Eigen X Case Study- Penn Power Group

Client Overview

Location: Philadelphia, PA, USA

Employees: 501-1000

Industry: Transportation

Solution: Sales Cloud, Sales Engagement, SF Maps, Marketing Cloud, Social Studio

Go-Live Dates: March - April 2022

Penn Power Group (PPG) is a commercial truck and trailer Fleet-Service organization servicing New York, New Jersey, and Pennsylvania. Their headquarters is located in Philadelphia, PA and they have around 1,000 employees. PPG was using Microsoft Dynamics and MailChimp for their Sales and Marketing needs but were dissatisfied with the limitations of both products. They were looking for a better integrated solution. ​

Challenge

  • Limitations with reporting in regard to MS Dynamics.​

  • Limited growth capabilities with MS Dynamics and MS extensions/Add-Ons.​

  • Need of a unified system for ease of access for Contracts, Opportunities, and Pricing.​

  • Lack of meaningful and productive engagement between Sales Reps and MS Dynamics.​

  • Need for better sales territory management tools.​

  • Easy to configure and use mobile interface.​

  • Lack of personalized engagement in terms of Marketing content.​

  • Lack of integration between Sales and Marketing platforms.​

  • No centralized Social Media marketing strategy/product.​

Solution

  • Quick-Start implementation of Sales Cloud from MS Dynamics and Salesforce for Outlook​

  • Data Migration from MS Dynamics to Salesforce utilizing DataLoader.​

  • Implemented Sales Engagement (High Velocity Sales) to allow Sales Reps easier path to success. ​

  • Installed Salesforce Maps for better utilization and visualization of their accounts. ​

  • Configured SF Mobile app for improved system ease of use.​

  • Customized SF Orders to PPG Repair Order and setup Dataloader process to populate.​

  • Quick-Start Implementation of Marketing Cloud that was synced to Sales Cloud​

  • Configured Journey and Cloud Pages form to further customer engagement and increase marketing capabilities.​

  • Configured Social Studio to allow for a stream-lined Social Media marketing strategy. ​

Result

  • Better morale as management was able to identify and help Sales Rep make decisions based on data and provide them with more complete data through system integrations.​

  • Improved reporting metrics and indicators to allow the management team to make faster, more informed decisions.​

  • Improved relationship and communication across Marketing and Sales allowing for a streamlined customer experience. ​

  • Moved off old systems (MS Dynamics and MailChimp) to SFDC (Sales Cloud and Marketing Cloud) based solutions allowing for better traceability, reporting, and quicker turn around times.​

  • Improved Social Media presence using uniform content. ​

  • Improved Quality and Opportunity closing time.​

  • Better visibility in tracking Customer Engagement which allows for more focused marketing content. ​