Streamline sales and customer service processes
Suboptimal lead and upsell management was improved by automating renewals and streamlining processes, leading to better forecasting and customer satisfaction.
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Overview
- Key Challenges: Suboptimal Lead and Upsell management
- Key Solutions: Automated renewals and streamlined processes
- Key Impact: Improved forecasting & customer satisfaction
challenges
- Sub-optimal leads and opportunities management
- Lack of effective management of upsell and opportunity renewals
- Absence of reliable customer support system
Solutions
- Streamlined lead and opportunity management
- Set up an automated solution for renewal management
- Implemented an efficient case management channel with a knowledge-based public portal
- Created dashboards and reports for the Service and Sales teams
Impact
- Process optimizations: reduced errors, turnaround times, and need for manual intervention
- Boosted process outcomes: improved customer experience, satisfaction and retention
- Unified data management: improved forecasting, result quantification and optimized report generation