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Sales App for an Enterprise

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Deal Maker – Web based account planning and management application that makes sales process technology-enabled and easy for their sales team. Fujifilm required the complete account planning and …

Deal Maker – Web based account planning and management application that makes sales process technology-enabled and easy for their sales team. Fujifilm required the complete account planning and management module for their sales team to automate and reinforce their sales process.

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  • 1. Case Study Increasing Sales Velocity through Proven Sales App for an Enterprise Challenge Fujifilm wanted their sales team to meet their growth targets aggressively and improve their sales achievement. It was quite difficult for account managers to handle updated summary of customer buying details, agreements and approval sheets at one go. To meet constantly changing business needs and evolving workloads Fujifilm wanted a web based application for their internal use in order to gear up their sales team with the tools and knowledge they need to sell effectively and get valuable, deal-specific instruction. While embarking on a new paradigm which involved the adoption of a formal sales process, Fujifilm wanted to makes sure that all the security measures are taken care of. And therefore, they wanted us to integrate an approval process to set a proper hierarchy and allow managers to make changes in a deal and then approve it. Background Fujifilm Graphic Systems is the nation’s largest distributor of equipment, consumables, and technical services for the graphic communications industry. Fujifilm provides its customers with products and technologies that are best and latest, and it is completely committed to its clients with a broad range of commercial printers, color separators, service bureaus, and graphic design/art studios to newspaper, publishers, and advertising firms. Fujifilm has earned the trust of customers worldwide by taking the lead in providing reliable and convenient products that raise productivity and quality. A CONSISTENT SALES PROCESS IMPROVED CUSTOMER RELATIONSHIP Solutions Understanding their wide requirements, we came up with unified Deal Maker – Web based account planning and management application that makes sales process technology-enabled and easy for their sales team. We provided a methodology and structure for directing successful sales deals that brings their costly products within the reach of their customers. The comprehensive web application helps salespersons in generating and managing rate cards, inventory, proposals/orders, revenue reporting, stewardship, and traffic all in an integrated database. BETTER INSIGHT We optimized the web application to enable sales team to work on a tablet and manage their customers buying details and calculate company profitability on product sales. The account manager can launch Deal Maker app by answering questions in SFDC opportunity. All the information about customers is fetched from SFDC (Salesforce) database. INCREASED SALES Account managers now can easily update and save a summary of customer buying details in VRA Financial Model sheets. The application converts the Agreement or approval sheet in PDF to distribute internally for approval. Additionally, there is a Web Admin to manage users (Account manager) and a list of customers assigned to a particular account manager. Account Manager can send all the agreements forms i.e. Consumable Purchase & Pricing Agreement, Equipment Loan Agreement, and Loaner Equipment Transfer Form. The application provides sales team with insight into the true feasibility of each deal, complete with correct and automated forecasts. A SINGLE, UNIFIED SYSTEM
  • 2. Case Study Features O Account planning and management module O Pipeline reporting functionality O Comprehensive dashboard of Account Manager O Optimized web app to use on tablets O Display matrix for active leases, subsidies, credits, and VRAs O O Calculation for Plate product like Basic Pricing, Estimated Usage, Proposal, and Year wise Financing Displays comprehensive results on Net sales, Gross Profit, Net Profit, Net margin, and Net profile INC Proven sales methodologies right in Salesforce CRM O Custom action to quickly debrief the team after the sales O Display approval process according to higher authority personnel within the organization O Summary Fujifilm required the complete account planning and management module for their sales team to automate and reinforce their sales process. We developed ‘Deal Maker’ – Web application that helps the sales team manage their customers buying details and calculate company profitability on product sales resulting in reduced sales cycle and improved customer relationship. Business Benefits O Reduces sales cycle O Technology-enabled sales process O Improves customer relationship O Eliminates human error completely O All data is secured and backed up O Extends the capabilities of Salesforce O Increases productivity and ROI Contact Information Technologies Used O O O O O Technology: Dot NET Database: SQL Server Design: Intuitive GUI Architecture: MVC Third Party Tool Integration: Salesforce Web Service Softweb Solutions 2531 Technology Drive, Suite 312, Elgin, Illinois 60124 US Toll Free Number: 1-866-345-7638 Email: info@softwebsolutions.com www.softwebsolutions.com