Smooth migration to new CRM
Following the acquisition of process management specialist Promapp®, newly-formed Nintex teams needed a method to quickly and efficiently combine the customer records of both organizations.
In addition, both sales teams relied on existing processes which would need to change in order to ensure maximum efficiency and maintain first-rate customer service.
“We set ourselves a deadline of two weeks to have the new CRM system ready for business,” says Nintex Regional Sales Director for APAC, Sarah Mainprize. “This meant we only had a small window in which to migrate records and have everything operational on Salesforce, our CRM platform of choice.”
In two days of intensive Salesforce training sessions, the sales team was introduced to a series of newly-created, high-level processes in Nintex Promapp® which outlined how to manage future prospects and sales. By having a visual of these processes, the sales team had clear direction on how a sale should be managed.
“It was a true team effort where individual input was encouraged and then captured,” says Sarah. “By utilizing Nintex Promapp®’s feedback capability, we ensured that there was a record of every improvement suggestion, and that the relevant people were aware of them.”
Christian Lucarelli, Nintex VP of Sales in APAC says the overarching goal of the team was to complete the migration without having any detrimental impact on business operations. The aim was to avoid delays that would hinder the team’s ability to deliver quotes and communicate effectively with customers throughout the sales cycle.
Delivering value – now and in the future
Key processes were redesigned and redeployed without the need for a large, dedicated development team. Once the new processes were captured and operational, the sales team quickly got back to business-as-usual activity, and the positive impact of the changes soon became apparent.
“Based on the limited amount of disruption caused by the change, and the rapid onboarding of the Promapp® sales team, we’ve calculated that our level of process inefficiency was cut by 75%. That saves us more than $85,000 per month,” says Troy Sweeney, Nintex account executive and Lean Six Sigma Black Belt.
The success of the Salesforce migration means the sales team can personally endorse the power of Nintex Promapp®’s ability to drive process excellence and build a culture of ongoing improvement.
“We’ve been successful with our technology and it’s been amazing to see how powerful Nintex Promapp® has been for our own team,” says Christian. “When we share this experience with our customers and prospects, it really resonates with them.”