Optimizing Sales Performance – Bridging Salesforce and Microsoft Dynamics with Korn Ferry Sell
Introduction
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 Objective
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.
Challenges and Pain Points
Mapping and Aligning Data Structures
Aligning data structures, fields, and formats between Salesforce and Microsoft Dynamics presented a formidable challenge.
Synchronization and Data Quality
Ensuring seamless data synchronization while maintaining high data quality across both CRM systems posed a significant hurdle.
Leveraging Sales Performance Tools
Effectively leveraging the diverse sales performance tools available with both Salesforce and Microsoft Dynamics CRM systems for improved sales efficiency was a complex task.
Overcoming Challenges
Our team strategically came up with the following solutions to overcome the challenges present during the project.
Highly Normalized Data Model
Integration with Heroku, Node.js, and REST API
Data Quality Maintenance
The Result
The implementation of Korn Ferry Sell yielded substantial improvements, evidenced by the monitored metrics:
Conclusion
Why Choose LMTEQ for Salesforce
CPQ Services in India?
- Salesforce official partner.
- Tailored implementation and managed services.
- Deep technical expertise.
- Proactive collaborative approach.
- Scalable AI solutions.
- Global client base.
- Proven track record.
- 24/7 support services.