Kaycan’s legacy, home-grown CRM system became inefficient and difficult to maintain with the company’s growth. The organization faced significant challenges as its CRM system was incapable of effectively tracking leads and opportunities. Communication between management and the sales team suffered without a central location to manage opportunities and track sales goals, and this lack of visibility into customer relationships meant Kaycan was unable to distinguish who had the biggest impact on revenue.
Kaycan’s outdated CRM system also presented the following business challenges:
- Inefficiency and difficulty in adding or changing CRM labels;
- Limited and cumbersome mobile view of the CRM platform;
- Inability of the sales team to quote prices in real time during customer engagements;
- Inability to track the amount of honored special pricing requests, since these requests were made via email;
- Lack of a centralized database.
AST’s partnership with Kaycan on this project has been a great success, revolutionizing the client’s customer relationship management with best practices, key integrations, and the right cloud solution to meet its specific needs.”Colin Warren VP, CX, AST LLC
Solutions & Benefits
Kaycan selected AST as its partner of choice in transforming its sales operations and customer relationship management solution. AST’s expertise in business process modernization and Oracle CX solutions guided Kaycan through the development and implementation of its next-gen solution. AST’s implementation of Oracle Sales Cloud, integrated with E-Business Suite, has resulted in the following business value for Kaycan:
- Ability to track and nurture opportunities in order to meet sales targets;
- Ability to access pricing in real time;
- Automation of and ability to track special pricing requests;
- Real-time visibility into opportunity pipeline; and
- Automation of prospect-to-customer conversion.
As a result of this successful engagement, Kaycan is now able to efficiently manage and track the sales cycle with greater visibility into the value and origins of each opportunity.
- Oracle Sales Cloud
- Oracle CX Mobile
- Oracle EBS Integration with Oracle Sales Cloud
AST brought deep expertise to implement a modern CX cloud and mobile solution for Kaycan, including critical integrations with existing applications, greatly improving communication and lead management.