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Transformed Sales With an Optimized Sales Process

Mesirow Financial is a leading, independent financial services firm with expertise in investment, risk management, and advisory services. The company fosters a collaborative culture to develop tailored solutions for their clients. The company had multiple systems for various information types that could not integrate so valuable information was unavailable at critical sales points. The sales process was limited and inefficient.

Industry

Financial Sector

Staff

800+ Employees

HQ Office

Chicago, Illinois

success story

Services Performed For Mesirow

  • Sales Cloud Implementation
  • Reports Automation
  • Custom Component Implementation
  • Automated Workflow Implementation

Product Services Included

  • Financial Services Cloud
  • Salesforce Sales Cloud
  • Chatter
  • Salesforce Reports

challenges

Salesforce Challenges

Mesirow experienced the following Salesforce challenges.

  • Customer data was siloed in multiple systems.
  • Reports were confined to the individual systems and were time-consuming to consolidate.
  • Customer data was not integrated with sales.
  • There was no way to access the current services received by customers.
  • All systems were manual.
  • Lack of team communication.
  • Sales could not run campaigns on leads.
  • Sales process was long and cumbersome.
  • The existing system was limited by size.

solutions

Salesforce Solutions

FormativGroup provided the following Salesforce Solutions to Mesirow.

  • External systems were integrated into Sales Cloud to create a single source of truth for customer data.
  • Set up Chatter & Files for streamlined internal communication and file storage.
  • Customized Sales Cloud to align with overarching company goals.
  • Implemented a custom system configuration to optimize work processes and boost sales team efficiency.
  • Implemented campaigns for sales reps, removing the need for email blasts.
  • Automated workflows and approval processes to save reps critical time.

results

Salesforce Results

Mesirow experienced the following Salesforce results with FormativGroup’s Consulting Services.

  • Sales-related information is now accessible to sales & executive teams in one location.
  • Sales process is now driven by the Salesforce system.
  • Reports are now available real-time.
  • Chatter used company-wide for internal collaboration & sharing files.
  • Sales team can track emails sent from campaigns.
  • Customer data can now be used by the sales team to access previously sold services, aiding in upselling opportunities.
  • The new sales process and pipeline give the executive team a new understanding of the strengths and needs of the sales team.

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Awarded, Trusted & Proven to Deliver Salesforce Results

FormativGroup has been designing and delivering customized Salesforce solutions for organizations across every industry and size. Our proven track record of success and unwavering client satisfaction make us a trusted partner for your Salesforce transformation journey. When it comes to maximizing your Salesforce investment, FormativGroup is the team that helps you move forward with confidence.

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