Client Overview
Our client Reach ISO is a division of Blue Santos, that specializes in high-quality ISO and CMMI certification solutions. With over ten years of experience and vast knowledge of ISO standards, they help global businesses maintain compliance with international standards. The client also offers tailored ISO consulting services to clients across various industries, focusing on optimizing operations and ensuring adherence to ISO regulations.
With a team of certified consultants, Reach ISO provides end-to-end ISO certification services, including audits, training, and product certification, serving clients in the Middle East, Europe, and Asia Pacific.
Business Challenges
The client was initially using ZOHO CRM to track clients’ journeys and documentation. However, due to massive amounts of documentation, the client faced difficulty in tracking and generating tailored quotes quickly. The client wanted to streamline lead and customer experience along with the inquiries generated through their website.
They faced challenges in capturing the right data, getting workflow approvals, and boosting customer engagement. The client wanted to get timely email alerts for key actions, including lead follow-up and approval status updates. Reach ISO wanted to eliminate the chance of their team missing out on an opportunity due to the lack of timely notifications.
Kasmo’s Salesforce Solution
Kasmo’s experts understood the business challenges of Reach ISO and leveraged Salesforce to solve these challenges. Our experts customized the Salesforce sales cloud and facilitated easy documentation and seamless quote generation. Reach ISO can now document and store client data on a single platform instead of in multiple Excel sheets. This also helped them plan their projects accordingly, which reduced their delay in responding and catering to clients’ needs.
The Salesforce sales cloud also helped Reach ISO track their documentation, keeping them informed of the client’s requirements. Now they don’t have to sift through hundreds of Excel sheets for any kind of client information. With adequate project planning in place, Reach ISO can now create tailored and personalized quotes with a single click, in record time. Their undefined data can now be defined accurately in the Salesforce sales cloud.
Kasmo customized the Salesforce sales cloud and helped the client track customer journeys, facilitating them to stay informed about their clients in near real-time. With automated quote generation, we increased their team’s capacity to handle multiple clients at the same time without compromising on their services.
With the Salesforce sales cloud, deduplication was automated which ensured clean data entry and minimized errors. We also created an inquiry form that captured detailed customer information, enhancing their ISO consulting services in the market. It also automatically checked if the email exists in Lead or Opportunity and updated in relevant fields. If the email was not found, a new Lead was created through the Web-to-Lead form.
Here’s a small snippet of how Kasmo customized the Salesforce sales cloud for Reach ISO:
Results Achieved
With Kasmo’s expertise and customization of Salesforce, here are some of the results that were achieved by Reach ISO:
- The team efficiency of Reach ISO increased by 80%
- With timely notifications and alerts, Reach ISO can now get real-time notifications for lead creation, opportunity updates, and approvals. This timely notification ensured they conducted their follow-ups frequently.
- Reach ISO improved their decision-making process by automating workflows and approvals.
- With efficient sales cycle management, Reach ISO optimized the transitions of their clients from lead to opportunity to client.
- The client could now track the customer’s journey, which reduced their sales cycle time.
- Reach ISO optimized their sales performance by getting accurate and real-time insights from dashboards.
- Reach ISO improved their lead qualification and routing and increased conversion rates from lead to opportunity.
