Overview
Learn how the implementation of Salesforce Sales Cloud, along with key integrations and custom solutions, significantly enhanced Generark’s ability to manage its sales processes efficiently
What You Need To Know
Generark needed to overhaul its sales processes and customer management systems to keep pace with increasing demand. They required a unified solution that could seamlessly handle lead generation, sales tracking, and order management.
Why It Matters
By implementing an integrated CRM system, Generark could significantly improve its responsiveness to market demands, potentially leading to increased sales and customer satisfaction in a competitive industry.
What HIC Did
HIC Global Solutions offered a comprehensive Salesforce Sales Cloud implementation, integrating key tools like Shopify and DocuSign, and developing custom solutions to address Generark’s specific needs for lead capture, sales process automation, and reporting.
Overview
Learn how the implementation of Salesforce Sales Cloud, along with key integrations and custom solutions, significantly enhanced Generark’s ability to manage its sales processes efficiently
What You Need To Know
Generark needed to overhaul its sales processes and customer management systems to keep pace with increasing demand. They required a unified solution that could seamlessly handle lead generation, sales tracking, and order management.
Why It Matters
By implementing an integrated CRM system, Generark could significantly improve its responsiveness to market demands, potentially leading to increased sales and customer satisfaction in a competitive industry.
What HIC Did
HIC Global Solutions offered a comprehensive Salesforce Sales Cloud implementation, integrating key tools like Shopify and DocuSign, and developing custom solutions to address Generark’s specific needs for lead capture, sales process automation, and reporting.
About the company
Generark is a forward-thinking company specializing in emergency power supplies for homes and communities.
Utilizing state-of-the-art battery materials and manufacturing processes, they aim to provide high power efficiency without compromising environmental sustainability.
Their mission is to make emergency power supplies more accessible to families and communities, opening doors to energy security and resilience.
About the company
Generark is a forward-thinking company specializing in emergency power supplies for homes and communities.
Utilizing state-of-the-art battery materials and manufacturing processes, they aim to provide high power efficiency without compromising environmental sustainability.
Their mission is to make emergency power supplies more accessible to families and communities, opening doors to energy security and resilience.
Challenges
Generark needed to revamp its business process but encountered several challenges in its existing sales processes.
Disjointed Systems
Lack of integration between their e-commerce platform (Shopify) and customer relationship management tools.
Inefficient Lead Management
Manual handling of web and email inquiries, leading to potential loss of leads and delayed responses.
Time-Consuming Document Processes
Slow, manual processes for obtaining signatures on sales documents.
Limited Visibility
Lack of comprehensive reporting and dashboard capabilities for tracking sales performance and lead conversion.
Complex Customization Needs
Requirement for custom fields, workflows, and automation to match their specific sales processes
Challenges
Generark needed to revamp its business process but encountered several challenges in its existing sales processes.
Disjointed Systems
Lack of integration between their e-commerce platform (Shopify) and customer relationship management tools.
Inefficient Lead Management
Manual handling of web and email inquiries, leading to potential loss of leads and delayed responses.
Time-Consuming Document Processes
Slow, manual processes for obtaining signatures on sales documents.
Limited Visibility
Lack of comprehensive reporting and dashboard capabilities for tracking sales performance and lead conversion.
Complex Customization Needs
Requirement for custom fields, workflows, and automation to match their specific sales processes
Challenges
Generark needed to revamp its business process but encountered several challenges in its existing sales processes.
They were facing issues with
- Disjointed Systems
- Inefficient Lead Management
- Time-Consuming Document Processes
- Limited Visibility
- Complex Customization Needs
Lack of integration between their e-commerce platform (Shopify) and customer relationship management tools.
Manual handling of web and email inquiries, leading to potential loss of leads and delayed responses.
Slow, manual processes for obtaining signatures on sales documents.
Lack of comprehensive reporting and dashboard capabilities for tracking sales performance and lead conversion.
Requirement for custom fields, workflows, and automation to match their specific sales processes
Solutions Offered
The adept Salesforce team at HIC Global Solutions assessed the requirements thoroughly and designed a roadmap to meet the requirements and bring out suitable solutions to ensure successful sales Cloud implementation.
Salesforce Sales Cloud Implementation
Set up Salesforce Sales Cloud to align with Generark’s existing sales processes, creating custom fields, workflows, and automation tools using Process Builder, Flow Builder, and approval metrics.
Shopify Salesforce Integration
Integrated Shopify with Salesforce using the Shopify Made Easy app, enabling unified management of orders, collections, inventory, and payments.
Lead Capture Automation
Implemented Web-to-Lead functionality to automatically store web inquiries as leads in Salesforce and developed Email-to-Lead capability to capture and store email inquiries as leads.
DocuSign Salesforce Integration
Integrated DocuSign with Salesforce to enable quick, self-service e-signatures for customers, significantly reducing deal closure times.
Customized Reporting and Dashboards
Created tailored reports and dashboards for lead tracking, conversion rates, and opportunities, implementing mandatory fields for capturing reasons for lost opportunities.
Solutions Offered
The adept Salesforce team at HIC Global Solutions assessed the requirements thoroughly and designed a roadmap to meet the requirements and bring out suitable solutions to ensure successful sales Cloud implementation.
Salesforce Sales Cloud Implementation
Set up Salesforce Sales Cloud to align with Generark’s existing sales processes, creating custom fields, workflows, and automation tools using Process Builder, Flow Builder, and approval metrics.
Shopify Salesforce Integration
Integrated Shopify with Salesforce using the Shopify Made Easy app, enabling unified management of orders, collections, inventory, and payments.
Lead Capture Automation
Implemented Web-to-Lead functionality to automatically store web inquiries as leads in Salesforce and developed Email-to-Lead capability to capture and store email inquiries as leads.
DocuSign Salesforce Integration
Integrated DocuSign with Salesforce to enable quick, self-service e-signatures for customers, significantly reducing deal closure times.
Customized Reporting and Dashboards
Created tailored reports and dashboards for lead tracking, conversion rates, and opportunities, implementing mandatory fields for capturing reasons for lost opportunities.
Solutions Offered
The adept Salesforce team at HIC Global Solutions assessed the requirements thoroughly and designed a roadmap to meet the requirements and bring out suitable solutions to ensure successful sales Cloud implementation.
The solutions which we offered to them
- Salesforce Sales Cloud Implementation
- Shopify Salesforce Integration
- Lead Capture Automation
- DocuSign Salesforce Integration
- Customized Reporting and Dashboards
Set up Salesforce Sales Cloud to align with Generark’s existing sales processes, creating custom fields, workflows, and automation tools using Process Builder, Flow Builder, and approval metrics.
Integrated Shopify with Salesforce using the Shopify Made Easy app, enabling unified management of orders, collections, inventory, and payments.
Implemented Web-to-Lead functionality to automatically store web inquiries as leads in Salesforce and developed Email-to-Lead capability to capture and store email inquiries as leads.
Integrated DocuSign with Salesforce to enable quick, self-service e-signatures for customers, significantly reducing deal closure times.
Created tailored reports and dashboards for lead tracking, conversion rates, and opportunities, implementing mandatory fields for capturing reasons for lost opportunities.
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