Tech Data is managing leads and sales effectively with Pepper Cloud CRM

The challenge

"Team collaboration, accurate sales forecasting, and effective resource management were the major challenges we encountered"

Before adopting Pepper Cloud CRM as the company’s CRM, Tech Data was using spreadsheets to manage its leads and customer data. The manual error was a persistent problem. But alongside, it also resulted in delays in follow-ups and missing opportunities. The lack of visibility into the sales data and less collaboration with other departments led to a lack of resource management and reduced team productivity. Although there were lots of sales activities taking place, they needed a sales tool to define and drive goal-oriented sales activities.

In essence, Tech Data was looking for a scalable, customisable, and the best CRM solution for its sales reps and for its rapidly expanding business.

The solution

"Pepper Cloud enhanced our productivity, optimised the sales process and helped manage our sales pipeline"

With heavily integrated Pepper Cloud CRM, Tech Data could easily capture leads and manage its entire sales process effectively.

• Tech Data started to automatically capture leads from multiple landing pages through the embedded web forms of Pepper Cloud CRM. The sales team would receive instant notifications about new leads. This reduced the response time and ensured no opportunities were missed.

• The custom fields in Pepper Cloud CRM allowed the team to customise the business modules as per their requirements and eased the process of recording the data into the sales CRM.

• With end-to-end sales pipeline management, Tech Data could successfully organise, track, and streamline its sales process, and design sales strategy.

• With the sales CRM features like winning probability and weighted average, Tech data could accurately assess its financial health and predict future revenue.