Solutions
To address these challenges, we took a comprehensive approach:
1. Process Mapping:
When the system was initially implemented, the software provider failed to align it with the Sales team's specific business processes. Consequently, the setup lacked customisation to the business's needs. We addressed this by thoroughly mapping the processes, from the moment prospects entered the pipeline to contract signing. This enabled us to define a new process journey and establish suitable, relevant field names within the system.
2. Standardisation of Processes:
By providing a new process map, both the sales and operations teams gained a clear understanding of each prospect's journey. Additionally, we implemented system automations, establishing a standardised approach for managing each new contact efficiently and consistently
3. System Housekeeping:
The system had been neglected for years, with no maintenance or updates. We exported the data, cleansed it, and re-imported it into the system, ensuring accurate placement in the correct fields. Additionally, we updated every module to align with the organisation's business terminology, ensuring all fields were intuitive and meaningful to users
4. Information Flow:
We optimised the information flow by channeling all data through the system's form functionality. By maintaining this information securely in-house, we ensured complete control over data flow and successfully mapped all fields to meet specific requirements.
5. Dashboard & Reporting Implementation:
A centralised dashboard was developed to provide managers with a comprehensive view of overall business performance, empowering more informed decision-making. Additionally, tailored sales and activity reports were created for the sales team, enabling more effective resource planning and allocation.
6. Staff Retraining:
Comprehensive retraining sessions were conducted to ensure all employees were comfortable with the new processes.