JG King Homes struggled with low CRM adoption across their sales team. This made reporting inaccurate and meant the business wasn’t able to effectively manage the performance of their sales team. It also meant they were leaving cash on the table, with many leads not making it into their CRM.
After reviewing a number of solutions, JG King settled on Salesforce and enlisted the help of Social Garden to manage the implementation and rollout of Salesforce across the business.
Starting with the customer
In a series of workshops, Social Garden brought together staff from various roles in the business to define and map the current and future state of JG King Homes’ customer journey. Armed with a detailed overview of the customer’s expectations, thoughts, feelings and ‘job to be done’ at each stage, Social Garden was able to map and scope a new CRM solution.
As part of the scoping process, Social Garden developed a data dictionary (all fields and mandatory fields for each stage) and intent markers which can be used to identify where a prospect is at in their sales journey.
Simplifying adoption for the client
Social Garden worked closely with executives and sales managers to ensure the functionality and reporting of Salesforce ticked all the boxes; demo’s were conducted at key milestones during the project to confirm the functions matched up to the businesses requirements.
Once Salesforce was implemented and tested, Social Garden began the training the sales managers and sales consultants on how to use the system effectively. This was done via a number of focused workshops. Social Garden also created ‘how-to’ videos to further support the consultants and make onboarding new consultants easier in the future.
Sales Cloud Implementation