Salesforce Sales and Service processes automation for a cloud solutions leading provider
Xsight Labs is a fabless semiconductor company based in Israel and the United States.
Founded in 2017, Xsight Labs has assembled a world-class engineering team to re-architect the foundation of cloud infrastructure by delivering a broad portfolio of products that enable end-to-end connectivity and tackling modern data center challenges.
We needed to implement a CRM solution for Xsight Labs that could manage:
● Streamlining complex sales processes
● Custom pricing, quotation and forecasting methodologies
● Partner request management process
● Support and technical teams seamless and efficient interactions.
● Data integrity and integration with different sources of information (Jira, corporate website, partner portal)
Nubessom developed a robust Salesforce CRM solution using Sales, Service and Experience Cloud for:
● Capturing Leads from the company’s website.
● Sales process management with custom Forecasting, Pricing, and Quoting processes.
● Support management process based on Salesforce Experience and Service Clouds.
● Partner portal for tracking customer interactions.
● Automated responses and email notifications both for internal and external portal users.
● File sharing solution for internal and external users, for Case management process and Product documentation.
● Jira integration for sales, service and technical teams interactions.
Customer quotes approvals and creation
Technical and support teams processes by integrating Jira with Service & Experience Cloud
Partner Relationships Management via Partner Portal
Analytics and forecasting Org-wide
Salesforce solutions we used
Lead process automation with scheduled reporting and customers web forms setup.
Guided Sales Process implementation, including Forecasting and Revenue Scheduling.
Product database setup, including product families and hierarchies.
Quote PDF document and Quote approval automation.
Support Process setup, including automated Case Team assignment.
Automatization of the full cycle of partner interaction using Partner Portal.
Document management and file sharing.
Order and Contract management.
Org-wide Task and Activity Management setup.
Email automation for internal users and partners.
Security and access rights setup.
Reporting and analytics.
Business Operation Manager @ Xsight Labs
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