 80 communities in Canada. Their story is shaped by developers who recognize and leverage the potential of cutting-edge technology, fostering a new chapter of industry leadership.

COMPANY NAME

SmartONE

WEBSITE

LOCATION

Toronto

INDUSTRY

IT Services and IT Consulting

TECH

Salesforce Sales Cloud, Salesforce Automations

THE CHALLANGE

SmartONE faced several critical challenges in their quest for enhanced operational efficiency and strategic growth:

  • Unified CRM for Sales: Establishing a CRM as the single source of truth for the Sales team was crucial to ensure consistent, accurate, and comprehensive customer relationship management.

  • Scalable System: Developing a scalable system to support the company's dynamic and evolving processes was essential for sustainable growth.

  • KPI Management: Capturing, sharing, and acting on company-wide Key Performance Indicators (KPIs) was necessary to drive informed decision-making and performance improvement.

THE SOLUTION

To address these challenges, SmartONE implemented a robust and comprehensive CRM solution that included:

  • Account and Contact Management: Centralized management of accounts and contacts to ensure all customer interactions and information were easily accessible and up-to-date.

  • Lead Management with Automated Assignment/Routing: Efficiently managing leads with automated assignment and routing to ensure timely follow-up and conversion.

  • Opportunity Management with Customized Quote Wizard: Streamlining opportunity management with a customized quote wizard to simplify and expedite the quoting process.

  • Multi-Level Approval Process: Implementing a multi-level approval process to ensure accuracy and compliance in opportunity and quote approvals.

  • Campaign Management: Enhancing marketing efforts with effective campaign management to target and engage potential customers.

  • Automations:Reminders/Follow-Ups for Reps: Automating reminders and follow-ups to ensure sales representatives stay on top of their tasks and opportunities.
    Automated Quote/Opportunity Lifecycle Updates: Automatically updating the opportunity stage based on the approval status of quotes, ensuring accurate and real-time tracking.

  • Automatic Lead Stage Updates: Updating lead stages based on user activity to maintain accurate lead status and streamline the sales process.

  • Payment Model Based on Project Types: Customizing payment models to align with different project types, ensuring flexibility and financial accuracy.

  • On-Hold Process for Opportunities: Implementing an on-hold process with tracking of dates, reasons, and reminders to manage stalled opportunities effectively.

Through the implementation of this comprehensive CRM solution, SmartONE has successfully transformed its sales operations, ensuring a unified approach, scalability, and actionable insights that drive their continued success and leadership in the industry.

I am delighted to express my utmost satisfaction with their exceptional work in understanding our business needs and successfully deploying the Salesforce solution. I want prospective clients to know our experience with Evolving was outstanding. They deeply understood our business processes and requirements, ensuring the solution was tailored precisely to our needs. Their expertise and professionalism throughout the implementation process were commendable. Not only did Evolving deliver a seamless deployment, but they also provided excellent support and guidance at every step. Their attention to detail and commitment to our success was truly impressive. The team's technical proficiency and ability to troubleshoot any issues that arose were instrumental in achieving our desired outcomes.

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