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      2. APPROACH

        We proposed to enable this using the following approaches:

        • Data exploration to understand and analyze data
        • A robust data-design on the client’s new SFDC Lightning Platform to meet business requirements
        • Data consolidation and cleansing using de-duplication process, ERP linkages and data enrichment through 3rd?party data
        • Recommendation for a parent-child hierarchy set up
        • Data governance to ensure availability of high-quality data

        KEY BENEFITS

        • The client now had access to centralized customer data that enabled better customer visibility
        • The parent-child hierarchy set-up allowed the client to identify cross sell opportunities, prospects and dormant customers across its SBUs
        • Integration of data from multiple sources enabled the sales leadership and executives to monitor, predict and drive growth strategies

        RESULTS

        • Integrated master data on SFDC lightning platform enabled sales reps in creating cross-sell opportunities valued over USD 4.6M within three months
        • Detailed reports and dashboard created on new SFDC Lightning platform for individual and overall business segments have helped provide insights for decision making to leadership and sales teams

        亚洲 欧洲 日韩 综合在线