Building a Scalable Salesforce CRM Foundation for Global Consulting
Global Professional Services Firm
01The Client
The Client
& Challenge
A global professional services firm needed to standardize sales processes, opportunity management and reporting across its consulting business, improving pipeline visibility and collaboration.
02What Bossini
What Bossini
Delivered
Bossini implemented a Salesforce Sales Cloud solution covering:
- Lead, account, contact and opportunity management
- Eight-stage sales process with stage-gate validations
- Account segmentation and account planning
- Campaign management and activity tracking
- Role-based security and sharing
- Pipeline reporting and dashboards
- Data migration, testing and production deployment
03
The Impact
The solution improved pipeline visibility across participating consulting firms.
- Consulting firms onboarded
- 15
- Reduction in manual reporting effort
- 30%
- Reduction in administrative effort
- 30%
- Increase in conversions
- 23%
- First quarter of implementation
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