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About the Client

Leading Food & Agro business customers operating out of Australia wanting to create a central repository, for all customers. The core objective is to create a holistic view of customers without much navigation into different data sources and systems.

Business Challenge

Business Challenge

  1. Creation of a frictionless communications tool to take customer communications from a blend of emails, excel sheets, and post-it notes and facilitate sharing of IP across the business units.
  2. Creation of a single view of information across business units to streamline and measure sales.
  3. Provide a collaboration tool for teams to share ideas, wins, and opportunities with each other outside of their geography.
  4. Uplift the process for Sales teams to collaborate, share ideas and work with the Brand teams.

The Solution

Solutions Implemented

  • Over a three month period, Solutions Systems used an agile approach to deliver on two key themes: Remediation of the existing Salesforce platform & Creation of the Retail CRM solution.
  • Remediation of the existing Salesforce Org was necessary as several different suppliers had conducted changes on the platform.
  • Our commitment to quality meant bringing the code back up to standard and establishing an acceptable level of controls and procedures over environments.
  • ITCrats Systems agile team used a blend of onshore and offshore team members to deliver the functionality for the Retail CRM project in several sprints.

Business Benefits

  • All info in one place (one source of truth), and proactive customer service.
  • Data management & delivery of instant insights and recommendations.
  • Salesforce dashboards for home pages for different profiles.
  • Integration with Office 365 for calendar access.
  • Intelligently captures customer emails & communication with less email and phone queries.
  • Simplifies repetitive tasks & improved collaboration between departments.
  • Assists with aligning KPI’s & Supports business continuity planning.

Cost Savings

40%

Conversion

+20%

What Our Clients Says

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