PlanetShrunk was pleased to offer a complete Salesforce CRM design and implementation for a for-profit engineering company of 1000+ employees.
As always, PlanetShrunk led team discussions and provided extensive training to staff and management before, during and after implementation.
This project included:
- Compilation of customer data from various departments
- Analysis of typical sales processes and workflows
- Coordination with the sales, customer service and marketing departments, along with C-Suite, to produce a cohesive database
- Integration of data found in various databases, including national and regional promotional programs available through 3rd parties
- Design and development of reporting tools for various departments and management