Technology & Innovation
Accelerating Enterprise Sales Through Multi-Phase Digital Transformation
Industry: Technology & Innovation
Executive Summary
The client's large-scale sales environment required better territory management, consultant scheduling, competitive intelligence, partner relationship management, and opportunity management. The organization also wanted to introduce AI-driven capabilities to improve sales productivity.
Client: Our client, a leading provider of human capital management solutions, sought to improve enterprise sales operations and partner management through Salesforce.
Background
The client's large-scale sales environment required better territory management, consultant scheduling, competitive intelligence, partner relationship management, and opportunity management. The organization also wanted to introduce AI-driven capabilities to improve sales productivity.
Challenge
Complex territory requirements, inefficient consultant scheduling, fragmented partner management, limited competitive intelligence, manual opportunity processes, and integration requirements across multiple platforms were affecting sales operations.
Strategy
Sales Cloud | Experience Cloud | Data Cloud | Territory Management | Agentforce
Solution Overview
Info Services implemented Enterprise Territory Management with automated assignment rules, developed an intelligent Business Consultant Scheduler App, deployed a customized PRM solution, built the ACE Competitive Intelligence platform, and created a unified data-access model. GenAI initiatives included Co-pilot and Seller Assist capabilities.
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