Agent On-Boarding Process, Agents & KAM Portfolio Management & Booking Management for 100+ Sales Users
SALES CLOUD SOLUTION
Defined Custom Agent onboarding process with stages as per Sales requirement.
Automation of manual paper-based form fill-ups and onboarding approval.
Integration of Salesforce with Navitaire.
Implementation of check-in & check-out to track sales team time spent on meetings, visits, etc.
Tracking of Targets v. Actuals on month/year basis by building a custom account & KAM based solution.
Tracking of Contacts & Waiver/Favor against each Account was implemented.
VALUE / RESULTS
One Single CRM system, one single console
Complete 360 Degree view of Business Performance through easy dashboarding
Real Time data sync between Salesforce & Navitaire
Mobile-based application for Sales team to Track Time & Field visits
Tracking of Target Vs Actuals in real time due to Automation