Oxa is at the forefront of accelerating the transition to self-driving technology, offering software solutions that allow businesses to deploy autonomy into their operations safely, securely, and efficiently. From virtual testing environments to vehicle-driving software and cloud-based management tools, Oxa helps businesses with transportation in their value chain maximise the potential of their fleets.
The Challenge
Oxa faced major challenges in managing their sales and revenue reporting due to reliance on outdated and inefficient Google worksheets. The manual process was time-consuming and error-prone, requiring data to be pulled from multiple disconnected sources. This led to delays and inconsistencies in sales qualification and revenue reporting. Oxa needed a robust system that could automate these processes, provide accurate reporting, and support their diverse revenue streams, including recurring, annual and one-off costs.
▹ Manual and Disjointed Reporting: The reliance on Google worksheets led to significant delays and inefficiencies.
▹ Lack of Automation: The absence of automation meant that data entry was inconsistent, with critical information often missing.
▹ Inadequate Sales and Revenue Management: Oxa’s existing system lacked the sophistication needed to handle complex revenue streams. There was no support for advanced sales qualification or comprehensive revenue reporting, which limited their ability to make informed business decisions.
The Solution
Aspire delivered a tailored solution that transformed Oxa’s sales and revenue management processes. By implementing Salesforce Sales Cloud and Tableau, Aspire provided a unified platform that automated data entry, integrated various data sources and enabled dynamic reporting. The solution also included a custom mini CPQ (Configure, Price, Quote) system to streamline the sales process and ensure accurate lead qualification.
▹ Sales Cloud Implementation: Aspire CRM implemented Salesforce Sales Cloud to unify Oxa’s sales processes.
▹ Custom Mini CPQ System: A bespoke CPQ solution was developed to enhance the sales process.
▹ Advanced Data Integration with Tableau: Aspire integrated Tableau for sophisticated reporting capabilities.
▹Automation of Reminders and Data Entry: To improve data accuracy, Aspire automated the process of data entry and reminders.
The Results
The implementation of Salesforce Sales Cloud and Tableau by Aspire transformed Oxa’s operations, significantly improving efficiency and accuracy. Reporting times were significantly reduced, enabling quicker decision-making and more agile business processes. Data accuracy improved, thanks to automated data entry and consolidation, ensuring that Oxa’s reports were reliable and up-to-date. Additionally, user adoption of the new CRM system increased, driven by its user-friendly interface and the comprehensive training provided by Aspire. This higher adoption rate led to better data utilisation and overall improvement in sales efficiency, enhancing sales effectiveness.
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Boost in sales effectiveness
Reduced time needed for decision-making
Increase in CRM Data Accuracy
WHAT our CUSTOMERS ARE SAYING
Customer Testimonials
“Partner was excellent, very thorough and clear throughout the process. Made us feel valued and made every effort to take the time out to explain things to us in a way we understood. Would highly recommend for any work you require to be carried out on Salesforce. We’ve already got them working on more projects for us and are looking forward to working with them into the future.”
“The team had experts in various fields including technical, communication and most importantly sales. This helped structure our Salesforce system to not be too labour intense for the sales team, which will encourage adoption. Aspire had all bases covered meaning that if our team had questions in any area, one of the Aspire team could find the solution and articulate in the correct manner so that it was easily understood.”
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