Media Company uses BusinessOptix to design consistent processes and training materials to support the users

A media company made a significant investment in Salesforce CRM. However, an inability to meet the individual needs of all stakeholders meant it was having a negative impact on sales. For example, revenue dropped as sales staff could not access time-sensitive information.

BusinessOptix was used to design consistent sales processes and training materials to support the users. To enable users to quickly get up to speed training material was embedded into the application so it was available in context.

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