Use Cases and Deployment Scope
We wanted a complete sales solution for our team members, clients, vendors, and partners. For our team, we wanted to automate our sales force, ensuring they have the best intelligent solution with AI/ML within the product so that data could be used better and they would get intelligent push notifications. The sales planning and performance management modules helped in planning the entire sales lifecycle. Performance management particularly helped in setting up a benchmark and evaluating the sales team. Customer data management was used where we had an internal business use case where we wanted to understand, store and retrieve customer data to better evolve our relationships by understanding our customers better. Lastly, we wanted to be precise with our quotes. Pricing had to be accurate and customizable for every customer so that customer-centric discounts and offers could be applied. A detailed, searchable database for all quotes helped us in many subsequent deals.
Alternatives Considered
SAP Commissions (formerly Callidus Commissions) and Anaplan
Other Software Used
Microsoft Access, Microsoft Excel, SAP Commissions (formerly Callidus Commissions)