Case Study – Digital Education

Salesforce Community Cloud, CPQ, Service Cloud, HubSpot.

Pain Point

Solutions

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.

Pharma

Case Study – Pharma

Salesforce Sales Cloud, Pardot Pain Point Solutions Customer was dealing with duplicate Accounts in Salesforce. Developed a solution that identified and merged duplicate data as an ongoing process. Customer wanted a way to match and update Account and Contact information coming from external sources. We developed a custom reusable solution to match the external data […]

non-profit

Case Study – Non-Profit

Salesforce Nonprofit Pain Point Solutions Data Quality issues, bad address data impacting patients/families’ outreach. Implemented a custom solution to clean up US and Canadian addresses using zip codes to improve data quality. Org had a lot of duplicate household data that was impacting overall campaign outreach. Developed a custom solution with combination of real example […]

computer software

Case Study – Computer Software

Salesforce Sales Cloud Pain Point Solutions Customer struggled with low user adoption, poor data quality which resulted in ability to forecast. Developed a strategy through user interviews to improve user adoption. simplified overall processes. No Single source of Truth; data spread across different sources, duplicate data. Implemented data strategy to make Salesforce Single Source of […]