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SF- SalesCloud solution for Chicago client

Industry: Financial Services

TM raises client engagement team efficiency and performance with Sales Cloud Lightning

The client is a leading semiconductor supplier of smart, connected and secure embedded control solutions providers in Chicago. Its easy-to-use development tools and comprehensive product portfolio enable customers to create optimal designs that reduce risk while lowering total system cost and time to market. The company’s solutions serve more than 125,000 customers across the industrial, automotive, consumer, aerospace and defense, communications, and computing markets. Technology Mindz created a customized Salesforce solution with a sales cloud lightning solution to simplify the sales process and increase the business efficiency of the organization.


Complex sales process Lack of coordination of sales and business team units Difficulty in managing the tasks and goals of the sales team.


customized Sales Cloud Lightning platform Automated Business processes Centralized dashboard for task monitoring.


Effective communication with Sales team Significant time reduction in accessing data and tasks Increase in sales by 30%.

The Objective

The client was dealing with a complex business flow which simply affecting the sales of the organization. The client was looking for a centralized solution that can improve the internal coordination of the organization and sales team efficiency. Their existing framework is too complicated and the team was facing challenges in understanding the task and goals of the employees.

The Challenges

  • Challenges in managing the tasks and goals of the sales team
  • Hard to understand the nature of the client
  • Complicated sales process
  • The client was continuing and protecting their business measures all through the association with existing frameworks which was very sophisticated to understand customer engagement capabilities.
  • The existing framework required broad preparation to stay up with client appropriation.
  • Challenges in coordination in the internal sales team and business units

The Solutions

  • Created a customized Sales Cloud Lightning platform to simplify the sales process of the organization.
  • Automated the complete business process of the organization
  • Created a centralized dashboard for the employees and admin to give the complete details of the tasks respectively.
  • Provided mobile CRM to access the data remotely
  • Provided business and technology resources to the client to execute the project for two years.
  • Created a dashboard to gather and track the reports and analytics.
  • By using the Salesforce Sales Cloud Lightning console, the client was able to make their complicated client engagement process simple to understand.
  • Key technologies used:
    • Sales Cloud Lightning
    • Account and Opportunity Management
    • Chatter Collaboration
    • Integrations
    • Middleware
    • Quote Management
    • Product Management
    • Intelligent Knowledge Library
    • Mobile Experience
    • Outlook Integration
    • Nintex
    • Einstein Analytics
    • Reports and Dashboards

The Benefits

  • Increase in Client engagement
  • Improves team efficiency
  • Improved the performance of Sales team
  • Easy to understand the client management process
  • Better and timely access to technical products

The Results

  • Sales teams gained a better understanding of the long-term challenges and needs of their customers.
  • Significant reduction in time to access the data and tasks
  • Improved customer experience with early responses
  • Improved internal communication
  • Increased sales of the organization by 30%