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.
Industry Non Profit Project Duration 10 Months Users 235 Products Used Nonprofit Success Pack Overview Our client is a forward-thinking nonprofit organization with substantial data management issues. Specifically, their duplicate records were creating difficulties with data collection, analysis, and reporting. They also struggled with overly complex business processes. We collaborated with this org to address […]
Overview: The client is a marketing company with data spread across two Salesforce orgs. This resulted in their executive team spending more time switching between the two orgs, and monitoring data as the company grew became more challenging. The goal was to consolidate data from both orgs into a single Salesforce org to simplify data […]
Industry Media Technologies Salesforce Sales Cloud Client Location US Technical Solution Salesforce State Country Picklist Functionality and Excel Functions Overview In the rapidly evolving landscape of data management, organizations often grapple with challenges related to data accuracy and consistency. This case study explores how a company successfully implemented a functionality involving Country and State pick […]
