Our client Reach ISO is a division of Blue Santos, that specializes in high-quality ISO and CMMI certification solutions. With over ten years of experience and vast knowledge of ISO standards, they help global businesses maintain compliance with international standards. The client also offers tailored ISO consulting services to clients across various industries, focusing on optimizing operations and ensuring adherence to ISO regulations.
With a team of certified consultants, Reach ISO provides end-to-end ISO certification services, including audits, training, and product certification, serving clients in the Middle East, Europe, and Asia Pacific.
- The client was initially using ZOHO CRM to track clients’ journeys and documentation. However, due to massive amounts of documentation, the client faced difficulty in tracking and generating tailored quotes quickly. The client wanted to streamline lead and customer experience along with the inquiries generated through their website.
- They faced challenges in capturing the right data, getting workflow approvals, and boosting customer engagement. The client wanted to get timely email alerts for key actions, including lead follow-up and approval status updates. Reach ISO wanted to eliminate the chance of their team missing out on an opportunity due to the lack of timely notifications.
- PROLIM Digital’s experts understood the business challenges of Reach ISO and leveraged Salesforce to solve them. Our experts customized Salesforce Sales Cloud to enable easy documentation and seamless quote generation. Reach ISO can now document and store client data on a single platform instead of across multiple Excel sheets. This also helped them plan projects more effectively, reducing delays in responding to and addressing client needs.
- Salesforce Sales Cloud also helped Reach ISO track documentation and stay informed about client requirements without having to sift through numerous Excel files. With improved project planning, they can now create tailored and personalized quotes with a single click in record time. Their previously unstructured data is now accurately organized within Salesforce.
- PROLIM Digital customized Salesforce Sales Cloud to help the client track customer journeys, enabling near real-time visibility into client interactions. With automated quote generation, the team can now handle multiple clients simultaneously without compromising service quality.
With Salesforce Sales Cloud, deduplication was automated to ensure clean data entry and minimize errors. Additionally, an inquiry form was created to capture detailed customer information, enhancing their ISO consulting services. The system automatically checks if an email already exists in Lead or Opportunity records and updates relevant fields. If no match is found, a new Lead is created through the Web-to-Lead form.
- With PROLIM Digital’s expertise and customization of Salesforce, here are some of the results achieved by Reach ISO:
- Team efficiency increased by 80%
- With timely notifications and alerts, Reach ISO now receives real-time updates for lead creation, opportunity changes, and approvals. This ensured consistent and timely follow-ups.
- Improved decision-making through automated workflows and approval processes.
- Enhanced sales cycle management by optimizing the transition of leads to opportunities and ultimately to clients.
- Enabled tracking of the complete customer journey, reducing overall sales cycle time.
- Optimized sales performance with accurate, real-time insights from dashboards.
- Improved lead qualification and routing, resulting in higher conversion rates from lead to opportunity.
