Case Study: VELAN IT boosts sales performance with CEPTES Software's Salesforce Sales Cloud

Salesforce Sales Cloud Solution for a System Integration & Automation Company

VELAN IT, a Bangalore-based system integration and automation company in the security and investigations industry, needed a better way to centralize customer information, track quotes and approvals, manage pipeline data, and improve reporting across a disjointed sales process. CEPTES Software addressed these challenges with Salesforce Sales Cloud, helping the team streamline sales operations and work more effectively together.

CEPTES Software implemented Sales Cloud with a lead process using Path and Guided Selling, customized opportunity flows, quote approvals, forecasting, quota management, and tailored reports and dashboards. The result was improved real-time lead communication, faster approvals, better pipeline visibility, and easier follow-up reminders by email, all of which helped boost sales team performance and save time.

VELAN IT