Case Study – Tamlite

Improving visibility and streamlining sales processes through Salesforce CRM implementation for Tamlite

About Tamlite

Tamlite Lighting is a multi-award-winning British manufacturer specializing in LED lighting solutions, with over 50 years of experience in the industry. They offer one of the widest ranges of lighting products across various sectors, emphasizing quality and innovative design. Key business highlights include their commitment to sustainability, demonstrated by initiatives like the TM66 circular economy scheme, and their recognition through numerous industry awards and accreditations.

The challenge

  • Inefficient CRM for Sales: The absence of a robust CRM system hindered the sales team’s efficiency.
  • Lack of Task and Calendar Tracking: There was no system in place for tracking internal tasks and calendars.
  • Incomplete Customer View: Tamlite lacked a 360-degree view of customers.
  • Project Visibility Issues: There was no at-a-glance view available for ongoing projects.

The solution

Gauri implemented a centralised CRM system that improved sales efficiency and customer management across sales stages. It empowered them with enhanced task and calendar tracking, provided a comprehensive 360-degree customer view and improved overall visibility, reporting and management for the stakeholders.

Key characterstics of the solutions were:

  • Swift Implementation: Deployed Salesforce Sales Cloud within four weeks.
  • Process Analysis and Customisation: Conducted discovery sessions to analyse Tamlite’s internal processes and provided a tailored solution.
  • Advanced Automation: Implemented record-trigger and scheduled flows to meet specific requirements.
  • Enhanced Communication: Prepared email templates and enabled automated notifications to streamline internal processes.
  • User-Centric Design: Offered a cleaner view for users with dynamic forms and permission sets.
  • Data Quality Management: Built a robust system with rules to maintain data quality and prevent duplication.
  • Outlook Integration: Integrated with Outlook using Einstein Activity Capture for bi-directional calendar sync.