CRM Salesforce Division of Tech Mahindra

Revolutionizing Project Communication for Seamless Success

Learn how we transformed the communication strategy of a Salesforce CRM division, ensuring smooth contract implementation and increased sales in just six months. (5-minute read)

Summary: Communication Challenges in Salesforce CRM Implementation

Our client, the Salesforce CRM division of a global IT services and consulting firm. There head office is India but have regional headquarters and offices around the world. They division faced significant challenges while implementing existing Salesforce contracts across parts of two Canadian telecom enterprise clients. With two internal project teams (one onsite and one offshore) and their client’s project team, the division struggled with:

The Problem: Fragmented Communication and Sales Barriers

Our client faced several critical issues:

  • Inconsistent Communication: Multiple communication tools led to fragmented information and misunderstandings. Need to ensure smooth communication between multiple teams in different locations.
  • Project Delays: Miscommunications and lack of clarity caused project delays, impacting client satisfaction.
  • Low Team Morale: The constant confusion and misalignment affected team morale and productivity.
  • Limited Sales Growth: Difficulty cross-selling and upselling to other parts of their client’s enterprise due to a lack of cohesive communication and strategy. Needed to sell more projects to other parts of their client’s enterprise while maintaining progress on current contracts.

These challenges, which were threatening the success of their projects and potential revenue growth, needed to be successfully overcome. These problems were costing them time, money, and potential growth opportunities. Frustrated by these setbacks, they hired bEffective to address these issues comprehensively. They were relieved in our ability to streamline their communication processes and enhance their sales strategy.

Our Approach: Implementing a Unified Communication and Sales Strategy

To tackle these challenges, we adopted a multi-faceted approach:

  1. Centralized Communication System: We integrated all communication channels into a single, unified platform, ensuring all teams had access to the same information in real time.
  2. Standardized Communication Protocols: Developed clear protocols for project updates, meetings, and reporting, reducing miscommunications and improving clarity.
  3. Sales Strategy Enhancement: Created a targeted sales strategy to cross-sell and upsell to other divisions within their clients’ enterprise, leveraging the improved communication system to demonstrate value.

Our comprehensive project management and communication expertise allowed us to guide the client through each step, ensuring a seamless transition and immediate improvements.

The Results: Enhanced Efficiency and Increased Sales

Our strategic approach led to remarkable results for our client:

  • Reduction in Project Delays: Project timelines were shortened by 30% due to more transparent communication and better coordination.
  • Cost Savings: Improved efficiency resulted in a 25% reduction in project costs.
  • Enhanced Team Morale: With more transparent communication and reduced confusion, team morale and productivity saw a noticeable boost.
  • Significant Sales Increase: Achieved a substantial 20% increase in sales to other parts of their client’s enterprise through targeted sales efforts and better communication.

These results not only solved their immediate communication issues but also positioned them for sustained growth and success, instilling hope for the future.

Ready to Enhance Your Project Communication and Sales?

Don’t let poor communication hinder your project’s success and sales growth. Contact us today to see how bEffective can help you achieve similar results.