Through a sophisticated Digital Sales Enablement project, we supported TeamSystem in solving the difficulties of managing customer inquiries and reports present in the CRM and derived from the different channels. In this way, we accompanied TeamSystem on a path of reorganization of sales processes, which enabled the acquisition of new customers and the retention of existing ones, while also promoting upselling actions.
TeamSystem Group is one of Italy's leading providers of management software for professionals and companies. Since its inception in 1979, it has stood out for its strong dynamism, which has led it to grow steadily at rates well above the average rates of the national Information Technology market. Today the group has a network of more than 550 facilities scattered throughout the country, divided into Software Partners and direct offices, and boasts more than 1.4 million loyal customers.
TeamSystem complained of an inefficient sales process and difficulties in handling inquiries and reports that enter the CRM system daily through multiple channels.
In fact, not only does TeamSystem have a very heterogeneous audience (from microenterprise to enterprise), but sales are handled through a mix of traditional (sales agents), telephone (call center operators), and online (e-commerce) channels.
It was necessary to develop a Digital Sales Enablement project with the goal of reorganizing sales processes, acquiring new customers and retaining existing ones, while also promoting upselling actions.
We designed for TeamSystem a Digital Sales Enablement path divided into several phases. Initially, we analyzed the company's marketing and sales processes with the aim of thoroughly understanding their dynamics and identified some necessary actions:
Therefore, we have designed and set up on the CRM platform innovative automation solutions, which place each opportunity or customer in paths that include a series of predefined "stations," ranging from qualifying the customer to different possibilities of action towards him/her, to sending the offer, to closing the contract and forwarding, as needed, automatic communications (emails, messages, documents, etc.).
The last phase of the project was devoted to creating the training and coaching course for TeamSystem staff on the use of the new technology platform, to make sure that the processes were fully understood and shared and that the features made available were used profitably.
We built a close collaboration with the various business functions involved, a collaboration that enabled a complex Digital Sales Enablement strategy to be activated in the daily operations of TeamSystem sales staff.
Through the creation of specific playbooks, TeamSystem immediately achieved the following benefits:
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