vivacom sales process automation
TRANSCRIPT
Vivacom boosts sales efficiency by automating corporate sales support &
presales processes
Business Situation: Vivacom account managers and sales support communicated
via email & phones
Shortcomings
► Lack of visibility into the sales process
► History of customer communication is not captured
► Miscommunication, errors and delays
► Not optimal workload distribution
► Lack of real time monitoring of performance, productivity & discipline (no SLAs)
1 Account Manager sends an email
2 Email is received in a shared inbox
3 Email is assigned and acted upon
Solution: Communication and documents are managed by SharePoint
workflow process
Benefits of automation
► Save time of account managers
► Timely inform account managers about progress
via notifications
► Simplify work of sales support
► Optimally distribute workload
1 Account Manager fills in an electronic form and uploads
documents
2 Support specialists views requests
assigned to him/her
3 He/she resolves the request. Notification informs the next in
line
Real time reporting is built on top of the
SharePoint solution
Benefits of reporting
► Allows analysis & monitoring of team performance
► Full visibility in the sales pipeline
► Real-time reports
► Monitoring of cross-department SLAs
► Managers spot problems and bottlenecks and react proactively
1 Requests extracted in real time in Excel &
KPIs are configured
2 End user can configure
additionally pivot charts / tables
Success leads to more success
In the last 2 years, we have covered the entire sales pipeline, 6 departments and over 400 users; Over 250 000 sales requests have been processed so far.
Sales Teams• Making the sale & signing of contracts
Sales Support• Administrating the sale
Internal Control• Validating that deal parameters are feasible
Credit Control• Approving financial history of customer
Presales• Prepare offer for more complex services (VPN)
Thank you!Contact me at [email protected] and I can
provide you with additional information about the case study and our services.
Elena PetrovaBusiness Development [email protected]