Accellor transformed the client’s operations by streamlining sales and feedback for New Product Development processes, driving efficiency, accuracy, and sustained growth.
Despite a strong market position, the client faced challenges optimizing sales processes with Salesforce. A key issue was integrating customer feedback into New Product Development (NPD) workflows, limiting innovation and growth. Additional inefficiencies arose in managing New Project Win (NPW) and Wallet Share Gain (WSG) initiatives, along with fragmented communication across teams like engineering, supply chain, and finance. These issues hindered streamlined operations and effective collaboration.
Accellor worked with the client to overhaul their processes. A new, flexible framework for New Product Development was introduced, including simplified 2-Gate and advanced 5-Gate systems. This enabled seamless tracking of co-development, investments, and sales initiatives, aligning innovation with market demand.
The sales process was also refined with features like automated approvals, task assignments for teams at each sales stage, and other tools to improve efficiency. These changes bridged communication gaps and fostered a cohesive, effective sales ecosystem.
These improvements delivered measurable results. The client established a unified, accurate customer data repository by consolidating information from multiple ERP systems, improving data integrity. Streamlined sales processes led to higher Salesforce CRM adoption across departments.
Improved pipeline reporting provided clear, actionable insights for strategic decisions, enabling better planning and execution. These changes positioned the client to seize new opportunities while maintaining operational excellence.
Accellor’s efforts highlight the power of targeted process redesign and advanced technology integration. By leveraging Salesforce, the client resolved inefficiencies and created a scalable framework for growth. This case demonstrates how strategic interventions can help organizations tackle challenges and thrive in competitive industries.
