Revolutionizing Customer Acquisition

Asseco PST's Journey Towards an Integrated Sales Cycle

valantic, in collaboration with Asseco PST, completed a tailored Sales Management System within 20 weeks, automating the sales journey from lead to opportunity closure. Integrated with SAP ERP, it seamlessly transfers new customers to SAP upon acquisition, ensuring efficiency. Automation of proposal management ensures precise client communication. Post-sales success, details are promptly transmitted to SAP for Sales Order, Cost Plan, and Billing Plan creation.

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The Challenge

Asseco PST, a multinational financial services company specialized in providing technology services to its clients needed a better approach to capturing new customers. They had outgrown their existing CRM where they registered leads and then used Excel to estimate the budget for each proposal. With this somewhat manual process it had become very difficult to control the proposal process and know what was sent to their clients. They needed an integrated, end to end process to manage the sales cycle, from lead registration to opportunity completion.

Desktop showing the Asseco's application

The Solution

valantic worked with the Asseco PST team to deliver a custom Sales Management System in 20 weeks. The application automates the end to end sales process from lead identification to closing the opportunity. The solution is fully integrated with their SAP ERP so that when a new customer is won, it is automatically moved to SAP as a new customer. By automating the proposal management process the new system made sure that client communication was accurate and up to date. When business is won, the details are sent to SAP to create the Sales Order, Cost Plan and Billing Plan.

Impact & Metrics

Custom Theme using Silk UI

Responsive Web application

Complex Integrations

Return on Investment

About Asseco PST

A leader in the development of unique technological solutions and knowledge in all the areas it serves, Asseco PST is an information technology firm that specializes in creating banking software.