The work of the Billennium team delegated to the project included implementing a comprehensive CRM system based on Salesforce Customer 360. The system included Salesforce Field Service Lightning with AI algorithms for efficient field team management, route planning, task distribution and data analysis. It enabled instant contact with potential customers, improved mobile access to customer data, and streamlined meetings and deal closing.
Automating processes in the system eliminated manual work and errors, prioritized potential customers and optimized the selection of field representatives, reducing time and material costs. It shortened appointment scheduling, allowed efficient KPI setting, and maximized customer service and adaptability to potential disruptions.