Our Solution
1. Understanding their objectives
After establishing full a understanding of Kowtow’s sales and business processes, we were able to advise on the fit for purpose design and technical configuration of their solution. Kowtow’s reporting and integration requirements were also assessed at this stage to ensure the implementation could take full advantage of Salesforce’s integral capabilities in these areas.
2. Defining their Approach
With Kowotow’s requirements and potential scalability in mind, our solution was established in line with industry best practices. We ensured that our solution would not only support Kowotow’s Sales Management and Lead conversion processes, but also improve the efficiency of these processes with effective integrations to their core business systems like Cin7, Xero, Joor and Shopify.
3. Customisation
Adapt IQ customised Salesforce CRM solution with automations taking the place of repetitive tasks previously performed by the users. Extending this customisation, we created a more versatile and user-friendly system, mitigating any potential issues with user adoption. With focus on the relevant processes, we were able to provide a more controlled, cohesive system for Kowtow. This ensured data integrity and quality, providing increased and more accurate insight and forecasting capabilities.
4. Delivery
After providing confidence and initial familiarity with regular touchpoints and ‘show and tells’, Adapt IQ delivered the solution for Kowtow within the planned timeframe. To ensure seamless user adoption, we created fully customised and comprehensive training material, which was delivered to Kowtow in a ‘train-the-trainer’ approach in its primary use. The training material was then also provided to Kowtow to act as a resource for future benefit. Also Adapt IQ NZ supports Kowtow on monthly basis and continuously ensures all the enhancements of Salesforce platform are relayed to enable business outcomes.
