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SVA's Sales Process Improvement Expertise Benefits Erdman

Explore the full story below to learn more.

SEE THE RESULTS
Client:
Erdman
Industry:
Construction, Engineering & Real Estate
Business need:
xRM
Topic:
IT Strategy, Application Development
Services:
Sales Process Consulting, Automated Workflow, Reporting
Platform:
Microsoft Dynamics

A Legacy of Healthcare Excellence

Founded in 1951 by Marshall Erdman, the company quickly became synonymous with healthcare facility design and construction and has completed over 4,600 healthcare projects. Erdman facilities are award winning and are recognized for high quality, efficient and innovative functionality.

Supporting Growth with Scalable Sales Processes

As Erdman continued to expand into other markets, tracking their sales methodology in one central repository became critical building blocks to their ongoing success.

Aligning Culture and Automating the Sales Lifecycle

SVA Consulting was culturally aligned with Erdman, as we too like to be known for the same characteristics Erdman is known for before, during, and after a project is completed.

With the firm’s Vice President of Sales as SVA Consulting’s point person, their sales process was clearly defined. SVA Consulting was able to automate the process from Lead to Closed Opportunity and create a more streamlined and consistent sales workflow.

Along the way, SVA Consulting was able to de-duplicate data and merge systems from multiple disparate sources so the data is clean and easily accessible.

Real-Time Visibility into the Sales Pipeline

SVA Consulting was able to create reports of the sales pipeline that are available to the firm 24/7, giving Erdman ongoing access to clean, accurate, and centralized sales data.

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