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 […]
Salesforce Sales Cloud Pain Point Solutions Customer had a manual onboarding and offboarding process for the clients which delayed the process and impacted the revenue. Developed an automated process to minimize manual steps and process simplification. Unable to track commissions, renewals and SDRs. SDRs were getting double booked on a project that caused delays. Developed […]
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, […]
