Salesforce Management And Customization For Endai

Endai Worldwide is in the lead generation business with leads of their own from all over the world. Based out of New York City, Endai has its team distributed and working online within Salesforce.com. Salesforce.com lead qualification is managed within a Lead record from various sources and distributed for its sales process.

AscendWorks helped to augment the sales process management with customizations of reporting and dashboards as well as advise on management best practices.

Understanding how sales activities translated to lead conversions and results needed to be captured in core metrics. Furthermore, pipeline data and marketing funnel information had to be part of a real-time dashboard for management.

With access to what the sales team is doing and how lead sources are working, management can pivot to improve process areas and drive sales results from seeing what is working.

Endai continually refines their process with much inbound demand. Salesforce.com helps them to make use of the information of customer engagement and allocating internal resources to the right customers at the right time.

Published by Don Dalrymple

I grow businesses through partnerships and executive coaching. I work with partners and clients on strategy, systems, team building and growing revenue.

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