Optimizing sales operations and quote data quality for aviation technology

AFV Partners, despite their rapid growth, faced obstacles within their sales team's workflow. Duplicate leads cluttered their database, weakening data accuracy and slowing down the sales process.

‍

• AFV Partners faced issues with duplicate leads, hindering data quality and sales team efficiency.
• Inefficiencies with the web-to-lead form capture process were creating data inconsistencies.
• The lack of a unified view of client flight data (both theirs and competitor software usage) created bottlenecks for targeted sales strategies and competitor analysis.
• Bugs and inefficiencies within the quotation system could have resulted in miscalculated quotes.
• Without the automation linking contacts based on tags, it would have been difficult to ensure the right contacts were included in targeted Salesforce campaigns.
• Outdated or missing information within the CPQ system could have caused inaccurate quotes by not reflecting the latest product configurations and pricing.

• Organized and accurate data empowered the sales team to work with up-to-date information, streamlining sales processes.
• Fixing bugs and ensuring accurate data within the CPQ system minimized miscalculations and inconsistencies, leading to more reliable quotes for clients and reduced delays.
• Real-time data visualization through custom maps provided valuable insights for sales operations and competitor analysis, enabling AFV Partners to develop data-driven strategies for continued growth.
• Automated lead capture through improved web-to-lead forms and integrated Mailchimp automation, linking contacts to targeted Salesforce campaigns.