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01

Client & Product Overview

Switchboard is a provider of enterprise cloud negotiation solutions for Sales and Marketing teams in global platforms, based in San Mateo, California.
It leverages a standardized cloud negotiation process to remove friction and repetition, automate sales processes, and deliver cutting-edge real-time offers, reports and sales insights to enterprise Sales and Marketing teams.

ROLE

Project Management Design & Implementation QA Release

DATE

September 2015 - Present
02

The Challenge

  • 01

    Wastage of Time

    A significant amount of time spent on non-revenue generating, non-growth administrative tasks due to largely manual enterprise process .This leads to spending a huge amount of the stakeholders time on non selling activities / non revenue.

  • 02

    DECREASE IN REVENUE

    Non alignment of sales and marketing sections was leading to decrease in revenue collection.

  • 03

    LONG SALES CYCLE

    Long sales cycles led to significant reduction in effectiveness.

  • 04

    ABSENSE OF INFORMATION

    Absence of valuable business related information like Imports, updates, and maintenance.

  • 05

    CHALLENGES & CONSTRAINTS

    Unique Challenges and constraints of a B2B business such as freight shipments to client-specific requirements and more.

03

The Solution

To mitigate these problems, Client of Switchboard appointed Kreeti Technologies as their Technology Partner to develop a new product called Switchboard Sales Web App.

Automating the qualification of the leads based on their position in the sales cycle led to increased lead generation.
Switchboard helped drive the sales by automated email sequence containing personalised offers and promotions for customers.
Detailed analytics made tracking and recording deals easier and helped to reduce wasteful spending.
Removal of manual updation of spreadsheets in real time was introduced . This automation led to improved data quality and mitigated human error.
Effective communication and tracking of all product and promotional offers in real time rendered by single app data access.
Improved and more efficient inventory management by using automated purchasing systems, changes in product demand, and low stock alerts.
Switchboard organizes content so that it will be delivered to the right prospect at the right time and helps stakeholders understand how prospects interact with content.
Switchboard helps in Remarketing. The automations to tag customers with specific attributes, and automatically trigger marketing campaigns based on actions they take.
This web solution establishes ground for increased ROI for all initiatives due to better informed planning and decision making.
The inbuilt Financial Process Automation (FPA) provides better accounting experience and reduced delay in the supply chain.

With the Manufacturer/Retail automation, you can increase the productivity and quality of work your existing team is capable of. This empowers them to make smarter, more confident decisions to support scale into the future.

Automating the qualification of the leads based on their position in the sales cycle led to increased lead generation.
Detailed analytics made tracking and recording deals easier and helped to reduce wasteful spending.
Effective communication and tracking of all product and promotional offers in real time rendered by single app data access.
Switchboard organizes content so that it will be delivered to the right prospect at the right time and helps stakeholders understand how prospects interact with content.
This web solution establishes ground for increased ROI for all initiatives due to better informed planning and decision making.
With the Manufacturer/Retail automation, you can increase the productivity and quality of work your existing team is capable of. This empowers them to make smarter, more confident decisions to support scale into the future.
Switchboard helped drive the sales by automated email sequence containing personalised offers and promotions for customers.
Removal of manual updation of spreadsheets in real time was introduced . This automation led to improved data quality and mitigated human error.
Improved and more efficient inventory management by using automated purchasing systems, changes in product demand, and low stock alerts.
Switchboard helps in Remarketing. The automations to tag customers with specific attributes, and automatically trigger marketing campaigns based on actions they take.
The inbuilt Financial Process Automation (FPA) provides better accounting experience and reduced delay in the supply chain.
04

RESULTS & IMPACT

  • Better Data Management

    Switchboard delivers 40%+ reduction in irrelevant flow in business processes while migrating up to 100% of negotiation data from numerous email strings per offer per customer to a single dashboard for all stakeholders via one standalone web application.

  • Greater Engagement

    Maintains around-the-clock, always-on business operations even if no one is physically working.

  • Efficient time management

    Reduced amount of time between tasks, since you’re not waiting on a human to authorize the next step.

  • ROI justification

    Profit maximization is our top priority. Closely monitoring cost calculations, reducing costs is crucial when increased competition and price are differentiators in the market. Our SaaS solutions help with this.

05

TECHNOLOGIES USED

  • Ruby on Rails
  • React
  • Jquery
  • Bootstrap
  • AWS Cloudfront
  • AWS SES