Client   

The client is a leading data centres company involved in designing, building and managing data centres in Asia Pacific and Europe. They provide customized data center solutions to their clients.

Project

The client needed a comprehensive and robust CRM Solution to enable greater automation and visibility into their sales stream, thus empowering their sales team to create more opportunities to boost their business. Speridian deployed Oracle Sales Cloud for the client, allowing it to harness Oracle’s best-in-class cloud portfolio for a complete sales process transformation.

Speridian has empowered the client with all the major functionalities of Sales Cloud. With Oracle Social Network integrated throughout the solution, the client can easily collaborate and share information, allowing the sales team to see updates in real time. In addition to the standard functions Speridian also enabled customizations, tailoring the solution to meet the unique needs of the client. One such customization includes generation of quotation, agreement and addendum reference numbers.

Major functionalities implemented

  • Account Management
  • Contact Management
  • Opportunity Management
  • Lead Management
  • Automated Lead Assignment
  • Territory Management
  • Oracle Social Network(Internal and External)
  • Customer Relationship Management for MS Outlook
  • Customer 360° view
  • Reports and Dashboards
  • Enterprise Mobile Application
  • Integration with external website for auto lead generation
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