Achieving Sales Success From Data Chaos By Customizing Salesforce Sales Cloud

60%

Automation of processes saved time

45%

Accuracy in quote generate

85%

Increased efficiency and productivity

Industry
Software & IT services
Sub Industry
Computer and Network
Products
Salesforce Sales Cloud
Services
Salesforce Implementation Services
Location
USA
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Overview

Content Security, an Australian IT security integration and consultancy firm specializes in delivering a unified platform for holistic cyber security solutions, services, and industry knowledge.

Their strategic partnerships with leading technology vendors enable them to provide practical expertise in governance, security architecture, secure cloud solutions, advanced forensics, and more.

Challenges

  • Delayed document generation: A significant hurdle is faced while generating customized documents, as it necessitates uploading CSV files into the system.
  • Struggling with data handling: The inability to parse and store data from CSV files directly into opportunity records hampered the accuracy and productivity factor in their teams.
  • Sales alliance expansion challenge: Forging alliances with prominent charities across the United States, enabling cause promotion and product sales on their platform was one of the challenges.
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