Our Work
TSI Incorporated
Delivering Measurable Results for Sustainable Growth
Streamlined Lead Management For a Seamless Customer Experience
In collaboration with Sercante, a part of Trilliad's Technology Services
TSI Incorporated partnered to transform its sales process, achieving a 35% boost in inquiry responsiveness through streamlined Salesforce automation and integration, precise lead routing, and actionable insights, elevating both efficiency and customer experience.
Company Size
Enterprise
Industry
Manufacturing
Tools
Salesforce CRM, SAP System, Lead Routing
The Problem
TSI, a global leader in measurement instrumentation since 1961, sought to modernize its internal processes to support a growing worldwide customer base. With goals of streamlining lead handover and gaining pipeline clarity, they needed solutions that could optimize sales efficiency while maintaining agility.
The Solution
TSI collaborated to redesign its sales experience, leveraging Salesforce Flows to automate inquiry processing from form submissions and integrating their SAP system for precise lead routing. A customized conversion process ensured seamless handling of inquiries, while newly created dashboards tracked over 30 KPIs, providing sales teams with actionable insights to drive efficiency and impactful results.
The Results
Through strategic optimization of SAP and Salesforce automation, paired with a reimagined sales user interface, TSI achieved a 35% increase in inquiry responsiveness. This empowered their team to act faster on leads and deliver an elevated experience to prospects and customers.
Let's embark on the journey together.
Connect with us to explore your path for growth.