Our client is one of the leading manufacturers of industrial vacuum delivery systems and commercial respirators for healthcare providers in the United States.
The client wanted to align marketing and sales so that they could more effectively execute their mission of delivering innovative, life-saving products to consumers and hospitals.
Marketing and sales were out of sync, data was not easily shared, and quoting was too complicated
A custom implementation of Sales Cloud to enhance lead tracking and opportunity management
Enhanced lead, opportunity, and contact management
Disparate data created a fragmented view of the patient. This created a number of pain points:
Key Sales Challenges
Key Marketing Challenges
Penrod and the client brainstormed an ideal system that would enhance lead tracking, improve opportunity management, and streamline quoting, so that marketing and sales could work together effectively.
On the sales side
Opportunity tracking, lead queues, and KPI reporting would hold the entire team accountable.
On the marketing side
Lead nurturing, channel reporting, and centralized email templates would unleash their lead generation engine.
Enhanced Lead Management
Seamless Opportunity Management
As a result of Penrod's Sales Cloud implementation, our client saw a number of immediate improvements.
Automated assignment rules and stages reduces manual tracking
Robust tracking helps tie campaigns to opportunity and revenue generation
Stakeholders across the sales and marketing organizations have access to the data that matters