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Air2O

SALESFORCE PARDOT | SALESFORCE SALES CLOUD

Air2O is a leading next generation hybrid air conditioning system providing efficient and environmentally responsible cooling and ventilation. They have completed a variety of successful projects in Europe, Middle East and Americas among other parts of the world, including shopping malls, pharmaceutical process and storage cooling, and outdoor cooling of stadiums and theme parks.

Business Challenges

Air2O had a clear view of the challenges they were facing with their old systems:

Limited Capacity to Grow Legacy Systems Scaling up on previous system with growing business would have been expensive and resource intensive with little flexibility available for changes to processes

Lack of Insight on Sales Operations Little statistical insight into the sales team’s efforts and how those were affecting the business

Outdated CRM Tech Stack Lack of capability required needs you would expect from a high quality CRM

Implemented solutions

Business Technological Transformation Implemented an integrated system between marketing and sales in streamlining business activity and insights.

Robust Processes for Growth Salesforce deployment capable of scaling up in the future without overtaxing resources

Data Governance New data security measures and data access levels across users.

Enhanced Operations with Automation Workflow automation to make business processes more efficient and eliminating the need for manual intervention.

Insights End-to-end digital analytics across various operations at a operational and strategic level.

Results

With an updated system providing scalability with relatively low expenditure of resources. Air2O experienced a more efficient way of conducting their business through automation, insights and enhanced security access.

Improved User Experience Increased user engagement, satisfaction level and user platform adoption.

Increased Team Performance Increased user engagement, satisfaction level and user platform adoption.

Greater Security Greater data handling with specific user access types and hierarchy role levels adding organisational flexible role permissions

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