The challenge
Grupo Bercovich, a commercially focused company, was going through a process of growth and professionalization in which its commercial management needed order and structure. As this was a new sector for the company, it was constantly incorporating resources and tools, which required frequently restructuring procedures and organizing tasks and processes that until then were handled in a dispersed way.
In that context it added Salesforce as a pillar to organize management, traceability and decision-making. On top of that were incidents detected in Production, which required agile resolution to sustain daily operations.
Our solution
As a certified Salesforce partner, Qualis Lab supported Grupo Bercovich with direct communication and a focus on order, stability and real adoption. The work included:
- Standardization and organization of commercial processes to improve the team's productivity.
- Organization and orderly recording of commercial tasks.
- Agile resolution of incidents detected in Production and adjustments on Salesforce.
- Building real-time panels for decision-making.
- Continuous support at every stage, in a context of change and evolution.
Results
- Organization and orderly recording of commercial tasks.
- Real-time panels for decision-making.
- Agile resolution of incidents and adjustments in Salesforce.
- Continuous support in a context of change and evolution.
- Greater team focus on the business, without technical friction.
Technologies & Practices
- Salesforce
- Panels and Dashboards
- Process standardization
- Evolutionary support