Outcome
With Salesforce Sales Cloud, Lightman now has a platform that delivers a uniform engagement view of their clients, enabling them to see their client’s value, and track communications with the aid of an Outlook Integration. This supports the tracking of engagement with their clients, in a more efficient and intuitive manner. This not only allows the management team more insight into activities, but also contextually supports the ongoing relationship management of their clients.
Vendor Management played a key role in this implementation. Lightman are now able to manage their vendors and invoices in a more structured manner, including the ability to manage hierarchical accounts, at each level, and at an overall level.
Finally, a comprehensive reporting suite was delivered, providing Lightman with the ability to make informed data driven decisions.
