Nakamoto Forestry came to Decryptic with an inefficient and disorganized process they were using to log their incoming phone call requests. Jotting down phone call notes using pen and paper created disjointed tracking and was not scalable as they grew their North American presence. They found themselves losing potential clients and revenue without a centralized process and needed a quick fix solution to prevent the loss of leads and increase team efficiency.
After identifying the need with the Nakamoto team, Decryptic created, tested, and pushed to production a flow that allows Nakamoto to input inbound call information directly into their Salesforce instance and database. The flow allows the team to capture all pertinent call data and assign it to the appropriate task queue to be worked on in the order received. Not only did the flow help speed up the process of capturing and storing information, but it also made the information easier to prioritize and organize within the system, driving efficiency from end to end.
With the new intake flow embedded into Salesforce, Nakamoto Forestry employees and sales reps are able to organize their data and assign comments or update the information to the correct customers, leading to improved customer relationships and overall employee productivity. Employees can also now take and save notes quickly while multiple calls are coming in and ensure the information is correctly linked to a new or existing customer profile. As an added benefit of the new flow, employees have the immediate option to create a new lead after the initial contact is made so that the fields required for lead qualification can be easily gathered and completed, further increasing efficiency.
Ready to take control of your internal processes and create a Salesforce flow of your own? Decryptic Services can help! Let us help you work smarter, not harder in achieving your goals.