CRM Case Studies

Industry HR & Staffing Project Duration 5 Months Users 150 Products Used Sales Cloud TCRM Overview The client is a technology firm renowned for its innovation. They approached Salesforce Integration with a dual intent: to centralize sales operations and harness the full potential of a unified technology stack.  Like many enterprises navigating the digital ecosystem, […]

Salesforce Community Cloud, CPQ, Service Cloud, HubSpot. Industry Education Project Duration 12 Months Users 230 Products Used Sales Cloud Experience Cloud CPQ 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 […]