The large scale infra companies generates ample of sales and operational data, the process demands a centralized pool of sales data and an Intelligent lead management system that requires consistent lead tracking and distribution across Sales and Marketing.

1. Salesforce.com CRM simplified complex processes in large scale infrastructure
enterprises, meeting process demands to augment centralized customer
information and standardize key processes.
The large scale infra companies generates ample of sales and operational data, the process
demands a centralized pool of sales data and an Intelligent lead management system that
requires consistent lead tracking and distribution across Sales and Marketing. Salesforce CRM
precisely delivers and standardizes key processes. Both managers and reps can easily monitor
inquiries from prospects and efficiently route qualified leads to the right salespeople within the
organization. The result is optimal lead management system that fulfills sales process
objectives. Sales reps always have quick access to the hot leads.
The beauty of Salesforce.com encourages me to write my recent experience in Salesforce CRM
implementation for a leading infrastructure company in India.
Major business challenges the client was facing are growing sales and marketing data.
Data and information management became crucial for them to track and make decisions. With
its distributed operations and lack of collaboration among Sales organizations across India it
became difficult to validate opportunities and measure marketing effectiveness.
Accurate and timely pipeline view, 360-degree customer information, and customized lead
management practices became essential for them.
They selected Salesforce.com CRM based on our recommendation, and have leveraged our
best practices to centralize customer information and standardize key processes across India.
Our solution comprises of multi-phase rollout of Sales, Marketing automation and realign
internal processes like PIF (Project Information form), OMD, JAF (Job acceptance form) with
Java middleware as an integration to showcase Quote’s with versions.
With our solution their main business functions and sub-units have been automated. And with
the centralized visibility they will be now able to track expenses incurred for their various units
like overseas travel, monthly conveyance, local conveyance, communication and fixed expenses
across their distributed offices in India.
Using Apex code, we have built a custom object to manage all their leads, customer
subscriptions, customized lead status to extend funnel stages and also implemented tailored
lead qualification processes for their different segments.

2. With the robust “forecasting” feature they were able to see future sales projections and
accomplishments, which also helps management to have the visibility into region wise
expenses.
This implementation was a complete marketing automation right from leads captured via
various channels like campaigns, events to budgeting and metrics.
Integrating with Java Middleware made easy to upload Quotes directly from Engineering
department’s output and maintain versions. Also a centralized online projection brings greater
transparency to the users as they can directly access their budget form, and this helps
management to understand Budget VS Actual results.
The main objectives of saving time, money and sales automation has been met with minimal
implementation efforts. If you are an Infrastructure company facing similar challenges,
Salesforce team at Bodhtree can help you move in the right direction, please let us know your
current challenges and we would like to provide you a robust solution.