As PoliLam grew, they faced significant obstacles in managing leads and streamlining their quoting process. The rapidly expanding company struggled to maintain its high standards of customer service and collaboration with partners.
Streamlining Expansion: How PoliLam Increased Sales Across Regions with Salesforce
How PoliLam optimized its sales operations and improved customer service with a tailored Salesforce solution by Redtag
About:
PoliLam, a design company based in Austin, Texas, has been providing innovative surface decoration solutions since 2003. Known for its environmentally-friendly decorative laminates, PoliLam combines advanced technology to reproduce the beauty of nature without depleting it. Their commitment extends to protecting Earth while delivering high-quality, certified laminates. The company has grown through various phases, catering to both the U.S. and Asian markets.
CLOUDS & TECHNOLOGIES:
Salesforce CRM
QuickBooks
Data Import Tools
The challenges
Struggling with Lead Management and Quoting
With new sales channels in Asia and Australia, PoliLam needed to enhance their overall sales operations to stay competitive in the surface decoration industry.
The solution
Tailoring Salesforce for Optimal Performance
To tackle these challenges, PoliLam partnered with Redtag to configure a custom solution tailored to their unique needs. The solution included:
- Discovery sessions have been conducted to understand the existing sales process and design a tailored Salesforce system configuration;
- Custom configuration allowed setting up custom fields, process stages, and page layouts for leads and opportunities to enhance management capabilities;
- Data consistency provided templates for data upload to Salesforce, ensuring consistency and accuracy in data handling;
- Training program covered system navigation, lead conversion, and management of contacts, accounts, and pricing structures;
- Streamlined processes refined Salesforce functionalities to optimize sales workflows and enhance client relationship management.
VIDEO REVIEW
The RESULT
Enhanced Efficiency and Improved Customer Service
The tailored Salesforce solution delivered marked improvements in PoliLam's sales operations and customer service:
- Custom configurations allowed for better tracking and management of leads, resulting in more efficient follow-ups and conversions;
- Consistent and accurate data handling reduced errors and improved decision-making;
- The training program empowered employees to fully utilize Salesforce functionalities, laying groundwork for better collaboration with partners;
- Refined processes led to quicker response times and more effective sales strategies, enhancing overall competitiveness.
Enhanced collaboration with partners and improved sales operations helped PoliLam remain competitive in the fast-evolving surface decoration industry. With better tools at their disposal, PoliLam’s sales team now spends more time on strategic activities, driving growth and continuing to deliver exceptional value to their clients.
All in all, PoliLam’s partnership with Redtag illustrates the impact of a well-designed CRM system in overcoming operational challenges and supporting business growth.
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