Overview
Discover how HIC helped Verint Monet leverage Salesforce to automate task management, consolidate customer data, and streamline their sales and service processes, leading to significant operational improvements.
What You Need To Know
Customer Centricity is a major attribute for Monet Software, a cloud-based workforce optimization solution provider, and they needed to centralize all customer interactions for better CX.
Why It Matters
Maintaining high customer satisfaction is critical and with numerous client interactions across multiple channels, consolidating customer data within Salesforce can improve service delivery, and enhance operational efficiency.
What HIC Did
HIC Global Solutions deployed Salesforce CRM for Verint Monet, implementing workflow automation to consolidate all customer data and streamline their sales and service processes.
Overview
Discover how HIC helped Verint Monet leverage Salesforce to automate task management, consolidate customer data, and streamline their sales and service processes, leading to significant operational improvements.
What You Need To Know
Customer Centricity is a major attribute for Monet Software, a cloud-based workforce optimization solution provider, and they needed to centralize all customer interactions for better CX.
Why It Matters
Maintaining high customer satisfaction is critical and with numerous client interactions across multiple channels, consolidating customer data within Salesforce can improve service delivery, and enhance operational efficiency.
What HIC Did
HIC Global Solutions deployed Salesforce CRM for Verint Monet, implementing workflow automation to consolidate all customer data and streamline their sales and service processes.
About Verint Monet
Founded in 2002, Monet Software is an effective and easy-to-adopt cloud-based workforce optimization solution that includes workforce management, quality monitoring, performance management, and analytics, all in one integrated platform.
They are committed to providing a set of tools that allows their clients to measure performance, improve efficiency and productivity, and reduce costs.
About Verint Monet
Founded in 2002, Monet Software is an effective and easy-to-adopt cloud-based workforce optimization solution that includes workforce management, quality monitoring, performance management, and analytics, all in one integrated platform.
They are committed to providing a set of tools that allows their clients to measure performance, improve efficiency and productivity, and reduce costs.
Challenges Faced
Monet Software now has a huge client base and their accounts to look after to. With the number of new and current client interactions taking place through multiple channels and new accounts adding in every day
Fragmented Data
Lacking a single platform to consolidate all accounts, projects, tasks, opportunities, and leads resulted in lower efficiency, more errors, and delays in response time.
Project Management Issues
There was no proper process for managing project leads, timelines, task assignments, and current status
Delayed Responses
Delays in responding to customer queries and service complaints affected customer satisfaction.
Outdated Manual Processes
Sales and customer service functions were being managed manually via phone calls, email, and spreadsheets, leading to inefficiencies.
Challenges Faced
Monet Software now has a huge client base and their accounts to look after to. With the number of new and current client interactions taking place through multiple channels and new accounts adding in every day
Fragmented Data
Lacking a single platform to consolidate all accounts, projects, tasks, opportunities, and leads resulted in lower efficiency, more errors, and delays in response time.
Project Management Issues
There was no proper process for managing project leads, timelines, task assignments, and current status
Delayed Responses
Delays in responding to customer queries and service complaints affected customer satisfaction.
Outdated Manual Processes
Sales and customer service functions were being managed manually via phone calls, email, and spreadsheets, leading to inefficiencies.
Challenges Faced
Monet Software now has a huge client base and their accounts to look after to. With the number of new and current client interactions taking place through multiple channels and new accounts adding in every day
Monet faced significant challenges
- Fragmented Data
- Project Management Issues
- Delayed Responses
- Outdated Manual Processes
Lacking a single platform to consolidate all accounts, projects, tasks, opportunities, and leads resulted in lower efficiency, more errors, and delays in response time.
There was no proper process for managing project leads, timelines, task assignments, and current status
Delays in responding to customer queries and service complaints affected customer satisfaction.
Sales and customer service functions were being managed manually via phone calls, email, and spreadsheets, leading to inefficiencies.
Solutions Proposed
To overcome the challenges, the strategic consultants at HIC proposed Salesforce implementation for task automation and centralizing data across multiple platforms.
Salesforce Implementation Solution
Integrated Salesforce with custom fields to create a seamless workflow for generating, managing, and converting leads into opportunities.
Salesforce Workflow Automation
Created workflows and automation to increase employee efficiency, streamline the sales process, and improve customer service.
Email Alerts & Notification creation
An automatic email was sent if leads remained unassigned or if tasks, such as collecting documents or sending invoices, had pending due dates.
Lead Management Customization
Enabled tracking and managing leads in a centralized system with a formalized sales funnel. Leads were automatically assigned, accepted by a sales rep, and followed up.
Solutions Proposed
To overcome the challenges, the strategic consultants at HIC proposed Salesforce implementation for task automation and centralizing data across multiple platforms.
Salesforce Implementation Solution
Integrated Salesforce with custom fields to create a seamless workflow for generating, managing, and converting leads into opportunities.
Salesforce Workflow Automation
Created workflows and automation to increase employee efficiency, streamline the sales process, and improve customer service.
Email Alerts & Notification creation
An automatic email was sent if leads remained unassigned or if tasks, such as collecting documents or sending invoices, had pending due dates.
Lead Management Customization
Enabled tracking and managing leads in a centralized system with a formalized sales funnel. Leads were automatically assigned, accepted by a sales rep, and followed up.
Solutions Proposed
To overcome the challenges, the strategic consultants at HIC proposed Salesforce implementation for task automation and centralizing data across multiple platforms.
The solutions which we offered to them
- Salesforce Implementation Solution
- Salesforce Workflow Automation
- Email Alerts & Notification creation
- Lead Management Customization
Integrated Salesforce with custom fields to create a seamless workflow for generating, managing, and converting leads into opportunities.
Created workflows and automation to increase employee efficiency, streamline the sales process, and improve customer service.
An automatic email was sent if leads remained unassigned or if tasks, such as collecting documents or sending invoices, had pending due dates.
Enabled tracking and managing leads in a centralized system with a formalized sales funnel. Leads were automatically assigned, accepted by a sales rep, and followed up.
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