Datalec Precision Installations (DPI) started in 2012 and has grown into a dynamic business that specialises in delivering high-quality and cost-effective design, supply, installation, commissioning capabilities, and managed services to the demanding data center sector. With a successful track record and fast growth, DPI recognised the need to adopt a CRM solution to manage customers and sales pipeline efficiently.
The Challenge
Datalec Precision Installations (DPI), a successful and rapidly expanding company in the data center market, faced the challenge of implementing a Customer Relationship Management (CRM) system for the first time. Being new to CRM, DPI needed a solution that was straightforward, automated, and adaptable to their diverse business roles. The goal was to find a CRM platform that could simplify their customer management and sales processes while offering the flexibility to grow with their evolving needs. The key challenge was to ensure the chosen solution would be easy to implement and use, providing immediate value without overwhelming the team.
▹ New to CRM Implementation: DPI had no prior experience with CRM systems and needed a simple, intuitive solution that the team could quickly adopt.
▹ Complex Role Management: The solution needed to accommodate the multiple roles within the business, ensuring it could seamlessly support various functions and responsibilities.
▹ Streamlining Sales Processes: DPI sought to enhance its customer management and sales processes by moving away from manual methods like spreadsheets to a more automated and efficient system.
▹ Ensuring Rapid Adoption: The challenge was to find a CRM that could be quickly implemented and adopted by the team.
The Solution
To address DPI’s needs for a simple yet powerful CRM system, Aspire CRM recommended and implemented Salesforce Sales Cloud Pro. This solution was chosen for its core CRM functionalities, which offered a streamlined and automated approach to managing customer relationships and sales processes. Salesforce Sales Cloud Pro provided DPI with essential features such as Accounts, Contacts, and Opportunities, which were crucial for effective sales pipeline management. Additionally, the implementation of Salesforce Mobile enabled DPI’s sales team to access and update customer data on the go, enhancing their productivity and ensuring they could manage their tasks efficiently while away from the office. Aspire CRM’s expertise ensured that the transition from spreadsheets to a fully functional CRM system was smooth and completed within just two weeks.
▹ Implementation of Salesforce Sales Cloud Pro: Aspire CRM set up Salesforce Sales Cloud Pro, providing DPI with a robust platform for efficient customer management and sales process automation.
▹ Core CRM Functionalities: Aspire CRM utilises key CRM features like Accounts, Contacts, and Opportunities. These core functionalities allowed DPI to manage its sales pipeline more effectively, leading to better organisation and forecasting.
▹ Salesforce Mobile Integration: Aspire CRM implemented Salesforce Mobile, enabling DPI’s sales team to enter and access customer data on the go. This integration was crucial for improving the productivity of a busy, mobile salesforce.
▹ Rapid Deployment: Aspire CRM ensured a swift transition from spreadsheets to Salesforce Sales Cloud Pro, completing the implementation in just two weeks. This allowed DPI to quickly begin realising the benefits of their new CRM system.
The Results
The collaboration between Datalec Precision Installations (DPI) and Aspire CRM led to substantial improvements in their business operations. The implementation of Salesforce Sales Cloud Pro streamlined DPI’s sales process and provided the tools necessary for effective customer management and forecasting. With the addition of Salesforce Mobile, the sales team could now manage their tasks efficiently, significantly improving their productivity. The transition from spreadsheets to a sophisticated CRM system was completed in two weeks, delivering immediate value and positioning DPI for continued growth.
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Improvement in operational efficiency
Increase in customer satisfaction
Increased sales team productivity
WHAT ARE CUSTOMERS ARE SAYING
Customer Testimonials
“Working with the team at Aspire CRM has been an absolute pleasure. They have walked us through every step of the process, from set-up to training our team on how to use the software. They always respond quickly and efficiently and provide invaluable guidance throughout our journey. They have made our transition into this new system a breeze”
“We used Aspire to assist our company with updating and improving our Salesforce CRM and Marketing platforms.
Everyone in the Aspire team was great to work.
The service we got from them was excellent.
They took their time to understand our needs and challenges. Handholding us through every stage helped ensure we were happy with every new feature and update.
Great 5-star service.”
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