Optimization of sales operations by leveraging the capabilities of Salesforce

A leading Polish manufacturer and distributor of tanks for storing liquids and chemical substances. For years, it has been successfully operating on many markets, providing its contractors with high-quality products, and winning prestigious awards for merits in the industry.

Our main goal was to implement a system to effectively manage the sales process and organize extensive sales activities. The solution must allow the tracking of various offers made within the organization’s different business segments.

One of the biggest challenges for our customer, which manufactures and distributes products, is proper sales management. The client was struggling with the lack of an appropriate system that would support its sales activities and effectively streamline the work of salespeople.

The result of joint work by teams of experts from Billennium and the client is a customized implementation of Salesforce tools that best address their business requirements. Our extensive experience in designing such solutions also allowed us to implement tools that ensure effective collection of information about new and potential customers.  

We integrated the created platform with external financial and accounting systems, thanks to which the client has access to all necessary information about contractors from the level of one tool. Along with its implementation, we conducted a detailed training course for system users, which allowed them to learn about the capabilities of the solution and use it effectively at every stage of work.

The solution implemented by our team allowed our client to fully optimize and simplify complex and extensive sales activities. Today our client has a sales management platform dedicated to its needs, which significantly increases efficiency and productivity. As a result, the client has gained control over the sales process and the activity of salespeople.