Sales Activity Tracker
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Sales Activity Tracker

Marketing Strategist
Does your business have extremely long sales cycles with innumerable activities and tasks before closing? Find it hard to track your latest E-mail conversations for multiple contacts involved in your deals? Then Impel’s integrated SFA is just what you need.

Impel CRM’s integrated SFA module effectively tracks business opportunities through their long sales cycle by a simple and direct synchronization of activities and emails. The powerful combination of Impel CRM’s industry leading SFA solution and E-mail integration mechanism allows sales representatives to send and track relevant email messages to each contact and sales opportunity. 

Here is a CaseStudy on our prestigious Customer Saraswati Dynamics

Total Activity tracking and Email integration makes our customer superefficient!

Simple, quick and direct synchronization of Activities and Emails in Impel.

Company ProfileSaraswati Dynamics is a global player offering a wide range of electrodynamic test systems. SaraswatiDynamics are pioneers in manufacturing electrodynamic simulation chambers with specialization indesign, development, manufacturing and also servicing. Each product from Saraswati Dynamics was afirst exemplifying topmost quality and performance. The cream of defence, engineering and automotive companies are customers of Saraswati Dynamics. Their customers include the Ministry of Defence,Bharat Electronics, Department of Atomic Energy, GE, LG, Tyco, Tata Motors, Denso, Visteon andJohnson Controls amongst others. Having established its credentials with multinational giants and bluechipcompanies in Asia, Saraswati now opens its door to the rest of the world with its strong value-formoneybrand.

Challenge: Saraswati Dynamics sells to wide range of Government segments like aerospace and defense and also tomanufacturing and automotive companies. The sales cycle tends to be very long since the products areconceptualized, designed and developed specifically for major customers. Because of the complicateddesign and development process, there is a huge amount of interaction with multiple key contacts at thecustomer. Multiple sales and engineering staff at Saraswati Dynamics are involved in each of thesedeals. Design documents, system proposals, customer interactions and communications move back andforth over E-mail.Saraswati Dynamics had a major need to capture, track and manage customer interactions andcommunications over a long span of time. This also includes large number of documents and files whichneeds to be managed against organization and people.

Saraswati Dynamics needed a formal but asimpler and a quicker solution to keep their sales related data up-to-date with the latest E-mailinteractions and sales activities like telephonic conversations, meetings etc. As their business modelrequires work through lengthy sales cycle with potentially different contacts at different levels, trackingactivities for these contacts was also a major challenge.

Solution: PK4 customized Impel CRM’s Sales Force Automation (SFA) module to handle Saraswati Dynamics’specific requirements. Impel solution gave Saraswati Dynamics the ability to effectively track businessopportunities through their long sales cycle by a simple and direct synchronization of activities andemails. This associated the customer‘s email interactions with the activity data in the CRM anddramatically improved their sales productivity and organization-wide visibility.

With the powerful combination of Impel CRM’s industry-leading SFA solution and E-mail integration mechanism, the salesrepresentatives could send and track relevant email messages to each contact and sales opportunity.This empowered the sales team to drive prospect and customer engagement through a seamlessintegration, all in real-time.

Business Impact:

• The ability to compose, read and log an e-mail is all centralized right inside Impel as an activity.This has enabled the sales representatives to link all e-mail correspondence with the CRM dataand share this information with all related people, both within Saraswati Dynamics and at thecustomer organization.

• The two way synchronization of email, activity and contacts has widened the organizationvisibility with a 360 degree view of the opportunity across departments and contacts.

• With the seamless email and activity integration, end users no longer have to switch betweenapplications. This has eliminated the data entry process and has increased the overallproductivity of the sales team.• Provides ability to centralize all customer information and email correspondence inside Impel.

• Living with the longer sales cycle is no longer a burden for Saraswati Dynamics with all theirsales related data in a centralized repository - Impel.

 

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