The challenges
Panasonic wanted a solution that addressed the main challenges their users were facing on a daily basis, including:
- Sales reporting was labour intensive, not real-time and required data exports to OBI and Excel
- Siloed information – Sales and Marketing duplicating data as the information they used was stored on different systems
- Sales Managers had limited visibility on the performance of their team
- Existing platform was slow to configure and change as well as costly
- Data Quality issues due to no primary data master
- Mobile / Email integration – Sales Users wanted to be able to access information out of the office and for it to seamlessly integrate with how they currently work
The solution
There were various different components that made up the tailored solution:
- Two User Interfaces in Sales Cloud:
- Full UI: Providing users with detailed Information
- Simplified UI: Providing users easy access to basic information
- Full integration from Marketing Cloud (Eloqua) to Sales Cloud and then Siebel which means one single source of data.
- Online Transactional BI (OTBI) brings powerful reporting to sales teams - dashboards display key information to the user.
- Data Quality Management – Real Time and Scheduled batches maintain data quality and are overseen by a Data Steward.
- Territory Assignment Engine – automatically adds team members to opportunities to increase collaboration and ensure management have visibility of what their team are working on.
- Partner and Competitor tracking