Solving business hindrances created by repetitive manual tasks
Our client is a leading Swiss company in the energy sector selling a range of energy products and heating systems. The new objective of the company was to increase by ten times over the next 12 months the sales of a booming energy product line. By analyzing the sales process and business operations of our client, we realized that the sales team had issues increasing the number of sales per year due to numerous manual tasks coupled with technical hurdles created by their current software.
Mapping a new digital sales process
The major challenge of our client was to operationally handle more sales. Indeed, their process was suffering from major bottlenecks impacting their efficiency and competitiveness. The main bottleneck was created by their Customer Relationship Management integration with the other digital tools that the company was using. The integration created a lot of additional manual tasks such as creating twice the same meeting in different calendars. Due to those inefficiencies, the team already had reached their business «capacity» of their sales turnover. We focused on defining their new sales process supported by a custom digital solution. Our goal was to integrate the existing software and website into a platform, so the main sales activities were digitalized and centralized.
Increasing Time-to-market to 16 days and improving customers’ journey
We provided a dedicated digital solution that included a website and a web application aiming at offering price estimations and generating offers for specific products. Concerning the website, the new solution allows the prospects to request a call or meeting appointment directly on the website. Additionally, the future customer can there request a price estimation by entering his information in a form. The prospect receives then his price estimation directly per email. All requests are registered in the Customer Relationship Management and made visible on a dashboard allowing the sales team to follow-up. The dashboard provides, therefore, a centralized tool for all the lead management, pre-sales, and sales activities, removing all unnecessary manual tasks and technical hurdles created by the old process. The new digital solution allows the sales team to be 80% faster (from 27 days to 5 days) from the lead generation to the proposal submission.
Instant delivery of quotes and offers through an app
Besides the dashboard for leads management, we developed a web application specifically for the salesman. Instead of driving to all his meetings with a piece of paper and a pen, the salesman, with a tablet, uses now the new application that helps him manage all his scheduled meetings of the day. The application can also be used as marketing tools for displaying images and videos to improve the customers' experience on-site. Lastly, the application can generate instantly an offer based on customers’ information. The salesman simply inserts all the data he gathers during the meeting, and then sends per e-mail the offer drafted directly on-site with the customer.
- Analysis of the internal sales processes to gather data from all the stakeholders
- Identification of the pain points of the employees and the customers during the sales process
- Creation of the interactive design of the new digital solution focusing on improving customers experience and time-to-market
- Definition of the technical elements needed for the implementation of the new solution
- Delivery of the new digital solution and the full development plan for its implementation
Leads, sales funnel and remaining admin tasks at a glance
The monitoring platform designed for the front-office employees shows and categorizes all lead depending on their stages in the sales funnel. It gives a clear overview of all the potential leads that could be converted into sales along with the specific remaining tasks.
An online price estimate tool
The price estimate tool is embedded in the website of our client as a call to action button. The button will guide potential future customers through a simple questionnaire. Gathering the customers’ answers, a price estimation will be calculated, and a full quote will be, at the end of the questionnaire, delivered in PDF.
Managing meetings and creating offers on site.
The salesman application focus on helping the salesman displaying his scheduled meetings from the CRM directly into the application, and therefore organizing better his day. The application is integrated with the CRM, which allows the salesman to directly create an offer during a customer’s meeting. The data gathered during the meeting are directly synchronized with the CRM and the Lead Dashboard.
Days less to convert a lead into a customer
Centralized application for all sales activities
Reduction of time spent on sales tasks