Streamlining Global Intake with Salesforce & ServiceMax
Quick Glimpse
We partnered with a global leader in intelligent climate and energy solutions to optimize their Global Intake process by implementing a structured, data-driven framework. This transformation streamlined intake requests, improved estimation accuracy by 20%, and enhanced strategic decision-making across the organization.
Business Impact
Our enhancements significantly improved the client’s intake and estimation processes. The intake processing time was reduced by 25%, enabling faster project prioritization, improved resource allocation, and enhanced strategic planning.
Tech Stack
- Salesforce Sales Cloud
- Service Cloud
- ServiceMax
- Custom Intake Framework
Project Highlights
- ↓ Intake processing time by 25%
- Optimized Resource Planning
- Improved decision-making & visibility
- Enhanced strategic alignment with business goals
Industry
Intelligent Climate and Energy Solutions [Manufacturing]
Challenge
The client faced inefficiencies in its Global Intake process, including poor visibility into project estimations, lack of early feasibility analysis, and challenges in prioritizing backlog items due to unclear resource and budget forecasting.
How we helped
We optimized intake workflows, implemented a feasibility evaluation framework, integrated technology, and functional reviews, and improved resource estimation accuracy by 20%. This resulted in faster intake processing and better alignment of business priorities.
