Salesforce Solution to Track Sales Rep's Activities

The client gets equipped to track sales activities, analyze conversion rates, and monitor emails, meetings, and calls through Salesforce-Outreach and Aircall integration.

About the Client:

The client helps the best brands identify areas of improvement in their products and services focused on customer feedback analysis and artificial intelligence. Their market-leading process helps achieve business clarity with the VoC intelligence solution through advanced analytics and AI-driven solutions.

Industry:

Information Technology

Project:

Salesforce Implementation to Monitor Emails, Meetings, and Calls

Cloud Science Labs helped an IT client track sales rep activities by integrating Salesforce with Outreach and Aircall, streamlining reporting and enhancing overall efficiency for the client.

The Challenge

The client faced a challenge with tracking the work activities of their Sales Representatives. They were looking for a solution in Salesforce that can leverage their CRM to properly analyze on Sales rep's activities, including conversion rates, emails, and meetings.

They were mainly looking for a solution that efficiently tracks:

Sales rep's activities, performed by calling a prospect
A meeting scheduled with the prospect
Emails sent to the prospect

Improving Business with Salesforce

The Solution

To address the challenges faced by the client, CSL Salesforce experts develop a comprehensive solution using Salesforce, Outreach, and Aircall technology that customizes, implements, and reports to the client. The solution included: 1. Integration of Gmail with Outreach & Outreach with Salesforce to get the Google mails & the calendar in Salesforce. In this case, Outreach was used as Salesforce doesn't allow mail, and calendars to sync together with the Salesforce feature.

2. Integration of the Aircall with Salesforce to track each call made by the Sales rep in Salesforce.

Technology Involved

Salesforce
Outreach
Aircall

Services

Reports Implementation and Customization.

The Project Benefits

Cloud Science Labs integrated solutions using Salesforce that helped the client track sales activities and analyze conversion rates. The project benefitted the client with enhanced calling experience, tracking, and reporting workflow. The client benefits with:

1. Easy tracking of employee emails, meetings, and sales calls.

2. Calling through Salesforce-Aircall with the customers.

3. Creating reports every month, tracking emails, meetings, and calls of the employees.

Conclusion

Cloud Science Labs successfully delivered an effective solution by integrating Salesforce, Outreach, and Aircall. This helped the client to efficiently monitor reps' activities enhancing their ability to analyze conversion rates and streamline sales processes.