Creating a Unified Experience

We used Salesforce Customer 360 to integrate Clickatell's platforms, ensuring seamless operations. Implementing Path workflow and Adoption dashboards standardised sales processes, while automated task reminders kept the Sales Development Representative (SDR) team on track. We configured Jitterbit Design Studio for efficient data migration and integrated Salesforce with Outlook to streamline email interactions. Customised record types, sales processes, and page layouts were developed for Enterprise and Inside Sales teams, and Salesforce Adoption reports and dashboards provided management with valuable insights. Round-robin lead assignment ensured balanced workloads among SDRs.

Achieving a Single Source of Truth and Enhanced Efficiency

Our implementation yielded significant results. We established a single source of truth, enhancing data integrity and improving lead conversion rates for the SDR team. Data migration was seamless, and users could now create and edit records directly from Outlook. Tailored data views provided relevant information to each sales team, enhancing their efficiency, while improved management insights allowed quick access to user engagement and performance data. We ensured a smooth transition for all users, maintaining operational continuity.

Future Plans:

Our collaboration with Clickatell involves three phases, each lasting between four to eight weeks. The first phase focused on creating a new Salesforce instance for the Enterprise Sales Department. The second phase involved migrating records from the old Salesforce platform to the new org for the Inside Sales team and overhauling the lead process. The third and current phase consists of Jira Integration and Opportunity Management. We continue to support Clickatell, ensuring their Salesforce environment evolves to meet new challenges and opportunities, driving continuous improvement and customer satisfaction.