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ImageGrafix

ImageGrafix is one of the leading value-added-distributors, technical support center and service providers of engineering software packages and solutions addressing Energy (Oil & Gas and Power), Building & infrastructure and Product Design & Manufacturing (CAD/CAM/CAE) solutions throughout the Middle East, Egypt and India.

Industry

Professional Services

Country

UAE

Services

Sales

Website

Go to website

ImageGrafix

Challenge

ImageGrafix were using Microsoft Dynamics as their CRM but it was not meeting the requirements, so they decided to invest in a strong CRM to scale and automate their sales process. _x000b_ _x000b_• IG wanted to automate entire sales process of lead management, opportunity management along with order management._x000b_ _x000b_• Tracking and consolidating expenses was difficult and there was no platform available to manage this in a systematic manner._x000b_ _x000b_• There were no capabilities to generate invoices in the system and reconciling invoices with quotes and order was a challenge. _x000b_

Solution

Cloudworks implemented Salesforce from scratch for ImageGrafix UAE and ImageGrafix India based on their sales process in both regions.
360-degree view of end-to-end sales process.
Shorter Turnaround time for each sales cycle.
Elimination of Excel usage and complete tracking in the system.
Ability to track incoming investment , Leave management and reporting on the same.

Automatic invoice creation and pdf generation within salesforce reduced a lot of efforts needed for manual entries and reconciliation.
Powerful Reporting and Dashboards.
Cloudworks provided User Training to ImageGrafix groups based on different regions (Onsite and over the E-meetings) on how to increase their business by using salesforce.
Manage Activities and track customer interactions accurately.