Project Management

Qualitrain Express Centralizes Sales and Marketing Information and Increases Sales Closings by 20%

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Executive Summary

Qualitrain Express wanted to centralize all sales information including prospects, clients, accounts, and contacts, to extend visibility and improve oversight of sales procedures and create an operating model for sales agents to effectively follow up on sales opportunities. The challenge was to provide indicators and analytical reports to facilitate monitoring the effectiveness, design, and cost of marketing campaigns. Qualitrain Express implemented Oracle CRM On Demand, Siebel Sales, and Siebel Marketing, centralizing sales information and improving visibility, administration, oversight, and follow-up of sales and created a consolidated model for sales agents, facilitating recording client visits and making timely business decisions.

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