In the dynamic realm of sales, the integration of robust sales methodologies with cutting-edge technology is pivotal for enhancing performance. With the LMTEQ’s team assistance, the client wanted to improve their sales performance by integrating Korn Ferry Sell into Salesforce and Microsoft Dynamics. This case study delves into the implementation of the application and how the team overcame several challenges presented during the implementation project.
The project aims to enhance sales performance by strategically integrating Korn Ferry Sell into the Salesforce and Microsoft Dynamics environment. Key technical objectives include:
The overarching objective is to empower the client’s sales teams with actionable insights, replicable success strategies, and adaptive capabilities, ultimately increasing overall sales performance.
Aligning data structures, fields, and formats between Salesforce and Microsoft Dynamics presented a formidable challenge.
Ensuring seamless data synchronization while maintaining high data quality across both CRM systems posed a significant hurdle.
Effectively leveraging the diverse sales performance tools available with both Salesforce and Microsoft Dynamics CRM systems for improved sales efficiency was a complex task.
Our team strategically came up with the following solutions to overcome the challenges present during the project.
The implementation of Korn Ferry Sell yielded substantial improvements, evidenced by the monitored metrics:
