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.
Overview Of HubSpot Migration Services An expanding technology firm was struggling with isolation between its sales and marketing operations. Each team used a distinct type of data management software. The sales team managed their data through Salesforce, while the marketing team relied on HubSpot to handle customer data. The Firm’s Problem Reliance on two different […]
Overview The client is a US-based marketing company that recently obtained a business in the UK. Although both entities are in the same industry, they used different Salesforce systems designed for their respective countries to house their data. Per the merger agreement, the client had a deadline of 30 days to complete the Salesforce org […]
Overview A sales outsourcing company had limited or no visibility into its agent performance. The Sales reps were involved in high-volume prospect interaction and different goals for each customer account. After the implementation of Salesforce CRM Analytics, the customer could analyze each customer account’s health and each team’s performance and provide sales coaching based on […]