The main goal of migrating to Salesforce is to optimize the work of the sales department.
Managers used an outdated CRM that did not offer much in functionality. In addition, they still had to use spreadsheets, meeting organizers and reminders, call and mail services, etc.
To solve these problems, the company decided to switch to a more modern and functional CRM. The choice fell on Salesforce. This is not surprising, given that Salesforce is feature-packed
The implementation of a CRM in commercial companies in which sales processes are already established is challenging. Salesforce is a universal CRM. IT companies have work specificity and sales Departments also have established processes. How can we combine these 2 specificities effectively? This is possible only through careful study of the internal processes of the client, in this case, RISE IT, and the ability to adapt the CRM to their activities so that employees are happy and to make the transition to a new CRM.
The newly implemented CRM system MUST NOT breakdown established sales processes that have proven effective for a long time, instead, the output of these processes should lead to a higher level of efficiency.