Y-Axis earns a reputation as India’s best immigration consultancy with Salesforce CRM
Challenge
- Accommodate Y-Axis’ rapid expansion – a new office opens every three months and transaction volumes are soaring
- Allow sales and processing employees to collaborate in a single team
- Secure corporate data and prevent it from getting lost or leaving with employees
- Limit implementation costs
- Monitor and manage employee activities and target high value leads
“Sales Cloud has done much more than raise our productivity, it has enhanced our brand” – Xavier Augustin, CEO, Y-Axis
Solution
- Salesforce.com partner Lister Technologies delivers a customised Salesforce CRM solution within 90 days
- System accommodates 300 users in 17 offices across India as well as staff based overseas
- Lister Technologies carries out training for core users over the course of a month
- Using AppExchange, Y-Axis streamlines processing of consular documentation, generates quotes automatically and adds internal recruitment reporting
- Salesforce Salesforce Chatter is used to organise and share information on internal projects
Results
- Y-Axis boosts sales by 25% by setting daily rather than monthly sales goals
- Refinement of sales targets to focus on high value leads raises conversion to 25%
- Increase in presales activity of approximately 50%
- Gains the ability to measure and compare volume of new customer enquiries month-on-month
- Multiple level escalation rules in Salesforce CRM enables customer queries to be addressed within 48 hours
- Reporting time slashed from 1-2 days at month-end to reporting on the fly
Click here to view Y-Axis Case Study on Salesforce.com