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Services Case Study

BPI OnDemand

Empowering global growth with streamlined CRM solutions and transformative sales expertise.

Client

BPI OnDemand

Our Services

  • Enterprise Sales process scoping and visual mapping
  • Cross-continental process alignment for UK and US teams
  • Facilitation of stakeholder workshops and video conferencing
  • Creation of detailed Visio process maps with supportive documentation
  • Consulting on future sales management and transformation strategies

About BPI OnDemand

BPI OnDemand deliver the award winning Oracle Cloud CRM solution as a part of their fully managed CRM, SFA & Business Process Improvement services.

The team at BPI pride themselves in delivering REAL business savings to small, medium and large organisations, predominantly through Sales, Marketing and Customer Services operational areas. Based in the UK, they also have offices in Spain, Germany and South Africa.

The Challenge

BPI were engaged in the preparation for a major deployment of Oracle Cloud CRM with a £1.25bn multi national organisation. With presence in circa 100 countries, the team at BPI had been tasked with scoping out all Enterprise Sales process requirements ahead of the implementation.

A major objective for the client was preparation for extensive business growth in the Corporate Sales arena. BPI decided to bolster their extensive corporate sales process knowledge with additional skilled resources to provide functional, team development and sales transformation expertise. Evoke Telecom were contacted and their consultancy services enlisted.

The Solution

Working closely with key customer stakeholders, the team blended workshops, video conferencing for US attendees and conference calls to pull together a full colour visual mapping board of all existing corporate sales processes.

Differences were identified in the respective approaches to UK and US markets and mapped accordingly with shared and individual best practice where appropriate.

The resultant output was a visio process map with supportive narrative and pictures to capture all elements on behalf of the client.

The Benefits

Given the complexities of scoping out processes across two separate corporate teams in two different continents, the benefits of having Evoke Telecom – in the form of David Wardell – on the team were immediately obvious.

David was able to understand the existing picture and seek out less obvious processes and scenarios, utilising his extensive Corporate Sales experience.

Wider than the process of day-to-day corporate selling, the BPI OnDemand team were also able to get a picture of wider sales management processes such as account and deal reviewing, and forecasting and pipeline management, both at direct sales and senior management reporting levels.

Working closely with existing client-retained consulting teams, Evoke was also able to add great value looking forwards at future landscaping, as the client team plot their transformational journey to extend beyond Key Accounts into the Corporate and Global Multinational space.

The program has been extremely successful for BPI, not least down to the exceptional teamwork between BPI OnDemand, their retained consultants, and the team at Evoke Telecom.

Vicky Barwell, Principal

“Thanks to David at Evoke Telecom we were able to provide a complete process improvement solution to our customer. Three major benefits have come out: 1) Less wasted sales time; 2) Improved productivity; and 3) Keeping the global CRM project on time and on budget.”

Managing Director, BPI OnDemand Fred Wilkinson