N Gopaldaas was looking to optimize the Salesforce CRM system to,
- Pre-Sales: Organize customer information & their sales data.
- Understand buying history & patterns.
- Proactively identify opportunities and reach out 1:1 to the client.
- Integrate Social Channels to understand customer interests and preferences.
- Leads (ones who visited but did not buy) capture & follow up.
- General Marketing campaigns through email, WhatsApp, and SMS.
- Individually personalized & Demography based campaigns.
- Client Relationship Management through Birthdays, Wedding Anniversaries, etc.
- Post-Sales: Enable consistency in customer touchpoints via process standardization.
- Timely & Proactive updates on Customer Order status.
- Bring all customer interactions & communications on one platform.