Implemented Salesforce Sales Cloud for a media company

The Background

The client is a San Francisco based Event Management company. It selected Salesforce to manage its sales process. The company hired Mirketa to configure and customize the Salesforce Sales Cloud.

The Challenge

Configure and customize Salesforce Sales Cloud.

Our Solution

Defined the processes for Account Management, Contacts Management, Opportunity, Service Offerings, Quote, Order Management and Case Management. Also, defined processes for project and budget management for the end client projects. Configured Salesforce organizational (global settings, accessibility, role, permissions) and configured views and workflows. Created custom functions for project and budget management.

The Results

Salesforce .com is used as the only system to manage sales and track client projects.