The Before
Brigantia relied on a legacy ACT! system that offered little flexibility or pipeline visibility. Important data was hard to find and reporting depended on complex, fragile spreadsheets, making forecasting and performance tracking difficult.
The After
We implemented Sales Cloud, migrated the CRM process and built lead-to-close tracking, dashboards, branded templates and Office 365 email integration. Click-to-dial and practical user and admin training helped the team adopt the new system.
The Results
Brigantia achieved its best month on record for closed business in the first month of using the solution. Sales productivity, collaboration, forecasting and reporting all improved, with current and historic performance available at the click of a button.
