B2B Projects: Another way of selling

On this occasion, an energetic multinational in its bid to innovation and the energy of the future, searched for improving the experience of their customers through the digitalization of the management business cycle, emphasizing the activities performed by the provincial chief, in relation with other areas and with the working techniques applied in such activities.

 The goal of the Project was to generate a tool which provided support to the team of  Provincial chiefs in the area of Direct Sales, unifying the different platforms and making the sales processes of the commercial network more effective in order to offer their customers a End to end vision. Monitoring portfolios, cost comparison and customer segmentation.

To achieve these objectives, we chose Salesforce Sales Cloud to help us to implement the Management model of change for B2B projects within the Hub of omnichannel from the laboratory of Digital Transformation of our customer for digital cases associated to the user´s experience, which was also conceptualized and designed for this customer, carrying out the following actions: 

• Define and prioritize the user´s stories, the Governance model, features to be developed…to dispose of a MVP. 
• Analize and define the order processes and their translation into sales within the commercial process. 
• Develop a new platform via Agile methodology with Sprints under the control of the Product Owner of the project.
• Execute the load, data migration and integrations through batch processes of information coming form different external systems.  
• Automate processes to send notifications, créate specific tasks to certain roles, discharge approval and other procedures making the business processes more effective.