Prospect and Deal Management [2024]

Salesforce Prospect and Deal Management leverages Sales Cloud to streamline lead tracking, automate follow-ups, and provide comprehensive insights into the sales pipeline. This approach enhances efficiency, improves conversion rates, and optimizes the overall sales process.

Company Overview

The client works in the replenishable resource healthcare industry and heavy material industry.

The client is based out of Utrecht, Netherlands.

Cloud and Edition: Sales, Service Enterprise

System Overview and Challenges

The client is using the Enterprise edition of Salesforce. The client wanted to have a system where if someone contacted the company via the official contact email, a new prospect should be created in the system. If the Sales Reps initiated a conversation on a pre-existing Deal, and the related Contact replies, the mail should be tagged on the Opportunity.

Solution

The Kizzy team set up a customization in the following ways :

1. Any new email coming into the system generated a new Lead. 
2. Mail should be tagged to any pre-existing Contacts/Prospects if found with the same email in the system.
3. Sales Reps were given the ability to carry conversations with registered Deals using mail customizations.
4. A custom component was used to display any new incoming emails related to Prospects or Deals during the last 5 hours. 

Results

1. By having prospect and deal management protal in place, any email coming towards the contact email of the company is attributed to a Lead thus increasing the number of Prospects multifold.
2. Sales Reps can easily look into Prospects/Deals or Customer records and look at previous and ongoing conversations.
3. The custom component addition reduced the time consumption for mail handling by 1-1.5 hours a day for each Sales Rep. 
4. The custom component also helped sales reps handle the new emails promptly which further increased customer trust.

You can check our product which automatically create lead in Salesforce from an email

Kizzy Consulting

Kizzy Consulting is a Salesforce Consulting Partner in the USA and has successfully implemented 100+ Salesforce projects for 100+ clients across sectors like Financial Services, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, and Australia. Get a free consultation now by emailing us at [email protected] or Contact us.