Customer had complex Pricing and discounting rules that complicated the quote process.
Implemented Salesforce CPQ to handle complex pricing structure and auto renewals.
Needed a self-service portal for teachers/parents to log/update cases and search knowledge base so that.
Implemented Salesforce Customer Community equipped with chatbot, self service capabilities and Knowledge base..
Poor Data Quality (incomplete address and duplicate data) issues impacting Sales and Support teams. Wanted to integrate CRM with external vendor systems for Order Processing.
Improved the data quality to 90% accuracy level using external sources for data enrichment.
Used Web services to integrate Salesforce with SAP for order fulfilment.
Faced challenges assigning orders to fulfilment partners based on expertise and geographical location causing delays in processing.
Implemented custom solution that used product types and customer location to identify a matching vendor for fulfilment.
Customer struggled with tracking qualified leads, lead conversion from marketing hub. The Sales and marketing platform were out of sync which impacted the ability to close deals and overall revenue.
Implemented HubSpot and built custom integration with Salesforce based on lead qualification criteria.
Migration to Lightning Experience.
Converted java script functionality and buttons to Lightning experience and migrated all the users (250+) from Classic to Lightning.
Pain Point : Customer had complex Pricing and discounting rules that complicated the quote process.
Solution : Implemented Salesforce CPQ to handle complex pricing structure and auto renewals.
Pain Point : Needed a self-service portal for teachers/parents to log/update cases and search knowledge base so that.
Solution : Implemented Salesforce Customer Community equipped with chatbot, self service capabilities and Knowledge base.
Pain Point : Poor Data Quality (incomplete address and duplicate data) issues impacting Sales and Support teams. Wanted to integrate CRM with external vendor systems for Order Processing.
Solution : Improved the data quality to 90% accuracy level using external sources for data enrichment.
Used Web services to integrate Salesforce with SAP for order fulfilment.
Pain Point : Faced challenges assigning orders to fulfilment partners based on expertise and geographical location causing delays in processing.
Solution : Implemented custom solution that used product types and customer location to identify a matching vendor for fulfilment.
Pain Point : Customer struggled with tracking qualified leads, lead conversion from marketing hub. The Sales and marketing platform were out of sync which impacted the ability to close deals and overall revenue.
Solution : Implemented HubSpot and built custom integration with Salesforce based on lead qualification criteria.
Pain Point : Migration to Lightning Experience.
Solution : Converted java script functionality and buttons to Lightning experience and migrated all the users (250+) from Classic to Lightning.
Client Overview Our client is a prominent provider in the hardwood lumber industry, offering a wide variety of high-quality hardwood products through a family of trusted brands. With decades of industry experience, they are committed to making the hardwood buying process simple, reliable, and efficient for their customers. Their deep product knowledge, dependable supply chain, […]
Client Overview This company is a global leader in laser technology. Their advanced laser systems are used in aerospace, defense, healthcare, and scientific research. These lasers cover a wide range of light—from ultraviolet to infrared—and are known for being powerful, precise, and adaptable. The company works closely with scientists, engineers, and government agencies to support […]
Client Overview A growing organization needed a more efficient and accurate way to track and analyze their sales performance. Their existing manual, Excel-based system was slowing down decision-making, creating inconsistencies, and limiting visibility across the organization. Business Challenge Before engaging Astreca Consulting, the client faced several operational bottlenecks: Manual & Error-Prone Tracking – Sales data […]