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.
Company Overview: The company is a global leader in providing technology solutions, specializing in data security, privacy compliance, and tailored software solutions for various industries. As the business operates across multiple regions, it recognized the need to enhance its pricing strategy to stay competitive and maintain operational efficiency. The company wanted to address the challenges […]
For businesses managing subscription-based products, automating revenue schedules in Salesforce transforms efficiency and accuracy. This case study explores how a media company improved revenue tracking by automating these schedules. By focusing on automation, Astreca’s certified Salesforce consultants helped the company solve multiple pain points and elevate its financial reporting process. The Challenge: Manual Revenue Scheduling […]
Introduction This case study discusses how we worked with a company to automate their systems and streamline contract renewal operations. The company adopted manual contract renewal operations, which limited its business outcomes. They needed an experienced and flexible team to help them automate their contract renewal systems and improve their business results. Their operations and […]
