Enhancing Legal Tech Sales Operations

A legal tech firm partnered with us to enhance B2B sales by refining lead management, automating onboarding, strengthening security compliance, and streamlining operations for scalable growth.

Faster Deal Closure with a gold-standard pipeline

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Better Team Visibility via enhanced reports

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Lower Salesforce Costs through optimization

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Background

Our client facilitates faster, superior, and cost-effective legal support by equipping in-house legal teams with essential tools. They help teams navigate risks swiftly, reduce external costs, and enhance client satisfaction and employee engagement.

They enlisted INSPIROWORKS to automate their B2B sales process and tackle operational challenges through digital enablement. After careful evaluation, they selected INSPIROWORKS as their Salesforce implementation partner. INSPIROWORKS worked closely with them to understand pain points, expectations, and areas for improvement, crafting a solution aligned with their operational objectives.

Areas Of Challenges

Salesforce ROI Challenges

Design flaws, duplicate data, and reporting gaps make Salesforce ROI hard to track and communicate to leadership.

Lead Management Challenges

Poorly designed lead and opportunity management disrupts the sales process and reduces efficiency.

Automation Deficiency

Manual processes increase workload, introduce inefficiencies, and heighten the risk of errors.

Strategic Sales Process Redesign

Inefficiencies in sales and customer success highlight the need for a streamlined process redesign.

Governance Gap

Lack of governance policies prevents clear access control for different user roles and system processes.

Security Compliance Risk

Data security concerns create compliance risks, affecting access control and visibility management.

App Rationalization

Investments in underutilized apps lead to unnecessary costs without adding operational value.

Manual Onboarding

The complex, manual onboarding process slows down user adoption and increases operational burdens.

Our Solutions

After understanding all their operational challenges and also taking into consideration their expectations, we provided salesforce solution with below mentioned functionalities to meet their requirements:

Revamp the Opportunity, Account, Lead, Contact, and Activity Management processes to align with the desired state.
Streamline by removing unnecessary Salesforce and app exchange licences, opting for standard options or customizations.
Conduct thorough data analysis for cleanup, duplicate removal, and implement a global State-country picklist model. Standardise data values for enhanced data quality
Enhance security compliance to ensure the right personas access appropriate data based on role and hierarchy settings.
Automate key processes like customer onboarding, QBR setup, and sales interactions.
Implement Territory Management to improve the sales process
Integrate essential tools such as Marketo, Inbox, EAC for email and meeting sync, Intercom for case management, Clearbit, Outreach, Zoom Info, and Pendo.
Develop reports and dashboards for insights into the Sales pipeline and customer service operations performance

Key Benefits

Gold standard Sales Pipeline in Salesforce ensures a 60% faster deal closure process and 15% cost reduction through license optimization contributes to higher profits.

Salesforce reports and dashboards empower sales and customer success teams, improving customer service.

Improved system-driven Sales path enhances operational efficiencies for commercial directors and above.

Customer Testimonials

Working with InspiroWorks has been an excellent experience. Their commitment, reliability, and proactive approach ensured project success. We were impressed by their exceptional professionalism and expertise throughout the project.