From prospect to billed customer
Arkessa used Salesforce every day to run sales in a growing telecoms and IoT subscription business. The platform needed to support changing processes while remaining useful to the people who depended on it.
EKWIS delivered a four-month programme that moved the sales team onto a new Salesforce environment and Lightning Experience. The work connected the process from lead through to billed customer, with activity tracking, forecasting, approvals and security.
A working platform for the sales team
The programme included migration of the agreed operational data, mobile access, reporting and user training. Data, licences, third-party services and customer testing were treated as connected parts of the delivery.
Changes to scope were assessed against their effect on time, cost and release planning. The team could introduce the new environment with a defined route for the improvements that would follow.
Support continued after launch
The relationship moved into managed support covering user access, Lightning pages, reports, dashboards, Flow, data modelling, architecture and release reviews. Mailchimp and other connected services formed part of that wider platform work.
The result was a new Salesforce environment with a clearer route from prospect to contracted customer, backed by a team that could keep improving it.
Lead, activity and forecasting
Approvals and operational data
Reporting, automation and support