Sales and service process automation for cloud infrastructure provider Xsight Labs

The challenge

The fabless semiconductor company needed a CRM able to handle complex sales processes, custom pricing, quotation and forecasting methodologies, partner request management, seamless support and technical team interaction, and data integrity across Jira, the corporate website and a partner portal.

Our solution

We built a robust CRM on Sales, Service and Experience Cloud: web-to-lead capture, guided selling with custom forecasting, pricing and quoting, a support process on Experience and Service Cloud, a partner portal for tracking interactions, automated internal and external notifications, file sharing for cases and product documentation, and Jira integration.

Impact

• Faster customer quote creation and approvals
• Technical and support processes automated via Jira integration
• Partner relationship management streamlined through the portal
• Enhanced org-wide analytics and forecasting