The company previously used spreadsheets to organize and track customer information, which did not allow them to access real-time sales data or integrate with their existing enterprise resource planning system.
Strategizing with the sales and technical leadership at C.F. Martin, Trifecta assessed the operations and developed a solution that would streamline their processes.
Trifecta’s solution created a single instance of customer information and management for C.F. Martin.
Sales Cloud’s ability to produce real-time data and reporting reduced time spent manually inputting data, increased visibility of customer information enterprise-wide, and allowed for more accurate monitoring of sales and service performance. In addition, the mobile app provided remote team members easy access to customer data while on the road, which streamlined the sales and service process.
