The Challenge
Goal #1
Partner organizations charge by the minute, and expenses were growing.
Goal #2
Bell wanted to improve overall efficiency and minimize the chance for errors in data entry.
Focused Solution: Community Cloud
The Partner Portal introduced several key improvements.
References to Existing Salesforce Data
The system now integrates and pulls the pre-existing information for Opportunities and Contacts in Salesforce Sales Cloud.
This aids in identity verification and ensures accurate spelling of important customer information including email and address.
Reduced Manual Data Entry
These new features virtually eliminate the need for manual data entry by sales representatives.
With direct access to the accurate information in Salesforce, the likelihood of errors is minimized and significant time is saved.
Key Success Metrics
The implementation of the Partner Portal yielded significant improvements in efficiency and cost savings:
- Reduced Call Times: While the initial forecast was to save 3-4 minutes per call, the actual time savings achieved were between 7-9 minutes per call.
- Cost Savings: Over five years, the cumulative savings from reduced call times are estimated to be $4 million.
- Increased Sales Efficiency: Sales representatives can now focus more on customer engagement and sales activities, potentially leading to increased sales.
"We highly recommend CloudKettle to any organization looking to optimize their partner operations and drive business value."
Vincent Gagnon, Senior Manager, Software Development
UX Case Study | Manufacturing
Migrating Sales from Excel to Salesforce
A High Growth Company Improves Sales Operations by Moving to Sales Cloud
Take me to the Case Study
Our Commitment to Security
CloudKettle is fully SOC 2 Type 2 Audited and compliant. This means that we maintain the highest level of information security to ensure your sensitive information is handled safely and responsibly.
Our SOC 2 compliance ensures that we are managing data correctly in the five Trust Services Categories: security, availability, processing integrity, confidentiality, and privacy.
Get the Most out of
Salesforce
Salesforce isn’t always a standalone platform. We understand that getting the most out of your platform relies on architecting a heavily integrated ecosystem.
At CloudKettle, we deal with people, process, and technology holistically to roadmap scalable tactics for revenue generation. We begin with an audit, identify gaps, and build customized solutions and training for your organization.
Want to speak to a CloudKettle consultant about your Salesforce needs? Reach us at 1-800-878-4756 ext. 202, or fill out the form and one of our experts will be in touch.
Thank you for Contacting Us.
We will be in touch shortly. Usually, we are able to follow up on inquiries on the same business day.