This media conglomerate, one of the top 3 in the US, leverages the power of Salesforce & MuleSoft to manage and design data-backed growth strategies.
Challenges
Persistent stepped in to rescue a half-implemented project which was discontinued by the previous vendor after 60% of its implementation. The team quickly got up to speed to help the client with the following pain points,
- End to End Sales Process Implementation
- Integration with existing Legacy systems
- Need of retiring existing Siebel based CRM system & Data Migration
Persistent’s services and solutions included,
- Accounts & Contact Management
- Management of more than 25, 000 accounts
- Supports 3 different types of Accounts
- Opportunity Life Cycle Management
- Caters to 8 different types of opportunities & corresponding business process
- Governs end to end Opportunity life cycle
- Migrated more than 100, 000 opportunities
- Staff & Account Transfers
- Automated Revenue / Commission calculations and Portfolio allocations resulting post to Staff & Account transfers
- Accounting Calendar
- Customized financial accounting calendar
Benefits
- Provided 360 Degree perspective of Sales organization & process
- More than 300 users distributed in 6 levels of hierarchy
- Covered operations for 8 regions in USA
- Supported N level hierarchy management
- Automated allocation and approval process
- Automated revenue calculation
- Integrated with multiple legacy systems through MuleSoft
