Case Study: Progressive Property
Digital Transformation with InspireXT
Challenges
InspireXT connects and automates the sales journey, whilst optimising license costs, delivering on both implementation and cost expectations.
Business Challenges:
- Fragmented Data Repository: Data scattered across three databases leading to inefficiencies and account duplication issues.
- Manual Processes: Time-consuming manual processes for data calculation and management.
- Cost of Multiple Systems Maintenance: Managing and maintaining three separate systems adding cost, complexity, and efficiency loss.
- Lengthy Corroboration: Collaborative efforts across siloed teams leading to delays and errors in data handling.
Solution
- Transformation of Lead to Cash sales processes using Salesforce to enhance customer engagement, efficiency, and satisfaction.
- Implementation of Commission Calculations: Implementation of accurate and efficient commission calculations within the system.
- Round Robin Implementation for fair and balanced lead and opportunity distribution to maximise efficiency and minimise disparities.
- Payment Merchant Integration for automation of payment plans and transactions with multiple merchants, improving financial management.
- Interactive Tableau Dashboards for enhanced data visualisation and real-time insights for informed decision-making and strategic planning.
Core Clouds Implemented: Sales Cloud, Marketing Cloud, and Tableau
Solution Approach
In a week-long discovery session, InspireXT team closely engaged with users to grasp their pain points and understand business challenges alongside stakeholders. Collaborating on the solution, InspireXT refined it iteratively, aligning with business goals.
InspireXT consulted and kept in the loop business and other stakeholders throughout the process, mitigating any potential disconnect and ensuring their needs were addressed.
By co-creating solutions and maintaining open dialogue, InspireXT the client to actively shape business-oriented outcomes.
Results
- Centralised Data: Consolidated data from three legacy systems, ensuring data integrity and accessibility.
- Account Duplication Reduction: Drastically minimised duplicate accounts, enhancing data accuracy and eliminating the need for manual checks.
- Efficiency Amplification: Automated processes replaced manual tasks, saving valuable time and resources.
- Collaboration Streamlining: Enhanced team collaboration, speeding up decision-making and issue resolution previously hindered by disparate systems.
- Workload Optimisation: Efficiently distributed workloads, boosting productivity and agility by reducing the burden of managing multiple platforms.
- Commission Calculation Efficiency: Streamlined commission calculations, optimising operational efficiency and replacing outdated processes.
- Scalable Reporting: Created scalable reports and adjusted the data model, meeting strong reporting requirements and providing comprehensive insights for informed decision-making.
The Opportunity
InspireXT connects and automates the sales journey, whilst optimising license costs, delivering on both implementation and cost expectations.
Business Challenges:
- Fragmented Data Repository: Data scattered across three databases leading to inefficiencies and account duplication issues.
- Manual Processes: Time-consuming manual processes for data calculation and management.
- Cost of Multiple Systems Maintenance: Managing and maintaining three separate systems adding cost, complexity, and efficiency loss.
- Lengthy Corroboration: Collaborative efforts across siloed teams leading to delays and errors in data handling.
The Solution
- Transformation of Lead to Cash sales processes using Salesforce to enhance customer engagement, efficiency, and satisfaction.
- Implementation of Commission Calculations: Implementation of accurate and efficient commission calculations within the system.
- Round Robin Implementation for fair and balanced lead and opportunity distribution to maximise efficiency and minimise disparities.
- Payment Merchant Integration for automation of payment plans and transactions with multiple merchants, improving financial management.
- Interactive Tableau Dashboards for enhanced data visualisation and real-time insights for informed decision-making and strategic planning.
Core Clouds Implemented: Sales Cloud, Marketing Cloud, and Tableau
Solution Approach
In a week-long discovery session, InspireXT team closely engaged with users to grasp their pain points and understand business challenges alongside stakeholders. Collaborating on the solution, InspireXT refined it iteratively, aligning with business goals.
InspireXT consulted and kept in the loop business and other stakeholders throughout the process, mitigating any potential disconnect and ensuring their needs were addressed.
By co-creating solutions and maintaining open dialogue, InspireXT helped the client to actively shape business-oriented outcomes.
The Outcome
- Centralised Data: Consolidated data from three legacy systems, ensuring data integrity and accessibility.
- Account Duplication Reduction: Drastically minimised duplicate accounts, enhancing data accuracy and eliminating the need for manual checks.
- Efficiency Amplification: Automated processes replaced manual tasks, saving valuable time and resources.
- Collaboration Streamlining: Enhanced team collaboration, speeding up decision-making and issue resolution previously hindered by disparate systems.
- Workload Optimisation: Efficiently distributed workloads, boosting productivity and agility by reducing the burden of managing multiple platforms.
- Commission Calculation Efficiency: Streamlined commission calculations, optimising operational efficiency and replacing outdated processes.
- Scalable Reporting: Created scalable reports and adjusted the data model, meeting strong reporting requirements and providing comprehensive insights for informed decision-making.
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