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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.
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_
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.